AI Architecture
Live · Structured · Machine-readable
Data Sources
AI Capabilities
Data Sources
Outside Sources
CRM & Integrations
e.g. Salesforce, HubSpot
CRM & Integrations
Syncs both ways with your CRM, so changes in either system stay in lockstep automatically.
Keeps deals, contacts, and onboarding data in a single, consistent source of truth.
GUIDEcx Data
Tasks & Dependencies
Project execution graph
Tasks & Dependencies
Every task is linked to its dependencies, so AI sees the full execution chain rather than isolated items.
Completion, delays, and blockers are tracked as distinct events in real time.
Stakeholders
Roles, ownership, contacts
Stakeholders
Roles, owners, and engagement levels are structured data, giving AI the context to know who to involve and when.
Clear escalation paths mean automated nudges reach the right person, every time.
Live Events
Delays, state changes
Live Events
Status changes, missed deadlines, and blockers fire as discrete, timestamped signals.
GUIDEcx's AI features pick up on these signals automatically, so your team never has to manually monitor for issues.
AI-ready
structured
true
real_time
true
api_first
true
Why this matters
GUIDEcx is the single source of truth for your entire post-sale lifecycle.
Built API-first so any AI agent can access project context securely, without brittle workarounds.
Every data point is structured, so AI can reason about your projects rather than just read raw data.
AI Capabilities
Intelligent Forecasts
Predicts go-live dates in real time as project data changes
Intelligent Forecasts
Project end dates update dynamically as live data changes, so teams and customers always have accurate expectations.
Time-tracking and milestone data feed directly into the forecast model.
Embedded AI Guidance
Monitors your full portfolio and surfaces risks before they become delays
Embedded AI Guidance
RAG Agentic Coach
continuously monitors projects and generates contextual mitigation plans so teams always know what to do next.
Project Warnings
surfaces risks across your entire onboarding portfolio before they become delays.
AI Dispatching
Assigns work to the right person based on capacity, skills, and workload
AI Dispatching
Matches tasks to the best-fit team member based on real-time capacity, skills, and workload.
Projects keep moving without bottlenecks, with no manual assignment or guesswork needed.
Structured Data
Every task, event, and state change captured as discrete, machine-readable data.
Complete Context
AI operates on the full project state rather than periodic snapshots, enabling accurate reasoning.
Bi-directional Syncing
Changes in connected systems reflect in GUIDEcx instantly, and vice versa.