AI employee
Ask your business anything. Then let it act.
It reads your pipeline, calls, forms, contracts and payments. So it can move a prospect, prep a call or draft a contract, not just answer.
Included in every plan. You approve what leaves the workspace.
Eight things you can ask it today.
Concrete jobs, in your words. Each one lands in the activity log.
Pipeline
You: Move Marc to Proposal and schedule a follow-up Thursday at 10.
It does: Prospect moved, follow-up created. Both in the log.
Calls
You: After each recorded call.
It does: Transcript into the CRM notes, tasks from the action items, a follow-up drafted for your approval.
Calls
You: Prepare my 2 pm call.
It does: A brief from the prospect card, form answers, past transcripts and public pages. With sources.
Inbox
You: Summarise what came in this morning.
It does: New Instagram DMs, form submissions and bookings, with suggested replies.
E-signature
You: Send the coaching contract to Julie from the Premium template.
It does: Agreement drafted from the template, prefilled from the client card. You confirm the send.
Reports
You: Show me booking rate by source for September.
It does: A report built on the fly, saved as a dashboard.
Forms
You: Create a qualification form for my ICP.
It does: A form with scoring and routing into the pipeline.
Automations
You: When a form score is above 70, tag Hot and assign to Sam.
It does: A workflow described in words, created as an automation.
You decide how much it does on its own.
Three levels, one setting. Change it anytime, or set it per action.
01
Suggest
It proposes, you act. Nothing changes until you click.
02
DefaultAsk before acting
Internal, reversible changes run on their own. Anything that leaves the workspace or touches money waits for your OK.
03
Act and report
It runs the tasks you allowed and reports each one in the log.
Per action, choose auto, confirm or never. Booking reminders and no-show messages go out from your templates, on their own.
Every run is logged. Undo from the log.
What it read, what it decided, what it did. Anything that waits for you sits in the approvals inbox.
What it will never do
Bounded, everyday tasks it can be right about. It checks with you on the rest.
- Send a message, a contract or a payment to a customer without your approval, at the default level.
- Delete your data.
- Change your billing.
- Run cold email blasts. It works on the people already in your pipeline.
The activity log of Klayno AI: six entries from one morning, each with the time, what was read, what was done and a status such as Done, Waiting for approval or Approved by you. An Undo link sits on each completed entry.
One currency for everything the AI does.
1 credit = one AI action or message. Every plan includes a monthly allowance, pooled across your workspace.
AI credits
| Kind of work | Examples | Credits |
|---|---|---|
| EverydayDraft a follow-up, summarise new messages | Draft a follow-up, summarise new messages | 1–5 |
| Deep workPrep a meeting from a transcript, build a report | Prep a meeting from a transcript, build a report | 10–50 |
| Big buildsRun a multi-step workflow | Run a multi-step workflow | 50–200 |
Monthly allowance
- Free50 credits a month
- Pro1,000 credits a month
- Business5,000 credits a month
- EnterpriseCustom
- Pooled across your workspace, not per user.
- Resets every month. No rollover.
- Hard stop when the allowance is used. The AI asks before going over.
- Top-up packs sold per 1,000 credits. No surprise bill.
Teams that give their AI the whole picture sell more.
Not our numbers. Published studies, each linked to its source.
83%
of sales teams using AI grew revenue, vs 66% without.
Source: Salesforce, State of Sales (6th edition), 202491%
of small businesses using AI say it boosts revenue.
Source: Salesforce, Small & Medium Business Trends 2025Questions about the AI
Give it the whole picture.
Start free. Ask it something about your pipeline in the first five minutes.
Free plan · No credit card