Tools
Smart Tools
AI-assisted helpers and utilities for your workspace.
🧠 AI-Powered Business Intelligence
Advanced tools to accelerate your business operations with smart insights and automation
Client Brief
Smart Summary & Analysis
Generate comprehensive client summaries with AI-powered insights, recent activity analysis, and predictive engagement scores.
- 📊 Client health score & engagement metrics
- 💰 Revenue analysis & payment patterns
- 📈 Project progress & task completion
- 🔮 Predictive insights & recommendations
Smart Outreach
AI-Powered Templates
Create personalized outreach campaigns with AI-generated templates tailored to client behavior and preferences.
- 🎯 Personalized messaging based on client data
- 📧 Email templates for different scenarios
- 📱 Multi-channel outreach sequences
- 📈 Success rate optimization
Next Best Action
AI Recommendations
Get intelligent, data-driven recommendations for your next business actions based on AI analysis of your workspace.
- 🎯 Prioritized action recommendations
- 📊 Impact & effort scoring
- ⏰ Optimal timing suggestions
- 🔄 Automated follow-up sequences
Quick Insights
Real-time Analytics
Instant business intelligence with real-time metrics, trend analysis, and predictive insights for faster decision-making.
- ⚡ Real-time business metrics
- 📈 Trend analysis & forecasting
- 🚨 Alert-worthy insights
- 📋 Executive summary reports
UBA AI Assistant
Your intelligent business companion