Type a question, get a clear summary. Tegrity AI scans the full customer history — conversations, deals, tickets — and tells your team what matters before the next touchpoint.
We've been using Tegrity Connect for several months and are very pleased with the product. It's easy to use and very functional with minimal modification. I highly recommend it.
A chat box on every customer record that knows everything you do.
Tegrity AI sits inside every customer profile, deal, and ticket — always available.
"What did we last talk about?" "Why is this account at risk?" "Draft a follow-up." It just answers.
Every AI answer cites the exact notes, calls, or emails it pulled from — so you can verify.
Generate the follow-up email, draft the next task, build the QBR slide — without switching tabs.
Open the record, click "summarize" — get the last 30 days, the open issues, the next step. Ready before the meeting.
Tegrity AI reads every call transcript, every email thread, every note — and answers any question, with citations.
Your AI assistant handles conversations, research, and routing while you sleep.
Point AI at your knowledge base and it is ready to chat or qualify in under two minutes.
Tegrity AI is pre-tuned for service businesses. No prompt library to maintain.
Ask AI features are included with our Business plan and up. Starter customers can upgrade anytime if you decide you want it later — no contract, no friction.
There’s almost nothing to set up on your side — the AI is already trained on your customer data the moment your account is live. Full guided onboarding (which includes connecting your data sources and customizing your dashboards) takes most teams 7–14 days. Optional paid services are available for automation setup and data migration if you want us to handle it.
Yes — Ask AI works on the data you have in Tegrity Connect, but doesn’t force you to abandon other tools. Many teams keep their accounting, payments, or specialty tools and just sync the customer-facing data over. Paid data migration is available if you want your historical customer records brought in cleanly.
Business plan customers get 24/7 chat support — so if a question looks off or you want help refining how the AI responds, a real person on our team can help. You also get access to 60+ CRM templates to make the most of your customer data.
Book a demo and see Tegrity AI surface the answer on every customer, instantly.
