AI business coach

It tells you who to call first — and why

Every CRM shows you everything. That's the problem. The coach reads your whole book — leads, follow-ups, deals, appointments, documents, deadlines — and hands you one ranked list each morning with the reason spelled out next to every item. Not a horoscope: the ranking is deterministic, and you can read exactly why each thing is where it is.

What it does

What’s in the box.

  • The morning briefing

    One short read at the start of the day: what came in overnight, what Ava handled, what needs a human, and the one thing that matters most.

  • A ranked list, with receipts

    Fourteen kinds of work — new leads, overdue follow-ups, unconfirmed appointments, expiring listings, closing deadlines — scored into one queue. Every item shows its why.

  • A business score you can argue with

    0–100, recomputed through the day, built from visible components — not vibes. When it drops, it says which component dropped.

  • Buttons that do the thing

    Each item carries its action: dial, text, schedule, review. One click runs the real workflow — through the compliance gate — instead of linking you to a page where it might be possible.

  • An assistant that knows your book

    Ask anything about your contacts, deals, or numbers in plain English. It answers from your workspace's data — and only yours.

  • The approval gate

    The assistant proposes; you approve. Anything outbound, sensitive, or irreversible waits for your one-click confirmation. Always.

In practice

How it runs, day to day.

  1. 1

    Open the dashboard

    The coach is the first screen: briefing on top, the ranked queue under it, the score in the corner. Useful on day one with zero configuration.

  2. 2

    Work the list, not your memory

    Each item says what it is, why it ranks where it does, and what to do about it. Snooze what you disagree with — it learns nothing silently; it just moves it.

  3. 3

    Act from the item

    Dial, text, book, or review without leaving the queue. Outbound actions clear consent, windows, and caps before they run, like everything else here.

  4. 4

    Ask the assistant the rest

    "Which of my sellers went quiet this month?" "Draft a reply to the Alvarez thread." Reads run instantly; anything that sends waits for your yes.

  5. 5

    Watch the score move

    Answer rate up, follow-up debt down — the components move as you work, so the score is feedback, not judgement.

What you get

Included with every plan.

No module is held back for a higher tier. Plans differ on seats and usage, never on which product you get.

How pricing works
  • The morning briefing, generated per agent
  • Priority queue across 14 kinds of work
  • A plain-English reason on every ranked item
  • 0–100 business score with visible components
  • One-click actions wired to the real workflows
  • Snooze, dismiss, and done states that stick
  • The conversational assistant, scoped to your workspace
  • One-click human approval on anything sensitive
  • 15-minute refresh through the working day
  • Works for solos, teams, and brokerage roll-ups
The honest bit — scope

The coach ranks and explains; it never invents urgency. An LLM writes the briefing's sentences — it does not decide what's urgent. The ranking is deterministic and inspectable, which is why every item can show its why.

How the gate applies here

Actions launched from the coach or confirmed through the assistant run the same server-side gate as everything else: consent, suppression, calling windows, attempt caps, AI disclosure. An approved action that can't legally run right now waits for its window.

Read the compliance detail

One platform. Every module.

Start a free trial and a human sets the first configuration up with you — usually inside a week.

No card · No contract · Cancel anytime · The AI says it's an AI.