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Intelligence Layer

Observes. Answers. Acts.

Pulse IQ is the side panel that watches your business, answers your questions, and executes tasks when you tell it to.

Included with Pulse · No extra cost

Observes
Surfaces what needs attention
Answers
Responds to your queries
Acts
Executes with your approval
Observes

Surfaces what needs your attention

Pulse IQ continuously watches your business data and surfaces actionable insights. You don't have to ask—it tells you what matters.

  • Leads going cold before you notice
  • Jobs at risk of missing deadlines
  • Inventory dropping below thresholds
  • Revenue opportunities you might miss
Pulse IQ Observations
3 leads need follow-up
Haven't been contacted in 7+ days
high
Job #1042 at risk
Scheduled for tomorrow, parts not confirmed
high
Inverter stock low
4 units left, below reorder point
medium
2 invoices overdue
Total: $4,250 past 30 days
medium
Updated automatically · No manual refresh needed
Answers

Ask questions in plain English

No reports to build. No filters to configure. Just ask what you want to know.

How many jobs did we close last month?

You closed 14 jobs last month.

$47,250
Total Revenue
$3,375
Avg Ticket
+23%
vs Prior Month
Which crew has the highest completion rate?

Team Alpha has the highest completion rate at 94%.

47
Jobs Completed
94%
On-Time Rate
4.2 hrs
Avg Duration
Show me overdue invoices

You have 3 overdue invoices totaling $8,450.

3
Overdue
$8,450
Total Owed
45 days
Oldest

Answers draw from your real data. Results update in real-time.

Acts

Tell it what to do. Confirm. Done.

The side panel executes tasks only after you approve. You stay in control.

“Create a follow-up task for this lead for tomorrow at 9am”
Create this task?
TaskFollow up
DueTomorrow, 9:00 AM
Assigned toYou
Related toLead — John Smith
“Update this lead's status to Qualified”
Update this record?
LeadJohn Smith
FieldStatus
CurrentNew
NewQualified
“Schedule a site visit for Thursday at 2pm”
Schedule this event?
EventSite Visit
DateThursday, Jan 18
Time2:00 PM — 3:00 PM
Location123 Main St

Confirm-before-execute: The side panel never takes action without your approval.

Simple Pricing

Credits included. No surprises.

Pulse IQ usage is measured in credits. Your Pulse subscription includes credits for typical usage. Most teams never exceed them.

1,000
Credits included monthly
~50
Queries per day
$0.01
Per additional credit

What uses credits?

Ask a question1 credit
Create a task1 credit
Update a record1 credit
Schedule an event1 credit

Observations are free—Pulse IQ watches your business at no additional cost.

What Pulse IQ is not

A chatbot
Side panel interface
Separate product
Built into Pulse
Expensive add-on
Included
Autonomous
Confirm-first
Ready to work smarter?

Intelligence that actually helps

See Pulse IQ in action. Credits included with every Pulse plan.

No credit card required · 14-day free trial