Walk into every client and site call already briefed on the account and project
Ask @Briicky for a full account and project brief and get it in Slack, Teams, or WhatsApp before you dial, so you ask instead of search.
You ask @Briicky about the account or project
Before the 10am, you message @Briicky the AI Operator in Slack, Teams, or WhatsApp: brief me on the Watson project. No CRM login, no digging through the job system.
@Briicky pulls from every connected system
@Briicky reads your CRM, your job or project system, your accounting ledger, your email history, your own data store, and the public web in a single pass.
You get a 360 brief before you dial
Project and account history, open quotes and variations, job and site status, outstanding invoices, past site visits and comms, and the contact's name and role. One message, before you call.
The call outcome logs back automatically
After the call you tell @Briicky what happened. It writes the outcome and next actions back to your CRM and job system, so no one logs in to update the record.
Automation works with
Before Briick
Leads slip through while your team is busy
You log into the CRM, the job system, and email before every client or site call
Open quotes and variations sit across separate systems, so you walk in half-briefed
You find out about an overdue invoice from the client, on the call
Site and job status lives in one system, account history in another, comms in a third
Call notes get typed up later, if at all, so the record is always behind
After Briick
Every lead gets a response in minutes, automatically
You ask @Briicky once and get the full account and project brief before you dial
Open quotes, variations, and job status arrive in a single message
You know the invoice position before the client raises it
Project history, site visits, and past comms sit in one 360 brief
Call outcomes log back to your CRM and job system automatically
By the numbers
systems to open before a call
view of the account and project
starts fully briefed
Works while you sleep
How it works. Set up once. Runs forever.
Connect your CRM, job system, and accounting
@Briicky connects to your CRM (HubSpot, Pipedrive, or Salesforce), your job or project system such as simPRO, Xero, and your email, so account, project, and invoice data all read from one place.
Connect Teams, Slack, or WhatsApp
You ask for briefs and log outcomes wherever your team already talks: Microsoft Teams, Slack, or WhatsApp. @Briicky answers in the same thread.
Set what gets briefed
You decide what a brief includes: project and account history, open quotes and variations, job status, outstanding invoices, past site visits, and the contact's role. Adjust it by voice through @Briicky once live.
Your data lives in your own store
Your account, project, and call data stays in a data store you own. Briick reads from it to build each brief and writes outcomes back to your systems.
Ready to put AI agents to work in your business?
FAQs
Answers to the questions we hear most.
No. You ask Briicky, the AI Operator, for a brief in Slack, Teams, or WhatsApp and the account and project detail comes to you. After the call, the outcome writes back to your CRM and job system automatically, so the record stays current without anyone logging in.
@Briicky pulls from your CRM, your job or project system, your accounting ledger, your email history, your own data store, and the public web, then assembles it into one brief before your call.
Yes. A BDM gets an account brief before a client call. A project lead or estimator gets a project brief before a site call. Both draw on the same connected systems.
Yes. You tell @Briicky the outcome and it writes the notes, next steps, and any new actions back to your CRM and job system. Follow-up tasks route to the right AI agent.
