Never miss a revenue risk or opportunity again

Yes on privacy — Cai runs inside your own ringfenced environment, and your commercial data is never pooled with any other organisation's or shared across accounts. And no on replacement — Cai doesn't replace your reps or account managers. It surfaces the risks and opportunities buried in your data and recommends the play; your team decides what to act on and still owns the relationship.

No. All model calls are made through stateless APIs, and your commercial data is never used to train any model — Heyxio's or any underlying provider's.

Cai can create tasks, log activity and update fields directly in your CRM once a workflow is trusted — for example, drafting outreach tasks or updating a calendar agenda. For higher-stakes actions, like closing an opportunity or changing a deal stage, Cai proposes the move and waits for a person to confirm it. You control which action types run autonomously and which need sign-off.

Both. Cai can be deployed for a single team or scaled across multiple business units — including across PE portfolio companies, where an operating partner can run Cai over several portfolio companies without their data being pooled together. Each business unit's data and workflows stay separated.

Cai's memory belongs to the organisation, not the individual. When an account owner leaves, the accumulated context, history and relationship intelligence stay with the account, so a successor isn't starting from zero. That's part of the "never resigns" principle Cai is built on.

CRM-native AI like Einstein only sees what's logged inside that CRM. Cai interrogates data beyond the CRM and ERP — including what your team never formally logged — and works across whichever systems you use, rather than being confined to one vendor's ecosystem. See the full comparison above.

Cai connects to your CRM (e.g. Salesforce, Dynamics), ERP, email, calendar and BI tools — pulling structured and unstructured signals together into one commercial picture, rather than replacing any one of those systems.

Cai picks up signals that never made it into a CRM field — a tone shift in an email thread, a delivery delay mentioned only in a support ticket, a competitor mention buried in a call note — and weighs them alongside your structured data, so the picture isn't limited to what someone remembered to type into a form.

We start with a discovery phase to map your data sources, workflows and priority use cases, then connect Cai to your systems incrementally — starting with your highest-value signal, often CRM plus email, and expanding coverage as trust in Cai's recommendations builds. Maturity builds over time rather than being switched on all at once.