Draft proposal → Hollis Market
From the call
Fathom transcript
Proposed
Send for signature → Nora Whitfield
Waiting on
Proposed
Follow up with Nora Whitfield → Hollis Market
From the call
What you promised
Outgoing
Message
Private BI and AI
One governed model of your data, business intelligence on it, and agents that act with a person approving. It runs in our cloud, your cloud, on your own servers, or air-gapped, so your data stays under your control.
Tuesday, 7:00 AM
Prepare for Pinewood: their orders are flat and the pricing call went quiet.
From the call
Fathom transcript
Proposed
Waiting on
Proposed
From the call
What you promised
Outgoing
Message
My skills
Every hour, sorts your new unread mail and offers to archive it, archive or label the sender's future mail, or unsubscribe. Mail that needs you goes to Email follow-up.
Reads each email addressed to you and stages what it means: a reply in your voice when one is owed, tasks, notes, new contacts, lead status, deal changes, and meetings.
Each morning, one page of what needs you today: who is waiting on you, your meetings, your deals, and the cards ready for your OK.
Before each meeting with a client in your CRM, a short brief on who they are, their open deals, your latest notes and emails, and three things to raise.
After a sales call, drafts everything you owe as one group: the contact, a note, your promises as tasks with calendar reminders, the follow-up email, and an invite to any next meeting.
Finds your open deals that have gone quiet, have no next step, or are past their close date, names what each is missing, and stages the one action that moves it.
Each morning, finds the companies you have not contacted in a while and drafts a check-in for each, with a note on where things left off and their number to call.
When a client asks for a proposal or agrees to terms, builds the proposal from their own words and sends it for signature once you approve.
Each morning, finds proposals and contracts that have gone unanswered or unsigned and drafts one polite follow-up for each.
When a deal closes won or its agreement is signed, stages the handoff to your team, the client's welcome or kickoff invite, and, where connected, the invoice and a Slack post.
Won deal
From the deal notes
Outgoing
Message
In QuickBooks now
Proposed
Incoming
Message
Outgoing
Message
In Salesforce now
Proposed
Last email
Message
Outgoing
Message
In Salesforce now
Proposed
Your data
Every system you run on
Go Fig
Agents and answers on your data
Private AI model
Tuned to your business, on your hardware
Leading cloud AI models
Q4 overview
Q4 gross profit
Pipeline review · Sheets
Pipeline review | A | B | C | D | E | F | |
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| 1 | Rep | Deal | Stage | Amount | From the last call | Next step |
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Cedarline Foods
Is your organization ready for AI?
Get a free map of where your revenue slips and the first agent to build, yours to keep
The problem
The numbers live in the ERP and the CRM. The reasons live in email, documents, and calls. Nobody sees both at once, so every hard question starts with a week of digging.
Build the brain
Structured data from your CRM, ERP, finance systems, and warehouse. Unstructured data from email, call transcripts, and documents.
One governed model of your business. Every number traced back to the record it came from.
It syncs on a schedule, so reports and answers are never last month's.
Start your day knowing what needs you. Click a line in Do today to see what it was read from.
Tuesday, 7:00 AM
Prepare for Pinewood: their orders are flat and the pricing call went quiet.
What it was read from
Where it runs
Our cloud, your cloud, your own servers, or air-gapped. The AI models can run on your own hardware too.
Start fast on our hosted service, SOC 2 Type II audited, with leading AI models on zero data retention terms.
Run Go Fig inside your own cloud account and region, under your controls.
Install Go Fig on your own hardware, inside your network, so your data never leaves.
Run with no internet connection at all. Nothing goes out and nothing comes in unless your team carries it in.
Celeste
Celeste is Go Fig's AI analyst. Ask about your business in plain language. Every answer shows what she looked up and how she got there.
Q4 overview
Pick a question, then click a bar.
The AI workforce
Read the data, draft the report or the reply, update the record.
On a schedule, when a system sends an event, or when the data itself changes.
Queued for a person to approve. Internal work can run on its own once you trust it, and anything that reaches a customer always waits.
Every metric defined once, live dashboards, and questions answered in plain English.
See business intelligenceSearch across your documents, with every permission they already have kept.
See knowledge searchReports, updates, and replies staged as drafts a person approves in one click.
How the agents workLive numbers inside the spreadsheets your team already trusts.
See spreadsheet syncWhat changed overnight, in your morning brief. Audio briefings are coming soon.
See what's comingBuilt with your team on your data, for the work only your organization does.
See our servicesAI Gateway
Every question, tool call, and agent action passes one gateway inside your deployment. It masks what must not leave, picks the model your policy allows, and records who asked.
Names, email addresses, account numbers, and other personal or sensitive data are found and masked before a prompt reaches a model. Detection runs on Presidio, Microsoft's open-source library for finding personal data, inside your deployment.
Label a database, table, or folder and choose which models may see it. Private data is answered only by the private model on your own hardware, and everything else can use leading cloud models.
Every question, query, document read, model call, and tool call is written to a chained log: which data went to which model, by which agent identity, for which person. It streams to your SIEM, the system your security team already watches.
One request through the gateway, sample data
The question reads the payroll table.
Two names and an account number masked.
Private data, so the private model on your servers answers.
Reporting agent, managed by a named person.
Data, model, agent, and manager recorded.
You stay in control
Triggers
Skills
Watches stock in Epicor. When an item falls below its reorder point, drafts the purchase order and the note to the supplier.
Actions
A record update can act on its own. Anything that emails a person still waits for your OK.
Feed
In Epicor now
Proposed
The purchase order
Outgoing
Message
Pick a trigger, then decide the cards.
Custom agent examples, built with a customer for their own work. Sample data.
Every draft, update, and report waits for a person to approve it, edit it, or skip it.
Pick one internal task at a time to run on its own. Anything that reaches a customer always waits.
Any task can go back to waiting for approval. Every read, draft, and action is logged.
Deployment, step by step
A solutions engineer maps your systems and the questions that matter most.
The brain is built on your data, in the environment you choose.
The first agents go live with every action waiting for approval.
Agents graduate as you trust them, and new ones go where the work is.
The harvest
Decisions made on the whole picture. Reports that write themselves. People who spend their time on the work only people can do.
Where you choose: in Go Fig's cloud, in your own cloud account, on your own servers, or air-gapped with no internet connection. The hosted service is SOC 2 Type II audited.
Yes. Open-weight models run on your own GPUs, tuned to your business, so no question or answer goes to an outside AI provider. We can implement on your hardware or install new hardware. See private deployment
No. Your data is never used to train AI models. On your own servers, it never leaves your network.
Your team. Every action starts out waiting for a person to approve it. You let one internal task at a time run on its own and can take that back anytime. Anything that reaches a customer always waits.
A solutions engineer maps your systems and the questions that matter, connects your data, and starts your first agents in approval mode. From there, agents graduate and new ones are added where the work is.
No. Go Fig reads the databases, ERP, CRM, documents, and email you already run, read-only unless you allow more.
The ones where the work piles up, picked with a solutions engineer in week 1. Often that is a report leadership waits on, matching invoices to purchase orders, or reordering stock before it runs out. More go live as you trust them. How the agents work
A solutions engineer walks your team through what Go Fig would connect, what it would learn, and which agents would go first.