Troy’s assistant reads your live sales, inventory, and revenue and answers in plain English — a morning briefing, your top priorities, which leads to call back — plus an AI knowledge base that onboards new hires on your playbook, not their guesswork.
This module ships finished with your Troy & Company license. Shown below exactly as your clients will see it — under your brand, on your domain, at a price you set. They pay you monthly to run their business on it. Click through the live demo →
The numbers exist — buried across tools, tabs, and exports. Most owners have no analyst to pull them, so the insight stays locked away until it’s too late to use. And every new hire relearns the business by guesswork while you answer the same questions again.
Troy reads the whole business for you. Ask anything in plain English, get a one-tap briefing, and lean on metrics that recompute themselves as deals close — while new hires ramp on a knowledge base trained on your playbook. Here’s what that looks like.
The assistant reads your live sales, inventory, logistics, and revenue. Ask a question or tap a one-click briefing, and it answers from your real data.
Beyond chat, Troy continuously computes the metrics that actually run a business — efficiency, team velocity, and leading indicators — and refreshes them as deals close and shipments land.
Ask anything; answered from live data.
A one-tap daily rundown.
The few things that matter today.
Who to call back, ranked.
What’s in transit and at risk.
Cost per dollar closed, CAC, CPL.
Attainment spread and top reps.
Win rate, cycle, weighted forecast.
Type a question like you’d ask a manager — or tap a briefing.
Troy responds from your live business data.
Jump straight to the lead, order, or report.
Calculated metrics keep updating in the background.
It reads your data, answers in your context, and tracks the targets you care about. We point it at what matters to you.
The assistant reads your live sales, inventory, logistics, and revenue — so answers are about your business, not generic.
Configure the one-tap briefings your team needs — morning rundown, priorities, follow-ups, logistics.
Set your goal and the metrics that matter; the intelligence recomputes against your numbers.
The same ratios normalize across deal size and model, so the view fits your business out of the box.
Can’t afford a data team? Ask in plain English and get answers from your live numbers in seconds.
Too busy to dig through reports? A one-tap morning briefing tells you what changed and what to do.
Pushing toward a target? Ask what to focus on this week and get specifics tied to your real pipeline.
An assistant that lives inside the business data — drafting, summarizing, and answering from what’s actually in the workspace.
The assistant works with the workspace’s own context — customers, deals, and operations — so answers are about your business, not generic advice.
Customer emails, follow-ups, quotes copy, and campaign text drafted in seconds and edited in place. The blank page problem, deleted.
Ticket histories, notes, and records summarized so anyone can get current in a paragraph instead of a scroll.
Paired with the Support module, an AI agent can field common customer questions from the knowledge base — deflecting tickets before a human touches them.
Generate KB articles from how the business actually works, then edit — standing up self-serve support in hours, not quarters.
AI shows up inside the flows — support, marketing, sales — rather than as a separate tab you have to remember to visit.
Troy is one platform, not a bundle of apps. Here’s what this module reads from — and feeds into — automatically.
Suggested replies and summaries speed every ticket; the AI agent resolves the repetitive ones outright.
Good support answers become KB articles, and the KB feeds the AI agent’s accuracy.
Email and SMS campaign copy drafted where campaigns are built.
Deal context turns into follow-up drafts reps actually send.
Website chat conversations get AI assistance for faster first responses.
Each client workspace has the assistant working on its own data — an AI product you’re reselling under your brand.
Troy configures itself to 126 industries. Here’s what this module looks like in a few of them.
“Where’s my order” handled by the AI agent from live status — support volume drops the week it turns on.
Estimate follow-ups and review requests drafted per customer in the tone of the business.
Client reporting summaries and campaign copy drafted from workspace data.
Appointment and policy questions answered instantly from the practice’s own KB.
Rep follow-ups and reorder nudges drafted from purchase history.
Engagement summaries and client updates written from the record, not memory.
No. Each workspace’s AI works on that workspace’s data only — tenant isolation applies to the assistant the same as everything else.
No — the assistant is part of the platform. That’s a ChatGPT-class line item your clients don’t need to buy separately.
It answers from the workspace’s knowledge base and hands off to humans when it shouldn’t answer — you control the content it draws from.
First-draft help articles built from how the business operates, ready for a human edit — the fastest path from “no documentation” to a working self-serve library.
No — it surfaces inside support, marketing, and sales flows where the work happens. No tab-switching, no copy-paste between tools.
This module — and the other 23 — is included on every plan. Nothing here is feature-gated. Your clients pay you directly at prices you set; we never take a cut.
Starting at $19.99/mo · No setup fees · Cancel anytime · Live the moment you sign up
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