An AI Assistant That Knows Your Industry
ChosenAI isn't a chatbot bolted onto a generic CRM. It understands your pipeline, your deals, and your industry's language. It tells you what to do next and why — then helps you do it.
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ChosenAI assistant with industry-specific recommendations
Capabilities
What you get
Core capabilities are built into the platform. Optional add-ons and custom integration work are disclosed separately.
Daily Coaching Briefings
Every morning, ChosenAI reviews your pipeline, upcoming tasks, and recent activity to deliver a prioritized briefing. You see exactly which deals need attention, which leads are going cold, and what your highest-value actions are for the day.
AI coaching for loan officer performance
Follow-up Recommendations
ChosenAI monitors deal activity and surfaces follow-up opportunities you'd otherwise miss. It identifies leads that haven't been contacted, deals that have stalled, and clients approaching renewal or milestone dates.
AI-ranked follow-up recommendations based on urgency, value, and last touch
Performance Analysis
See how your activity translates to results. ChosenAI correlates your call volume, contact rate, and pipeline activity with your close rate and revenue to show you where to focus for the highest return.
Performance analysis with coaching recommendations
Smart Alerts
Get notified when something important happens in your pipeline — a deal stalls, a lead re-engages, a renewal date approaches, or a rate change creates an opportunity. Alerts are contextual, not noisy.
Smart alerts for stale deals, missed follow-ups, and urgent workflow events
Role-Play Training Scenarios
Practice sales conversations with AI that role-plays as a prospect in your industry. Rehearse objection handling, listing presentations, refinance pitches, or coverage reviews in a low-stakes environment before real calls.
Practice lab with AI-powered role-play scenarios
Industry-Aware Suggestions
ChosenAI speaks your language. It knows what a 1003 is, what a showing feedback loop looks like, when a solar permit is stalling, and when an insurance renewal needs retention outreach. Suggestions are relevant, not generic.
ChosenAI - your industry-aware business assistant
Industry Examples
How ChosenAI works across industries
Every vertical gets purpose-built workflows and terminology. Here is what that looks like in practice.
Mortgage
ChosenAI alerts a loan officer that three borrowers in pre-qual haven't been contacted in 5 days, and that a rate drop just opened a refinance opportunity for 12 clients in their database.
Real Estate
ChosenAI flags that an agent has two listings with no showings in 14 days and suggests a price reduction conversation, while highlighting three buyer leads who just re-engaged with property searches.
Solar
ChosenAI notifies a solar rep that four proposals sent last week haven't received follow-up, and that two installs are stuck in permitting with no status update in 10 days.
Insurance
ChosenAI surfaces that 8 policies renew next month without a retention touch, identifies 3 households with auto-only coverage that should be pitched home and umbrella, and flags a producer whose call volume dropped 40% this week.
Frequently Asked Questions
No. ChosenAI is a coaching and workflow assistant built into the CRM. It proactively analyzes your pipeline and activity to surface recommendations, alerts, and coaching. You don't have to ask it questions — it tells you what needs attention.
Yes. ChosenAI is trained on the terminology, workflows, and deal patterns of each industry. A mortgage LO gets coaching about rate alerts and document collection. A solar rep gets coaching about proposal follow-up and install timelines. The language and recommendations are industry-native.
Yes. You can configure which types of alerts and coaching you receive. But most users keep everything on — the signal-to-noise ratio is high because recommendations are tied to your actual data, not generic rules.
ChosenAI can analyze call recordings and email interactions to surface coaching insights — like patterns in your conversations or missed follow-up opportunities. This is opt-in, requires appropriate consent for recorded calls, and you control what data ChosenAI accesses.
Ready to see ChosenAI in action?
Reserve your early access seat with a 60-day money-back guarantee.
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