Your workspace, with an agent that actually helps.
A single AI assistant embedded across VantiveOS — guides new users, drafts emails on real account context, and writes reports from a plain-English prompt. It knows the workspace, respects every role, and turns questions into next actions.
Built to shorten every workflow, not just answer questions.
Always in context
The agent knows the screen, the workspace, and the user — so answers are specific, not generic.
Guides you to the click
Step-by-step walkthroughs with in-app navigation. Ask how, get taken there.
RBAC-aware by default
Respects every role and permission — the assistant will not answer for areas a user cannot access.
Turns words into work
Draft emails, generate reports, and answer questions from a single prompt inside the app.
Guide Assistant
In-app help that actually knows where you are.
Context-aware answers
Detects the current route and workspace to answer without generic filler.
Step-through actions
Breaks tasks into numbered steps you can follow inline.
In-app navigation
Deep links open the exact page or record behind the chat panel.
RBAC enforcement
Refuses gracefully when a user asks about an area they can't access.
Generate Emails
Draft partner, prospect, and internal emails in seconds.
Account & partner briefs
Pulls recent activity, notes, and stage into a tight opening paragraph.
Tone presets
Executive, friendly, technical, or short — pick and send.
Next-step follow-ups
Suggests concrete asks based on the current opportunity stage.
One-click send
Copy to clipboard or push straight into the record's email composer.
AI Report Writer
Natural-language reports across the entire workspace.
Natural-language prompts
"Top 10 partners by sourced pipeline this quarter" — no filter builder needed.
Charts & narrative
Returns tables, charts, and an executive summary in one response.
Auto-mode on Reporting
On /app/reporting the assistant switches to report mode automatically.
Save & share
Persist as a saved report, schedule exports, or share with a role.