Platform / AI Agents

Built-in AI copilots that read and write your app data

Every Gainable app can include an AI assistant that understands your data, answers questions in natural language, and takes action - from querying deals to looking up company policies.

Step 1

Define the agent

Set a name, personality, instructions, and what it can access. Each agent is purpose-built for a specific role in your workflow.

Step 2

Connect knowledge

Upload documents and enable access to your app's live data. The agent answers from your actual sources, not generic training data.

Step 3

Embed as copilot

Place the agent on any page as a conversational interface. Your team gets instant answers right where they work.

What AI Agents can do

An intelligent assistant embedded right where your team works.

Query live data

Ask "Show deals closing this month over $10k" and get instant answers from your app's real data.

Reference documents

Upload playbooks, policies, and guides for accurate, sourced answers. No hallucinations - just your actual content.

Web search

Enable the agent to search the web for up-to-date information. Combine internal knowledge with external research.

Conversation starters

Pre-defined prompts shown as buttons to guide users. Lower the barrier to getting started with the agent.

Custom instructions

Define tone, rules, focus area, and data awareness. Make the agent a strict policy expert or a friendly onboarding guide.

Page-specific placement

Different agents on different pages, each with relevant context. A sales copilot on deals, a support agent on tickets.

Agents you can build

Purpose-built copilots for every role in your organization.

Data analyst

Ask pipeline questions in natural language, get answers from live app data. No SQL, no exports, no waiting.

Support assistant

Customer-facing agent trained on your knowledge base and FAQs. Answers questions 24/7 without human intervention.

Onboarding guide

Walk new hires through processes with step-by-step guidance. Always available, always patient, always consistent.

Policy expert

Instant answers about company policies, sourced from uploaded documents. No more searching through handbooks.

Your data. Your documents.
One conversation away.

Add an AI copilot to any app. It reads your data, references your docs, and answers your team's questions instantly.

Ask Gaia