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Workspace AI Assistant

An AI assistant that reads your business and does real work

Ask questions about your projects, clients, inventory, and pending invoices in plain English or Hinglish. Clyrix AI drafts proposals, highlights blockers, and prepares tasks—always asking for your approval first.

Reads workspace contextDrafts client proposalsAlways asks before acting

How it works

Step by step, without the manual busywork

1

Ask about your business in plain English or Hinglish

Ask questions like 'Which client invoices are overdue this month?', 'Draft a proposal for client Acme', or 'Summarize blockers in the App project'.

2

AI reads verified workspace records

The assistant reads your live projects, client notes, invoices, and memos within your workspace permissions to answer from your actual records.

3

Review prepared actions and drafts

The assistant prepares the draft proposal, task update, or client summary and shows you the exact preview with action buttons.

4

Confirm to apply—you remain in control

Nothing is published, emailed, or sent without your explicit click. The AI assists your team without creating risky automated mistakes.

Built for your business

Built for founders and team leaders managing multiple hats

Busy Founders & CEOs

Get instant daily morning briefings on project velocity, cash received, and outstanding client follow-ups.

Operations & Project Managers

Spot stalled tasks and generate clear progress reports for client review meetings in seconds.

Sales & Account Executives

Draft comprehensive scope-of-work proposals from meeting notes in minutes rather than hours.

Frequently asked questions

Everything you need to know about workspace ai assistant

Is my business data used to train AI models?
No. Your workspace data is processed through enterprise private endpoints with zero data retention for model training.
Can the AI send messages or emails on its own?
No. Clyrix follows a strict 'Human in the Loop' rule. The AI drafts content and prepares actions, but you must click to confirm any action.
What kind of questions can I ask?
You can ask for financial summaries, client history, project roadblocks, invoice reconciliations, and draft proposals based on existing project scopes.

Put an AI assistant to work in your business

Cut administrative busywork and focus on doing great work for your clients.

14-day free trial · No credit card required · Set up in minutes

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