Business Intelligence

Your business generates data every day. Intelligence turns it into action — daily briefings, real-time alerts, and AI-powered insights delivered where you work.

How It Works

Intelligence connects to your existing tools, discovers what matters, and tells you before you have to ask.

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Discover

Intelligence automatically scans your connected integrations — QuickBooks, CRM, email, support tickets, and more — normalizing data across systems.

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Analyze

Claude analyzes your data for trends, anomalies, and opportunities. Revenue patterns, churn risk, AR aging, customer concentration — flagged automatically.

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Deliver

Get morning briefings in chat and email, weekly summaries, and critical alerts in real-time. Ask Lali questions grounded in live business data.

Intelligence Plans & Pricing

Basic, Pro, and Enterprise tiers with included AI credits, cost estimator, and feature comparison.

View Intelligence Pricing

What Intelligence Scans

24+ integrations across finance, CRM, communication, and operations.

Financial

QuickBooks, Zoho Books, Shopify — invoices, payments, revenue, expenses

CRM & Sales

HubSpot, Zoho CRM, SMB CRM — leads, deals, contacts, pipeline

Communication

Office 365, Google Workspace, Slack — email patterns, calendar, activity

Operations

Zendesk, Zoho Desk, DocuSign, Gusto — tickets, contracts, HR

How Intelligence Connects to LaliSays

Intelligence is an add-on that works alongside the Agent platform and SMB CRM. It reads data from your connected integrations, generates insights using Claude, and feeds that context back into every chat conversation — so when you ask Lali a question, the answer is grounded in your real business data.

Chat Context Injection

Latest insights are automatically injected into every conversation. Lali answers with live data, not guesses.

Morning Briefings

Start your day with a conversational summary: key metrics, attention items, wins, and what to watch this week.

Critical Alerts

AR aging past 60 days? Churn risk spiking? Unusual transaction? Get notified in chat and email immediately.

Works With Both Products

Add Intelligence to the Agent platform for enterprise scanning, or to SMB CRM for small business insights.

Frequently Asked Questions

Common questions about Intelligence.

Do I need the Agent or SMB CRM to use Intelligence? ▾
Yes. Intelligence is an add-on to the LaliSays platform. You need at least one product (Agent or SMB CRM) with connected integrations for Intelligence to scan. Intelligence reads data from those connections and generates insights — it doesn't replace CRM or automation, it enriches them.
What kind of insights does it generate? ▾
Intelligence generates five categories: financial health (revenue trends, cash flow, margins), customer intelligence (churn risk, inactive accounts, top customers), operational alerts (support ticket spikes, engagement drops), anomaly detection (unusual transactions, pattern breaks), and actionable recommendations prioritized by business impact.
How is this different from a dashboard? ▾
Dashboards require you to look at them. Intelligence comes to you — morning briefings in your chat, email summaries, and real-time alerts when something needs attention. And because it's powered by Claude, you can ask follow-up questions in natural language: "Why did revenue drop last week?" or "Which customers are at risk?"
Is my data secure? ▾
Intelligence uses OAuth tokens from your existing integrations — no passwords stored. Data is encrypted in transit and at rest, with per-org isolation. Enterprise customers can opt for a dedicated instance with full VPC isolation.

Get Started with Intelligence

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