AI Assistant

Turn live pipeline data into ready-to-paste prompts for your own AI chat.

1. What do you need?

Each option builds a different prompt from real data in your Business OS.

Pick the record this is about, and add anything the data doesn't capture.

Borrower / lead

Tone

Anything else the AI should know

Nothing is sent anywhere. Copy it into your own Claude or ChatGPT.

Choose what you need above.