AI Automation & IntelligenceAIFlow/OS — a StorixFlowOS module

An AI copilot on every screen — included

AIFlow reads the record you’re on and proposes the next action: summaries of long histories, drafted follow-ups, risk flags, and plain-language answers about your data.

Works alone or with any module AI copilot included Live in a day
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01 — Sound familiar?

The problem AIFlow removes.

Reps spend hours writing the same follow-up messages
Nobody has time to read a 40-touch customer history
Insights exist in the data but no one queries it
AI tools live outside your system, blind to your records
02 — What's inside

Everything AIFlow does for you.

Each capability works out of the box — and everything lands on the same customer record the rest of the platform uses.

Record summaries

Any lead, deal or ticket summarized in seconds — history, promises, open items.

Next-best-action

The copilot proposes what to do next with every field pre-filled; a human approves before anything ships.

Drafted replies

Follow-ups, quotes cover notes and support responses drafted from the record’s actual context.

Plain-language answers

Ask “which leads are most likely to close this week?” and get an answer from your data, with sources.

Risk flags

Deals going quiet, tickets about to breach, stock ageing past thresholds — flagged before they hurt.

On every module

One copilot across leads, deals, inventory, finance and support — because it’s one data model.

03 — Better together

AIFlow pairs naturally with…

Every module shares one database and one customer record — turn on a second module and they connect instantly, no integration project.

04 — Common questions

AIFlow questions, answered.

Does the AI act on its own?

No. It proposes; a person approves. Every suggestion cites the records it came from, and nothing is sent without a human tap.

Is my data used to train models?

No — your data stays in your own database and is used only to answer your team’s requests.

Is the copilot an extra cost?

It ships with the platform. See plans on the platform site for current inclusions.

More questions? Talk to us or explore all modules.

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See AIFlow running on your data.

A 20-minute walkthrough on your own workflows. No credit card, no lock-in.

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