An AI assistant that works your CRM for you

Concierge is the AI agent built into Enflow OS. You ask in plain English and it uses more than 90 tools to look up leads, update deals, create tasks, schedule meetings, draft emails, build workflows and log your time, using your own business profile and documents.

Built into Enflow OS.

How it works

  1. Ask in plain English. "Who haven't I followed up with this week?" or "Move the Harbor deal to won and send the invoice."
  2. It does the work. Concierge finds the records and takes the action, asking you to choose when there's more than one match.
  3. Answers from your knowledge. Add your documents and business profile so answers match how you work.

What's included

90+ tools

Across leads, pipeline, calendar, tasks, email, events, invoices and more.

Knowledge base

Answers grounded in your documents and business profile.

Daily opportunities

OpportunityCatalyst runs daily and surfaces deals worth chasing.

Time tracking by voice

Clock in, take a break or log time just by asking.

Respects permissions

Concierge only does what the person asking is allowed to do.

Bring your own model

Use your own AI provider key, including OpenRouter and others.

Examples by industry

Sales teams

Prep for a call in seconds: "Summarize everything with Northlight before my 2 p.m."

Agencies

Spin up a client's onboarding tasks and workflow from one request.

Home services & trades

Owners on the road ask for today's jobs and unpaid invoices.

FAQ

Can Concierge change my data?

Yes, when you ask it to, and only within your own permissions.

Does it train on my data?

No. Your data is never sold or used to train AI models.

Which AI models does it use?

Enflow OS uses Anthropic's Claude by default, and you can bring your own key for other providers.

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