Starter
For small teams getting started
Custom
- Core modules
- Up to 10 users
- Standard onboarding
- Email support
AI Assistant
AlliedAssist AI
- workflows
- Agentic
- over your data
- RAG
- in the loop
- Human
Capabilities
Everything AlliedAssist AI gives you
Business assistant
A conversational assistant trained on your processes.
Agentic automations
Multi-step agents that act across your tools.
RAG knowledge
Answers grounded in your documents and data.
Document intelligence
Extract, classify, and route documents automatically.
Human approval
Critical actions gated by sign-off before they run.
Audit logging
Every step recorded and reviewable.
Modules
One platform, the modules you need
- Automation
- Documents
- Reminders
- Copilots
How it works
From kickoff to live in four steps
The same path for every platform — what changes is the data and the workflow, not the process.
-
01
Discovery & setup
We map your workflow and configure the platform to fit how you actually work.
-
02
Migrate your data
We import your existing records so you start live with real data, not a blank slate.
-
03
Configure & automate
Tailor fields, roles, and automations to your process and tools.
-
04
Launch & support
Go live with onboarding and training, backed by ongoing support.
A look inside
Screens from AlliedAssist AI
- Assistant chat
- Workflow builder
- Knowledge base
- Conversation
- Automation flow
- Document extract
- Audit log
Who it's for
Built for teams like yours
Operations teams
Teams automating repetitive back-office work.
Support teams
Groups deflecting and assisting on common requests.
IT & automation
Builders shipping agents across internal tools.
Plans
Plans that scale with you
Most popular
Growth
Custom
Enterprise
For large, multi-tenant needs
Custom
- Everything in Growth
- Multi-tenant isolation
- SSO & advanced security
- Dedicated success manager
- SLA & uptime guarantees
FAQ
Common questions
Is it grounded in our own data?
Yes — RAG keeps answers grounded in your documents and systems.
Can it take actions, not just chat?
Agentic workflows act across your tools, with approvals where needed.
How do we stay in control?
Critical steps are gated by human approval and fully audit-logged.
Can it process documents?
It extracts, classifies, and routes documents automatically.