Not a chatbot. Not a wrapper. ByPlan AI is trained on every quote, project, and conversation in your workspace — it talks like your best rep, writes like your best PM, and never sleeps.
Each workflow runs across your real data, with full audit logs, human-in-the-loop approval, and your branding intact.
Answer leads in 11 seconds, in your voice, with the right context from your project history. Hand off cleanly to a human when needed.
A photo, a one-liner, a transcribed call — ByPlan turns context into a fully-priced, branded quote in seconds. You review & send.
Every call captured, transcribed, summarized, and tagged to the right lead — with action items written in plain English.
Every morning, ByPlan reads your pipeline, projects, and emails — and writes a prioritized list of what to actually do today.
Forget reading dashboards. Every week, ByPlan tells you in plain English where money is leaking and where to lean in.
ByPlan AI is fine-tuned on every quote, project, customer interaction, and material your workspace has ever produced. The longer you use it, the more it sounds like you.
Indexes every quote, contract, invoice, project, and conversation in your ByPlan account. Nothing leaves your workspace.
Trained on how you write. Copy your tone, your terms, your standard answers — not a generic SaaS chatbot persona.
Every action is logged. You set what AI can do automatically, what needs human approval, and what's off-limits.
Your workspace is yours. We never train shared models on your data. Every AI action is auditable, every output is logged, and you can revoke access in one click.
30-minute live walkthrough. Bring a real lead, a real call recording, a real project — we'll show you what AI does with it, in your workspace.