One AI agent that knows every customer, deal and file.
Ask it like you'd ask a colleague. Get a short answer with its source.
What did we agree with Al Reem Trading?
- Annual maintenance, 12 months from 1 March.
- AED 4,800 per quarter, paid in advance.
- Last call: they asked to add a second site.
Source: CRM — Al Reem Trading + signed agreement
Can we cancel the cleaning contract this month?
- Yes — with 30 days' written notice.
- No penalty after the first year.
- Notice goes to the address in clause 12.
Source: Cleaning services agreement — clauses 8 & 12
Whose permits expire before December?
- Maria S. — 8 June
- Lasha B. — 22 September
- Priya S. — 11 November
Confidential — staff records.
Source: Staff permit register
Ask about any customer, deal or document...
Customers + files
one place to ask
Your data only
no invented answers
Arabic + English
ask in either
What you send
- CRM: customers & deals
- Calls & chat history
- Labour contract.pdf
- Trade licence.pdf
- HR handbook.docx
Reads & indexes
What you get back
“When is the licence renewal due?”
9 November — renewal opens 30 days before.
Source: Trade licence.pdf
How it works
Connect your data. Ask. Done.
- 01
Connect your CRM
Customers, deals, calls, chats.
- 02
Add your files
As they are. Even scans.
- 03
It learns it all
One brain, Arabic and English.
- 04
Ask it anything
About a customer or a document.
- 05
Get a sourced answer
With the record or file behind it.
Before
- Folder after folder on the drive
- Asking a colleague who is busy
- 40 minutes for one line
- Nobody is sure it's the latest version
After
- One question in plain words
- An answer in seconds
- The source document named
- Sensitive details flagged
What it learns from
Your customer data and your files
No need to tidy the archive first.
Anatomy of an answer
Three parts in every answer
The notice period in the branch manager's contract is 60 days, either side.
Confidential — contract terms.
Source: Branch manager contract — clause 9
- 01
The answer
From your files. Nothing padded.
- 02
Private flag
Sensitive numbers get marked.
- 03
The source
Open it and check.
What it does
Six things that matter
Knows your customers
Every record, deal, call and note in your CRM.
Knows your paperwork
Contracts, licences, policies — PDF, Word, Excel, scans.
Arabic or English
Ask in either. The answer comes back the same way.
Always a source
No guessing. If it isn't in your data, it says so.
Private stays marked
Pay, ID and bank numbers are flagged as confidential.
Keep asking
It remembers the last answer, so follow-ups are short.
Real questions
Asked every week
Documents and customers in one brain
It reads your customer records too, so one question can cover a contract and a deal. Calls and chats log themselves back into your system.
Don't have a CRM? See the AI CRM- Zoho
- Salesforce
- HubSpot
- Bitrix24
- Odoo
What it will not do
It doesn't guess. If the answer isn't in your files, it says so — it won't fill the gap from the internet. It's not legal or accounting advice: it tells you what your files say, and the decision stays yours. Your documents stay yours and are never used to train public models.
Straight answers
Does it handle Arabic documents?
Yes. Arabic and English documents sit side by side, and you can ask in one language about a file written in the other. The answer comes back in the language you asked in.
What about scanned PDFs and photos of documents?
Scans and photographed pages are read too. Quality matters — a clear scan gives a clean answer, and a badly skewed photo may need re-uploading.
Can I control who sees what?
Yes. Documents are grouped, and access is set per group, so HR files and finance files do not have to be visible to the same people. Sensitive values are also flagged inside answers.
Where do our documents live?
In your own private workspace on our infrastructure, isolated from other clients. They are not shared, not resold, and not used to train public models. Regional hosting can be arranged where your policy requires it.
How long does setup take?
A typical first workspace is live within days of receiving the documents. Larger archives are loaded in batches so your team can start asking questions while the rest is still going in.
Do we have to organise the files first?
No. Send them as they are. Organising is what the brain does — naming and folder structure do not decide whether an answer is found.
Q&A
Which CRMs do your AI agents integrate with?
We integrate natively with Zoho, Salesforce, HubSpot, Bitrix24 and Odoo, and connect to anything else through n8n, Make or Zapier. Every call, chat and booking lands on the right record, so your pipeline reflects reality without manual data entry.
- Two-way sync: the agent reads history and writes back outcomes.
- Deduplicates leads across calls, WhatsApp, forms and ads.
- Custom fields, stages and owners mapped to your existing pipeline.