Run Your Whole Business
From Slack
We build a custom AI agent around the way your business works. It connects your CRM, calendar, messaging, proposals, payments and accounting, so your team can ask questions, get reports and take action without leaving Slack.
Scenario: Stalled deals.
Mike R. asks: Which deals have been stuck in the same stage for more than 14 days?
Vantage AI checks: Scanning pipeline stages, Checking last activity, Matching deal owners. It replies: 4 deals have gone 14+ days without moving:
Martinez, Proposal sent, 23, Dana
Okafor, Contract review, 19, Luis
Whitfield, Financing, 17, Dana
Chen, Site visit, 15, Priya
Want me to nudge each owner with the customer’s history and a suggested next step?
Approved by Mike R. · 4 nudges sent to Dana, Luis and Priya · logged in CRM
Every App Feeds One Agent. Your Team Talks to It in Slack.
Today your information is spread across a dozen tools. We connect them to a single AI agent that can read from all of them and act across them, so one question in Slack can pull together what used to take an afternoon of exports and spreadsheets.
What Happens When You Ask
From question to finished task in one Slack thread.
Ask in Slack
Type a question in plain English in a channel or a direct message. No reports to build and no filters to set.
The agent gathers the data
It checks every connected app at once, such as your CRM, calendar, payments and more, using only the access that person is allowed.
You get the answer
It replies in the thread with a table, a chart or a short summary, plus links back to the records it used.
Approve the next step
If something needs doing, like a text, a reschedule or a status update, it proposes it and waits for your click.
What Your Team Can Ask
Every team asks in their own words. The agent knows your pipeline stages, your products and what your team calls things.
Sales
- “Which leads came in this week and haven't been called yet?”
- “Show me every proposal sent over 10 days ago with no reply.”
- “Draft a follow-up for the Martinez deal based on our last call.”
Operations
- “What installs are scheduled next week, and who's on each crew?”
- “Which signed customers are still waiting on permits?”
- “Reschedule Thursday's site visits and text the customers.”
Finance
- “Which invoices are more than 30 days overdue?”
- “How much did we collect last month compared with the month before?”
- “Which financing applications are still pending?”
Owners & managers
- “What's our close rate this quarter, broken down by rep?”
- “Which lead source brings in our best customers?”
- “Send me a summary of the week every Friday at 4 PM.”
The AI Does the Work. You Stay in Control.
An agent that can act needs clear limits. These are included in every build.
Approval before action
Anything that changes data or contacts a customer waits for a person to approve it in Slack.
Role-based access
The agent only shows each person what their role allows, so reps, managers and finance each see the right data.
Full audit log
Every question, answer and action is recorded, with who asked and who approved.
Scoped connections
Each app is connected through its official API with only the permissions it needs. You can revoke access at any time.
Built Around the Apps You Already Use
No new software for your team to learn. We connect what you already have and set the agent up around your workflows.
CRM & pipeline
Vantage CRM, your existing CRM
Calendars & scheduling
Google Calendar, Outlook
Email & SMS
Gmail, Outlook, business texting
Lead sources
Website forms, Facebook & Google Ads
Proposals & design
Proposal, quoting and design tools
E-signature
DocuSign, PandaDoc
Payments & financing
Stripe, lender and financing portals
Accounting
QuickBooks, Xero
Files & spreadsheets
Google Drive, Google Sheets
Tools listed are common examples. If a tool has an API, we can usually connect it, and we confirm every connection before work starts.
Set Up for Your Industry
The agent learns the words and steps your business uses. Here’s the kind of question each industry asks first.