GraftPal AI — Your Intelligent Business Assistant
Chat with your AI copilot, deploy autonomous agents for prospecting, content, support, and sales — all grounded in your live CRM data.
Start your free trial to get started.
How It Works
From Data to Action in Three Steps
GraftPal AI learns your business, understands your question, and delivers actionable results — instantly.
Learns Your Business
GraftPal AI indexes your services, proposals, email templates, knowledge base articles, contracts, and website content using semantic search. It also pulls in a real-time snapshot of your CRM — clients, leads, jobs, tickets, invoices and revenue trends.
You Ask, It Delivers
Chat with the general copilot or switch to a specialist agent. Each agent uses fine-tuned prompts and searches your workspace data to give context-aware, personalised responses.
Take Action Instantly
Generate content, qualify leads, draft proposals, respond to tickets, and get growth insights — all without leaving GraftPal.
AI Agents
5 Specialist Agents. One Workspace.
Each agent uses fine-tuned prompts and searches your workspace data to deliver context-aware, personalised responses.
GraftPal AI (Copilot)
Your general-purpose assistant. Summarise your pipeline, draft follow-up emails, surface top leads, get service recommendations — all grounded in live data.
Prospecting Agent
Identifies, qualifies, and prioritises leads based on your services and ideal customer profile. Scores leads as hot/warm/cold, analyses service fit, budget signals, timeline, and engagement level.
Content Agent
Generates blog posts, social media copy, website content, and marketing materials in your brand voice. Matches the tone of your existing content, writes for your trades audience — clear, practical, benefit-focused with CTAs and SEO best practices.
Support Agent
Handles support tickets by drafting responses, summarising cases, and referencing your knowledge base. Empathetic, solution-oriented — identifies escalations and suggests preventive measures.
Sales Agent
Manages email sequences, tracks deals, drafts proposals, and provides pipeline insights. References your services, pricing, and past proposals for persuasive, personalised sales copy and forecasting.
Inline AI Modes
15 AI-Powered Modes Across the Platform
AI generation is embedded throughout GraftPal — not just in a chatbot. Every mode also supports “Improve existing” — paste in your current text and let AI refine it.
Email Subject Lines
Generate compelling subject lines for campaigns and outreach
Email Body Content
Write email copy for campaigns, templates, and follow-ups
Ticket Responses
Draft empathetic, KB-referenced support replies
Proposal Sections
Write scope of work, pricing, and project detail sections
Quote Client Messages
Generate client-facing messages describing what the quote covers
Quote Payment Terms
Draft payment terms (e.g. "50% deposit, balance on completion")
Lead Qualification Notes
Analyse enquiries and produce qualification notes
Service Descriptions
Write professional service descriptions for your listings
Service Deliverables
Generate structured lists of what's included in a service
Knowledge Base Articles
Write help/how-to articles for your client portal
Contract Templates
Draft service agreements and maintenance contracts
Job Notes
Summarise job details and site information
Email Sequence Subjects
Create subject lines for outreach sequence steps
Email Sequence Emails
Write sequence step emails (e.g. follow-ups after quotes)
General Content
Open-ended content generation for any need
Business Insights
Auto-Generated Intelligence
GraftPal AI continuously analyses your data and surfaces real-time intelligence across leads, revenue, support, jobs, clients, and sales. Auto-refreshes every 5 minutes with the latest data.
Growth
“12 new leads this week — keep the momentum going”
Attention
“5 leads awaiting follow-up — qualify them or send proposals to move your pipeline forward”
Opportunity
“No proposals sent this month — convert qualified leads into proposals to grow revenue”
Achievement
“94% ticket resolution rate — excellent support performance!”
Intelligence Dashboard
Metrics That Matter
Track AI adoption, business performance, and agent usage — all in one dashboard with customisable time periods.
Business Metrics
Total clients, active leads, jobs, open tickets, proposals
AI Usage Metrics
Total AI messages, tokens used, average tokens per message
Usage by Feature
Breakdown showing which AI features your team uses most
Daily Usage Trends
Visual chart of AI adoption over time
Customisable Period
7 days, 30 days, or 90 days — your call
Floating AI Access
Persistent AI launcher in the bottom-right corner from any page
Why GraftPal AI
AI That Actually Knows Your Business
Not another generic chatbot. GraftPal AI is grounded in your real data, built for trades and services, and embedded across the platform.
Grounded in YOUR Data
Every response uses your real clients, leads, jobs, invoices, and services — not generic answers
Live CRM Snapshot
AI sees real-time pipeline stages, revenue, ticket status, and 30-day trends in every conversation
Semantic Search (RAG)
Retrieves the most relevant knowledge base articles, proposals, templates, and contracts to inform responses
Workspace-Isolated
Your data is never shared between workspaces — tenant-isolated security by design
15 Inline AI Modes
AI isn't just a chatbot — it's embedded in emails, proposals, quotes, tickets, jobs, contracts, and more
Customisable Prompts
Override default prompt templates to fine-tune AI behaviour for your business
Chat History
Conversations auto-save for 7 days so you can pick up where you left off
Built for Trades & Services
System prompts are tailored for trades businesses — practical, clear language, no corporate jargon
Frequently Asked Questions
GraftPal AI FAQ
Ready to Run Your Business From One AI-Powered Platform?
Join thousands of freelancers, consultants, and service businesses who replaced their tool stack with GraftPal. One platform. One login. Everything connected — with AI built in.