Intelligence

Meet Jules, the AI teammate built into JibeONE.

Ask questions, create dashboards, summarize work, classify signals, turn messages into records, and recommend action -- all inside the same records, permissions, workflows, and audit trail your team already uses.

Jules AI with business actions, records, dashboards, permissions, and audit trail context

WHY JULES IS DIFFERENT

Generic AI sees what you tell it.
Jules sees your business.

Most AI assistants read whatever you type or paste in and try to be helpful. Jules works inside JibeONE, so she already knows your data model, relationships, history, permissions, and workflows. Every answer is grounded in your data, every action goes through the same validation and audit path your team uses, and every model call is dispatched through governance you control.

  • Trained talent: logic libraries that enable a complete understanding of the system and how to work in it
  • Governed reasoning: role-based access, data filters, ownership boundaries enforced on every query.
  • Auditable action: writes go through validations, approvals, and the field-level audit log.

Six concrete things conversational Jules does on day one.

Natural language queries
Ask "show me opportunities over $100K closing this quarter" and get a formatted answer with the underlying records.
Multi-step reasoning
Look up a record by name, read its fields, then query for related records -- e.g. "find accounts in the same industry as Acme Corporation."
Full-text record lookup
When you mention a record by name, Jules uses ranked full-text search to find the right one before running queries.
Charts on demand
Get bar, line, pie, area, scatter, and stacked variations from a sentence -- not a chart-builder wizard.
Follow-up conversation
Refine the answer in dialogue: "switch to quarterly view", "filter to North America", "group by owner".
Drill back to records
Every answer links back to the records behind it -- one click from chart or summary to the underlying data.

Make your CRM work for you, not vice-versa.

Paste meeting notes, a forwarded email, or a transcript. Jules extracts the entities, links the relationships, and gives users a structured preview before anything is saved.

Jules input panel with meeting notes pasted for extraction
Start with unstructured input.
Drop in meeting notes, email threads, or transcripts and let Jules identify the people, companies, commitments, opportunities, tasks, and follow-up buried in the text.
Jules structured record preview for an extracted opportunity
Jules will propose connected records.
Jules proposes the records and relationships, then users review, edit, and confirm so writes still pass through validation, permissions, and audit history.
Enrich the content automatically.
Your governance model may require fields that have to be completed which Jules couldn't find. You can fill them in or have Jules research them to get richer information.
Create new records in seconds.
Once you have validated the work you have collaborated with Jules on, post the records into JibeONE in seconds. This is your CRM to working for you, not vice-versa!

Capabilities behind dashboards built from the operating model.

Plan from intent
"Build me an Account Management dashboard." Jules proposes charts, KPIs, and reports tied to the right entity.
Refine in conversation
"Add a pipeline chart", "switch to quarterly view", "drop the closed-lost slice." The plan updates as you talk.
App-level landing pages
Multi-entity landing pages that combine charts and reports across an entire app, balanced per entity.
Suggested questions
Per-entity suggested prompts so users land in productive conversations instead of staring at a blank box.
KPI ontology
Built-in KPI vocabulary lets Jules reuse standard metrics ("pipeline value", "win rate", "time-to-close") across entities.
Date-aware granularity
Daily, weekly, monthly, quarterly, yearly rollups generated automatically for any date-bearing chart.

GOVERNED, AUDITED, AND IMPROVING

Everything Jules does is configurable, observable, and accountable.

AI in JibeONE is not a black box bolted onto the side. Each AI process is owned by an Agent record with explicit directives. Prompts live as editable entities, not source-code strings. Every call is logged, every response is rate-able, and every write goes through the same validation, approval, and audit path the team already trusts.

  • Complete call logging: model, tokens, latency, estimated cost, success or failure -- every interaction.
  • Evaluations and Critiques: structured quality measurement that improves prompts and bindings over time.
  • AI respects the same role-based access, data filters, and ownership boundaries as the rest of the platform.

Where Jules makes JibeONE better.

Record sidebar
Every record detail page has a Jules tab pre-loaded with that record's context -- ask questions, request updates, get help with related work.
Automation builder
Describe an automation in natural language; Jules drafts the steps, then helps refine them inside the visual workflow editor.
Expression helper
Explain, suggest, and convert calculation and validation expressions inline -- with syntax that matches Jibe's expression engine.
Inbox classification
Forwarded emails, ICS invitations, and vCard attachments are classified, parsed, and routed to the right entity types automatically.
Website import
Point Jibe at an existing website URL; Jules crawls, analyzes theme and structure, and proposes Jibe pages with components and styles.
Data import mapping
Uploaded CSV columns are matched to entity fields automatically -- saving hours of manual mapping during migrations and bulk loads.