VertexAn AI that does the work — not just the talking.
Most "AI CRMs" summarise. Vertex's assistant operates the CRM. Ask in plain English and it creates the discount, drafts the order, books the meeting and sends the campaign — each as a result card you approve before it commits.
One message. Three real actions. Nothing commits until you approve the card.
A working operator, in the chat box.
The assistant picks the right tool for what you asked, fills it in from your data, and shows you the result. These aren't suggestions to copy-paste — they're the actual actions, drafted and ready.
Create discounts & offers
Spin up a coupon, a percentage off, or a targeted save offer scoped to a plan or a single account — drafted for review.
Draft orders & subscriptions
Build a sales order or a new subscription with seats, terms and the right currency — priced, totalled, ready to lock.
Build custom plans
Need a bespoke tier for an enterprise deal? It assembles the plan, prices it and stages it for your sign-off.
Book meetings
Find a slot, hold it on your calendar and draft the invite — OTP-verified bookings included.
Send email & SMS
Draft and send a one-off or a sequence to the right contact or list — through your own provider keys.
Build audiences & campaigns
Segment your contacts on the fly and assemble a campaign — audience, message and schedule, staged for launch.
Read your numbers
Ask "why is MRR down?" and it reads churn, funnel and revenue — then tells you what changed and where.
Knows what you can do
Ask "what can I do here?" and it answers honestly against your permissions — capability awareness built in.
Powerful, but never reckless.
Speed where it's safe, a hard stop where it counts. The guardrail layer decides what runs on its own and what waits for you.
You ask in plain English
Describe the outcome you want. The assistant maps it to the right tools and pulls the details from your live data — no forms, no fields.
It drafts a result card
Every action becomes a card with the exact values it will write. Safe, read-style steps run automatically; money and bulk actions are held as drafts.
You approve to lock
Review the numbers, tweak if needed, and approve. Only then does it commit. Nothing irreversible happens without your go-ahead.
It can only do what you can do.
The assistant runs with your exact permissions — not an admin backdoor. If your role can't refund an invoice, neither can the AI on your behalf. And every single call it makes is written to the audit log, with who, what and when.
- Permission-scoped to the signed-in user, always
- Money and bulk actions routed through an approval gate
- Every tool call audited — fully traceable after the fact
- "What can I do here?" answered honestly against your role
- Your own AI keys, your own data — no metered markup
It watches, even when you're not.
Beyond the chat box, the assistant runs inside your workflows — surfacing the right move the moment something happens. Safe actions fire automatically; anything that touches money waits for one click from you.
- Reacts to cancel intent, quota limits, stuck deals and more
- Fires retention offers and nurtures the instant they're needed
- Same guardrails as the chat — approval gate on every risky step
- Reports back on what worked so you can keep what does
One assistant, all nine products.
Billing & Revenue
Draft quotes, orders and subscriptions; apply offers; read MRR and churn — straight from chat.
Learn moreMarketing Analytics
Ask why leads dipped and it reads the funnel down to the session — then drafts the fix.
Learn moreMeetings
"Book a demo with this lead Thursday" — it holds the slot and drafts the invite.
Learn moreQuestions, answered.
Can the AI assistant actually change things, or just answer?
It does the work. The assistant creates discounts and offers, drafts sales orders and subscriptions, builds custom plans, books meetings, sends email and SMS, and builds audiences and campaigns — each surfaced as a result card you approve before it commits. Money and bulk actions always route through an approval gate.
What stops it from doing something irreversible?
A guardrail layer. Safe, read-style actions run automatically; anything involving money or bulk changes is held as a draft and needs your explicit approval to lock. Nothing irreversible commits without your go-ahead.
Is it scoped to my permissions?
Yes. The assistant runs with your exact permissions — it can only do what you can do. Ask "what can I do here?" and it answers honestly against your role. Every call it makes is written to the audit log.
Does it use my own AI keys?
Yes. You bring your own provider keys, so there's no metered markup and your data and credentials stay yours. Vertex runs on bare metal with a sub-50ms API.
What can it do, exactly?
Create discounts and offers, draft sales orders, create subscriptions, build custom plans, book meetings, send email and SMS, build audiences and campaigns, and read your numbers — MRR, churn, funnel — to tell you what changed and why.
Tell it what you want. It does it.
Open Vertex and run your pipeline, billing and campaigns from one chat box — with an AI that drafts the action and waits for your go.