Meet Karrie, AI co-pilot
The co-pilot that runs your day.
Karrie answers from your CRM with citations, drafts your follow-ups, flags what needs you, and hands work to seven specialist agents. An agent that acts, not a chatbot you prompt.
Karrie leads all eight agents in the lineup. She handles the conversations while specialists cover scoring, logging, and forecasting. Weighing whether an AI assistant fits your team? Start with our honest guide to what AI sales agents can and can't do.
Four jobs, off your plate.
- 01
Plans your day
Every morning
A ranked brief every morning: the 9 things that move revenue, in priority order.
- 02
Scores every lead
As it arrives
Real-time intent scoring on every inbound, so your team works the hottest first.
- 03
Drafts the follow-ups
Approval by default
Personalised sequences written and queued. You just approve and send.
- 04
Forecasts the month
From your own pipeline
Probability-weighted revenue with at-risk deals flagged before they slip.
Your day, ranked. Ready by seven.
Every morning Karrie writes each person a brief: the things that move revenue, in priority order, with the month's forecast under them. It is on your dashboard before you log on.
9 priorities, ranked by deal impact
- 01Zenith Data MigrationZenith CorpDealDue to close in 3 days · No activity for 9 daysSend a follow-up$120,000
- 02Summit AI pilotSummit LabsDealDue to close in 4 days · Only 35% likelySend a follow-up$64,000
- 03Marcus OkaforTechScaleLeadScored 87 · Nobody has reached out yet · Came in todayReach out now
- 04Blue Harbor retainerBlue HarborDealMeeting today at 2:30 PM · Task overdue: Send revised quoteReview before the call$38,500
- 05Quote Q-1042GreenLeafQuoteExpires in 2 days · Opened, not acceptedChase the quote$18,200
and four more
$48,200 weighted to close this month, up 12% on last month.
- What she ranks
- Stalled deals, deals about to close, hot leads nobody has reached, overdue tasks, today's meetings and quotes about to lapse. Up to nine, never padded.
- How
- Expected value, the amount times the probability, scaled by how urgent it is. It is arithmetic over your CRM, so every line links to its record and says why it is there.
- The follow-ups
- One button drafts a personalised follow-up for every item that needs one. They wait in Approvals, and one tap on Approve all sends them.
- When
- Ready by seven in your own time zone. Pick your own time, or have it emailed, from the dashboard.
- The team check-in
- Opt in and she also posts stalled deals, overdue tasks and low-odds deals to a team chat channel you choose.
She works the whole shift. The agents cover the one you're not on.
She opens the day with your brief, scores every lead as it arrives, and is one question away after that. Anything that would reach a customer waits for your yes.
- 7:00 AM
Plans your day
9 priorities ranked by deal impact, waiting in your brief before you log on.
- 9:24 AM
Scores a new lead
Marcus at TechScale just hit a score of 87. Karrie flags him as high-intent.
- 11:00 AM
Drafts the follow-ups
14 personalised sequences written and queued for your one-tap approval.
- 2:30 PM
Flags the risk
Three deals have stalled 5+ days. Karrie surfaces them with a suggested nudge.
- 5:00 PM
Forecasts the close
$48,200 weighted to close this month, up 12% on last month.
Example day
On every plan. No AI seat fee.
No premium tier to unlock scoring or forecasting: Karrie ships in full from the $49 Starter plan up. She runs on your own AI key at your provider's price, or on AI credits at $5 a month per 5 million tokens.
See pricing- on call for your pipeline, overnight and weekends included
- 24/7
- agents on every plan. Karrie runs the other seven
- 8
- per seat. She is on every plan, on your own AI key or on AI credits
- $0
Karrie, answered.
Karrie is the AI co-pilot built into every AutomateNexus CRM plan. Unlike chatbots that wait to be prompted, Karrie works proactively: every morning she writes each person a brief of up to nine priorities ranked by deal impact, she scores every lead as it arrives, and she drafts the follow-ups for your approval. She also answers from your CRM with citations, updates deals when you ask, and can post a team check-in to your chat. Anything that reaches a customer waits for approval by default.
She is on every plan, with no per-seat AI fee and no premium tier to unlock lead scoring, follow-up drafting, or forecasting. Plans start at $49/mo and differ only in seats and storage. Karrie runs on an AI provider key of your own (OpenAI, Anthropic, Google, DeepSeek, or a model on your own computer), at that provider's price, or on AI credits from us at $5 a month per 5 million tokens.
Not unless you allow it. Anything customer-facing runs behind an approval gate by default: Karrie drafts, you review and send. You can widen her autonomy action by action once the audit log shows a clean run, and every action she takes is logged with its reasoning.
Every lead is scored from 0 to 100 the moment it arrives, from who they are (fit) and what they have done (intent). The score moves when a lead submits a form, visits your site, opens or answers an email, or books a meeting, and the factors behind it are on the contact. When a lead crosses your hot threshold its owner is told and Karrie drafts a first note for approval. The AI SDR agent is separate and opt-in: it qualifies leads against your ideal customer profile, routes them to an owner and enrols them in a workflow.
From day one. The brief, lead scoring and follow-up drafting work from the records you already have, so they need no history. The revenue forecast from closed history is the part that takes time: it needs at least three months of closed deals and gets steadier with more. The weighted figure in the brief works as soon as your deals carry an amount, a probability and a close date.
Customer data never trains third-party models. With your own model keys (BYOK), your AI usage runs through your own provider account.
Yes — the Starter plan has a 7-day free trial with full feature access, including Karrie, and no credit card required. Growth, Business and Agency start as paid plans.
Put Karrie on your pipeline.
7-day free trial, no credit card. She's ready on day one.