Advisory · Labs Brief us →
● DEMOS DOCUMENT 012 MODE: SANDBOX
// 01 · DEMOS

Demos

Real interactive slices of our CRM. Click a demo on the left to switch — synthetic data, runs entirely in your browser.

AI inbox

The lead-response surface our clients use. Click a thread on the left, click Suggest reply on the right — watch the AI draft compose itself, then send.

SC
Sarah Chen
CTO · HEI Brokerage Co.
Hey, saw your post about the HEI eligibility engine — would love to understand the build pattern. Do you have a deck or screen recording we could review? Quick context: we're a Series B with three programs (HEI / HEA / SLB) and our current engine is a tangle of nested if/else inside our LOS. Anything we can crib from?
2h ago
No draft yet — click "Suggest reply" to have AI draft a response.

// sandbox — synthetic conversations, no messages actually leave your browser

// WHY THIS MATTERS
  • 4-hour response gap kills 90% of inbound — real-estate and mortgage operators bleed leads at the first-touch step.
  • AI drafts ≠ AI sends — the human stays in the loop. Operator reviews + edits + sends. Faster, not careless.
  • Industry-aware drafts — replies use the right lingo (LTV, LOS, SOC 2) because the prompt knows your vertical.
// WHAT'S IN THE REAL CRM

Production version runs against Postgres, integrates with Gmail / SMS / web-form inbound channels, scores confidence on each AI draft, routes low-confidence cases to a human queue, and writes every send to the activity timeline. Median first-touch under 2 minutes.

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