Autopilot for the moving parts.

Tags every inbound reply as {positive · objection · unsubscribe · out-of-office · question · referral} using GPT-4o-mini. Top 5 "needs human eyes" surface on the LCC dashboard daily.

Scores every new lead 0–100 on fit × intent using firmographic signals, email quality, and historical engagement patterns from your workspace.

Generates a fully branded proposal from a deal workspace. Routes to DocuSign or PandaDoc on one click. Signed-event fires conversion.

Auto-pauses a campaign when bounce rate crosses 3% on the last 50 sends. Sends a Slack alert with the failing addresses and a one-click resume once fixed.

Ingests Cal.com / Zoom / Fathom transcripts. Writes a 5-line summary + 3 action items + a next-touch recommendation back into the deal workspace.

Ingests solicitation PDFs (SAM.gov, state, commercial). Outputs section-by-section response drafts, past-performance matches, and a pWIN estimate.

MedPilot vertical pack. Flags claim denial risk before submission based on documentation gaps, code mismatches, and payer-policy deltas.

Detects 48h reply silence on in-progress deals. Drafts a context-aware nudge, routes to owner for one-click send or auto-send based on policy.

Define SLAs per stage ("reply within 24h", "proposal in 5d"). Breaches fire Slack alerts + assign a named owner automatically.