Private AI for the enterprise
Go Fig turns your systems, documents, and conversations into one private intelligence layer, then puts AI agents to work on it with a person approving each step.
SOC 2 Type II audited Runs in our cloud, your cloud, or on your own servers 
Won deal
From the deal notes
Outgoing
Message
In QuickBooks now
Proposed
Salesforce 
HubSpot 
NetSuite QuickBooks 
Snowflake Outlook 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.
Click a sentence to see where it came from.
Tuesday, 7:00 AM
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.
Pick a question, then click a bar.
West: 3 rows that add up to $1.24M
| Account | Amount | Source |
|---|---|---|
| Cedarline Foods Orders down 18% | $480k | Salesforce |
| Pinewood Grocers No reply in 34 days | $410k | Outlook |
| Riverbend Market Asked to cut volume on the last call | $350k | Fathom |
Found 41 renewals due before March.
Checked the last email and the last call for each account.
Flagged 12 with falling orders, no reply, or pushback on price.
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.
Done on its own, or queued for a person to approve. You decide, task by task.
The report your leadership reads, built from live data and delivered on schedule.
See reportingWhat changed overnight, as a short audio brief for the drive in.
See briefingsLive numbers inside the spreadsheets your team already trusts.
See spreadsheet syncKeeps the CRM current and drafts every follow-up from the call and the inbox.
How sales admin worksBuilt with your team on your data, for the work only your organization does.
See our servicesSales team at an IT MSP? See Go Fig for IT MSPs
Quiet customers back
The customers who went quiet are still in your CRM. Go Fig finds them every morning and drafts the check-in that picks up where you left off.
Every morning Keep in touch checks each rep's book in your CRM against their email and lists the customers nobody has talked to in a while.
For each one it reads the notes and the latest emails, then drafts one check-in that picks up the last real conversation and offers anything still owed.
A short brief sits beside each draft: why to call now, what is still owed, and how to open. Nothing sends until someone on your team approves it.
It reads your CRM and your email, the same connected data your other agents work from. Quiet means nobody on your team has talked to them. Orders kept in other systems stay out of view.
Every quote followed to the invoice
Every proposal goes out and gets followed up until the client signs or answers. Every win gets its kickoff, and its invoice when QuickBooks or Zoho Books is connected.
When a client agrees to terms in an email or on a recorded call, it drafts the proposal from their own words. Once you approve it, the proposal goes out for signature through SignWell.
Every morning it finds the proposals and contracts nobody has signed or answered and drafts one polite follow-up for each. No deal dies waiting on a follow-up.
When the client signs or the deal closes won, it drafts the handoff to your team, the client's kickoff invite, and, where QuickBooks or Zoho Books is connected, the invoice for the deal's amount.
Triggers
Skills
Actions
Sample card · nothing here is real or sends
From the call
Recap
Outgoing
Message
What we've seen
We've seen the funnel stop leaking deals, and that meant more wins and a higher close rate.
Start with a free AI efficiency map: where revenue slips today, how ready your data is for AI, and the first agent we'd build. Schedule your free evaluation
You stay in control
Triggers
Skills
Actions
Pick a trigger, then decide the cards.
Won deal
From the deal notes
Outgoing
Message
In QuickBooks now
Proposed
Every draft, update, and report waits for a person to approve it, edit it, or skip it.
Pick one task at a time to run on its own while everything else still waits.
Any task can go back to waiting for approval. Every read, draft, and action is logged.
Deployment
SOC 2 Type II audited. Encrypted in transit and at rest. Never used to train AI models.
Inside your own cloud account and region, under your controls.
On your own hardware with open-weight models, so nothing leaves your network.
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, or on your own servers. The hosted service is SOC 2 Type II audited.
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 task at a time run on its own and can take that back anytime.
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 connects to the CRM, ERP, databases, email, and call tools you already run.
The ones where the work piles up, picked with a solutions engineer in week 1. For most companies that is sales follow-up and the CRM, clearing the inbox, or handing off a won deal and invoicing it. More go live as you trust them. How the sales admin works
A solutions engineer walks your team through what Go Fig would connect, what it would learn, and which agents would go first.