Skip to content

Run business operations with AI.Keep control.

Turn repeatable work into operations that use your company’s knowledge, follow your rules, and produce recorded outcomes.

14 days free. No card needed.

  • Your rules
  • Your records
  • Verified outcomes

Lead qualification

Sales operation

OPERATION ACTIVE

Run RUN-2512 · Maria’s demo request

maria@cursima.com · via airails.com

“Can we book a demo for our team this week?”

  • Company MemoryApproved demo booking guideCompleted
  • AIRails CRMNew contact · CursimaCompleted
  • Reply ready to send
  • Opportunity awaiting approval
  • Qualified opportunity pending approval

Company Memory · AI Operator · CRM · Email · Human approval

Sample lead · No real actions.

How it works

Your company, set up for AI. On rails.

Your company’s knowledge, rules and systems, set once. Each operation uses only what it is given, and every Run shows what it used.

Your company

Memory

What your company knows: approved documents, procedures and facts.

Only approved sources. A missing fact is named, never guessed.

Policies

What each operation may do, and when a person decides.

Autonomous | Needs you | Never
Set per action: See the rules

Systems

Where the work happens: your CRM, inbox, calendar and APIs.

Connected is not granted. Each operation gets only the access it needs.

  1. OperationA job you choose, given only the memory, rules and access it needs.
  2. RunOne business case, trigger to result. Exceptions come to you.
  3. OutcomeChecked against the real result, with every step recorded.

One company.
Operations across functions.

Each function runs its own operations on the same company Memory, Policies and Systems. Start from one of these or define your own. Every Run ends in a verified Outcome.

Your company’s Memory and Systems

Inbox triage: 4 of 11 sources, 3 shared · 1 of 7 Systems

Memory

  • Company profile (used)
  • Product facts (used)
  • Pricing facts
  • Tone of voice (used)
  • Demo booking guide
  • Refund policy (used)
  • Supplier list
  • Accounting codes
  • Case checklist
  • Document requirements
  • Onboarding checklist

Systems

  • Gmail (used)
  • Website form
  • Intake API
  • AIRails CRM
  • File upload
  • AIRails records
  • Google Calendar
TriggerA customer email arrives in your support inbox.
MemoryCompany profile, Product facts, Tone of voice, Refund policy
SystemsGmail

Policies

Runs on its own

  • Classify intent and urgency, route to the owner
  • Answer routine questions

Needs you

  • Send refund or sensitive replies

Never

  • Promise a refund billing has not confirmed

Outcome

Every message answered or with its owner.

Verified: Reply confirmed in the original Gmail thread.

Example run:Refund question answered in the customer’s threadRUN-2107View record
  1. Email received09:14:02

    james@fabrikam.com · “I was charged twice. Can you refund one payment?”

  2. Context checked09:14:05

    Thread and sender history · Refund policy from company Memory

  3. Reply drafted09:14:07

    Cites the refund policy · Promises no refund before billing confirms

  4. Approved by Priya09:16:40

    Support lead · Your policy: refund replies need you

  5. Reply sent and routed09:16:42

    Answered in the original thread · Billing review requested

Sample record · No real messages sent.

To activate:
  1. Connect your support inbox
  2. Test Run on a sample email
  3. Activate

14 days free. No card needed.

Start with this operation

Autonomy where it’s safe.
Approval where it matters.

Each action is Autonomous, Needs you or Never. Change a Policy and every new Run follows it.

Try it on Maria’s demo request

Policy revision 3 · recorded on every Run

Lead qualification · Policies for this operation

Maria’s demo request under this rule

  1. Enquiry received
  2. Reply drafted
  3. Held · nothing sent
  • Check context and qualify fitAutonomous
  • Draft from approved knowledgeAutonomous
  • Create a qualified opportunityNeeds you
  • Send a routine qualification replyNeeds you
  • Book an agreed meetingNeeds you

Always needs you in this example: discounts above 10% or drafts missing company facts.

Never: deleting CRM records, changing bank details or signing legal commitments. No approval can override these.

Every decision, on the record.

This is the record of Maria’s demo request above: what came in, which Memory and Policy versions it used, who approved it, and what happened next. Your team sees one for every run.

Run record · RUN-2512

Demo request · Cursima

Waiting

Select a step to see what was recorded.

14:02:07

The reply is held until someone says yes

Nothing is sent while the reply waits. The person who decides and the time of that decision will be added to the record next.

Rule
New opportunities are reviewed first
Policy
Lead qualification · revision 3
Status
Awaiting a decision

Sample record from our own operation · No real messages sent.

Before you hand over the work.

The questions teams ask before letting AI act on their behalf.

Will it act without my approval?

Only where your Policies say so. Every action is set to Autonomous, Needs you or Never. Start with review on every action, then let routine ones run once you trust them. Exceptions still wait for a person, and actions set to Never stay blocked: no approval overrides them.

What if the AI gets something wrong?

Drafts use only approved company Memory, and the Run Record names the sources behind each one. A missing fact is flagged and brought to a person, never guessed. Where review is on, your team checks and edits the work before anything is sent or recorded.

What happens if a step fails?

The Run keeps its state and retries within set limits. When an external action’s result is uncertain, AIRails checks it before trying again, so nothing is sent twice. Anything still unresolved comes to a person with an owner and a safe next action.

Can I test it before it goes live?

Yes. Run a sample on your own setup before turning the operation on. A sample takes no real actions, is never billed and never counts as a result.

Which tools does it connect to, and what can it access?

Gmail, Google Calendar, Microsoft 365, HubSpot, Salesforce, Zapier, AIRails CRM, website forms, file upload and an intake API. Connecting a system does not give every operation access: each operation is granted only what it needs, and you can revoke access at any time. Start free trial.

What does it cost?

14 days free, no card needed. Then from $99 a month, with runs and AI included. See pricing.

Give AI the work.
Keep the control.

Choose an operation. Add your company’s knowledge, set what it may do, connect your tools, and test it on a sample before you turn it on.

On Team, invite everyone who needs to review or approve work. Reviewers never cost extra.

Start free trial

14 days free, no card needed. Then from $99/month, cancel anytime.

View pricing