Brex AI
Two assistants with deliberately narrow jobs: Brex AI inside your workspace, and a visitor assistant on your landing page. Both work only from approved, scoped information.
Brex AI
Read-onlySarah wants a double-storey new build in Merewether on land she owns, starting in 1–3 months Enquiry B-01. Budget and the decision-maker are not recorded.
Draft email
Hi Sarah, thanks for getting in touch about your new build in Merewether. Before your site visit, could you share a rough budget range, and let us know who else is involved in the decision?
Nothing is sent without your approval.
Copy draftWatch it work
An 18-second look at Brex AI on a real sample lead. Every answer cites the record it came from, and anything inferred says so.
Read what happens in the video
- You ask Brex AI to summarise Sarah Mitchell's enquiry for a double-storey new build in Merewether.
- Brex AI answers from the record and cites it (Enquiry B-01): she owns the land and wants to start in 1–3 months; budget and decision-maker aren't recorded.
- The fit factors tick in: service, location and timing match; budget is unknown.
- Buying intent shows High, labelled as inferred, with the evidence behind it.
- You ask for a follow-up and Brex AI drafts an email asking for a budget range and who decides.
- The draft waits for your approval. Nothing is sent automatically.
Brex AI
Your assistant inside Brexoo.
Brex AI reads your own records, read-only, through a short list of allowed tools. Every answer points back to the record it came from.
Brex AI can
- Summarise an enquiry and quote the record it came from
- Explain why a record matches your criteria, or doesn't
- List the qualification details still missing
- Draft a follow-up for you to review
- Prepare a consultation or site-visit brief
- Find overdue tasks and suggest priorities
- Summarise your pipeline from your own data
Brex AI cannot
- Send emails or messages
- Book, cancel or move appointments
- Delete or export records
- Change billing or settings
- See any other business's data
- Invent prices, availability or technical advice
Why it fits
Strong fit · 82
Confidence
High- Matches
Service match
You offer home builders
- Matches
Location coverage
Inside Merewether, Newcastle NSW 2291
- Matches
Timing
Wants to start in 1–3 months
- Unknown
Budget fit
Budget not stated
- Matches
Required answers
Owns the land: Yes
Coastline Homes
Custom homes, knockdown rebuilds and duplexes across the Hunter.
Tell us what you have in mind. We reply within 4 business hours.
Your details go only to Coastline Homes.
Visitor assistant
Answers from your page, and nothing else.
On your landing page, the assistant answers from your approved FAQs, services and areas, then collects project details a few questions at a time.
- Says when it doesn't know, and offers to pass the question to you
- Shows a privacy notice and asks for consent before collecting details
- Confirms the summary with the visitor before creating an enquiry
- Makes clear that a conversation is not a confirmed booking
Controls
Safety is a feature, not a footnote.
01
Tenant-scoped retrieval
The assistant authenticates you first and can only read your organisation's records. Database policies enforce the same rule.
02
No open database access
No free-form SQL. A short list of validated, read-only tools, with reads and writes kept separate.
03
Untrusted input stays data
Emails, form text and web content are treated as data, never as instructions, to resist prompt injection.
04
Usage budgets
Requests are counted against your plan each month, so costs stay predictable.
05
Logged, minimally
Tool calls and failures are recorded without copying sensitive content into logs.
06
Human approval
Sending, booking, deleting, exporting and billing changes always need a person.
Try Brex AI on your own enquiries.
We'll show what it can summarise, and exactly where it stops.