Ask questions about your business data and get instant AI answers

Ask plain-English questions about your CRM, docs, and other business data, and get accurate AI-generated answers instantly.

How the work actually flows

It branches. Any that apply are taken; all paths must finish before it continues.

Pattern: Multi-Choice (6) · Synchronisation (3)

flowchart TD trig>"question asked in chat"]:::trig s0["interpret the question"]:::task s1["combine findings"]:::task s2["return answer in chat"]:::task trig --> s0 s1 --> s2 gx{"○ search documents or data"}:::gate s0 --> gx p00["search indexed documents"]:::task gx -->|"search documents"| p00 p10["query synced business data"]:::task gx -->|"query data directly"| p10 jn{"+ before answering"}:::gate p00 --> jn p10 --> jn jn --> s1 out[/"accurate answer delivered in chat"/]:::out pay{{"answers without digging through tools"}}:::pay s2 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepAny that applyWaits for allResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
AI Agents & Autonomous SystemsAI Chatbots & AssistantsKnowledge Base & RAGCRM & Sales Pipeline
Connects
OpenAISupabasePeliqanNotionHubSpot

The problem it solves

Your business data is scattered across different apps like your CRM, project tool, and shared docs, so getting a straight answer means digging through multiple systems. Asking someone to pull a report or find a number can take hours or days.

Who it fits

An operations or sales leader who needs quick answers from data spread across several business tools.

How it works

  1. Your business data from tools like your CRM and Notion is synced into one place
  2. Key documents are indexed so the AI can search their content
  3. You ask a question in plain English through the chatbot
  4. AI decides whether to search documents, query the data directly, or both
  5. You get a clear, accurate answer in the chat
What you get

Answers pulled from scattered business data

Ask plain-English questions about your CRM, docs, and other business data and get accurate answers instantly.

What you get

An instant, accurate answer to a question about your business data, delivered in chat.

What you need

A Peliqan account connected to your business tools, an OpenAI account, and a Supabase database.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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