AI automations powered by your company data
Vertex securely integrates with your tools and leverages your company knowledge to automate tasks like customer support, lead qualification, RFP processing, and more.
Smarter automations built on your business knowledge
Give your AI automations the context they need - pulling from tools, docs, and conversations to make decisions like a teammate would.
Close more deals
Automate follow-ups, prep, and CRM updates - so your reps can focus on selling, not busywork.
Search internal information in seconds
Instantly find answers from past calls, documents, and messages—no more digging through folders or Slack.
Automate RFP responses
Upload RFPs and let Vertex draft accurate, on-brand answers using your internal documentation and prior responses.
Prep for calls and update CRM automatically
Get pre-call briefs pulled from CRM, and auto-log key moments post-call to keep data fresh without the busywork.
Enrich and qualify leads automatically
Vertex captures signals across emails, calls, and forms to prioritize and qualify leads without manual effort.
Save hours, delight customers
Resolve tickets faster, draft replies with full context, and deliver personalized support - at scale.
Reply to customers faster, with better context
Vertex generates replies that reflect your tone and history with the customer, grounded in past conversations.
Route tickets to the right teams
Automate triage based on topic, priority, and account—so the right person handles the right ticket, every time.
Use memory you can rely on
Vertex remembers every customer interaction—calls, emails, docs—so your team always has full context.
AI that drives results
Generate content, track trends, and personalize campaigns - everything grounded in your brand voice and business data.
Track competitors with always-on research agents
Let Vertex monitor competitors and surface relevant news, product updates, and pricing changes as they happen.
Write in your brand voice, every time
Vertex’s assistants adapt to your tone and guidelines—whether it’s drafting blog posts or social captions.
Repurpose content in seconds
Turn a webinar into a blog, a blog into a LinkedIn post, and more—with workflows that reuse content smartly.
Deploy AI inside the tools your team already uses
Get replies directly inside Slack
Build and deploy Slack Bots so that your entire team can ask assistants questions directly in channels and private messages.
Your success is our priority every step of the way
We don't just hand you the tool—we partner with you. Our team works directly with yours to ensure seamless onboarding, track impact, and help you unlock new use cases over time.
A dedicated team to drive adoption and results
Our implementation experts work hands-on with your team to make sure you see real value—fast. From setup to optimization, we're here to help every step of the way.
We enable your teams - no IT required
We train your builders, support their workflows, and make sure they get the most out of Vertex without ever waiting on engineering.
Integrates with all of your existing tools
Vertex connects and real-time syncs with hundreds of tools that your team is already using to guarantee a seamless experience for everyone.
The security-first AI platform
Single Sign-On (SSO) capability
Supports enterprise Single Sign-On (SSO) providers to ensure secure and centralized user authentication.
Enterprise-level data security
Our security infrastructure includes row-level security and granular access control, protecting against unauthorized access.
No model training
Unlike ChatGPT and other platforms, we never use your private data to re-train models.
FAQ
Have a question? Here are the answers to our most frequently asked questions. If you don't find what you're looking for make sure to contact us.
Every plan includes access to Vertex Frameworks' AI platform—assistants, workflows, knowledge base, usage credits, and prebuilt integrations. Higher-tier plans unlock more users, premium models, deeper controls, and advanced support.
Credits are usage units that power AI operations. Each action—like querying the knowledge base or running a workflow—consumes credits based on complexity and model usage.
A knowledge base page is a unit of information you upload to train your AI. Pages can include documents, web content, or data sources that help your AI understand your business context.
All plans include email support and access to our documentation. Higher-tier plans include priority support, dedicated account managers, and custom onboarding assistance.
You'll receive notifications as you approach your limits. You can either upgrade your plan or purchase additional credits. We never interrupt service without warning—you'll have time to adjust your plan.
Yes. We use enterprise-grade encryption, and never train models on your data. Your information stays private and secure.