AI Assistant
One assistant for guidance, email, and reporting — everywhere you work
The VantiveOS AI Assistant lives inside every screen. It guides users through workflows, drafts context-aware emails, and generates reports on demand — all with role-based access baked in.
Guide Assistant
Context-aware help
Understands the page you're on and answers questions with steps specific to that screen.
Step-through actions
Walks users through multi-step workflows like adding a partner, registering a deal, or submitting MDF.
In-app navigation
Suggests and opens the right screen behind the chat panel so users act without leaving the flow.
RBAC-aware answers
Respects each user's role and permissions — never surfaces steps for areas they can't access.
Generate Emails
Account & contact briefs
Drafts outreach and follow-up emails using the live account, contact, and activity history.
Templated tone & branding
Applies workspace tone, signature, and branded templates automatically.
Next-step follow-ups
Reads recent meetings, notes, and deal stage to suggest the right next email.
One-click send & log
Send from the record with full tracking captured against the account and contact.
Report Writer
Natural-language prompts
Ask for pipeline, partner performance, or MDF ROI in plain English — no report builder required.
Charts, tables & narrative
Returns visualizations plus an executive-ready written summary of the results.
Auto-mode on Reporting
Automatically switches to report generation when you're on the Reporting page or ask a data question.
Save & share
Persist generated reports as saved dashboards and export to XLSX for finance and leadership.
Other use cases
A clean, fast CRM for every customer and partner record
Forecast with confidence across direct and partner deals
Carry deals through implementation, enablement, and renewal
Run MDF end-to-end — from budget to claims to sourced pipeline