AI integration
BeeCastle, inside the assistant you already use
Every product is bolting on its own chatbot. We went the other way. BeeCastle connects to the AI assistant your team already has open, and answers from your live account data.
Each person signs in with their own BeeCastle account, so the assistant sees what they can see in the app and nothing more.
Which of my clients are quietly becoming unprofitable, and what should I do before their renewals?
BeeCastle · profitabilityBeeCastle · company healthThree accounts are drifting. Two share the same cause.
Harbourline Dental. Margin fell from 47% to 29% over two quarters. Labour is up against a flat agreement, most of it onboarding for the new site. Renewal of Managed VoIP in 58 days.
Ridgeway Builders. Costs are above revenue this period, and nobody has met them yet.
Mapleton Legal. Margin is healthy at 57%, but they are 71 days past a six-weekly cadence.
Harbourline and Ridgeway are pricing conversations, and you have the ticket-level evidence to hold them. Mapleton needs a call this week.
What you can ask
Anything you would otherwise click through five screens to answer. Which clients are overdue a meeting, who has a gap in their stack, where margin is slipping, and what to raise at the next review.
Walk into every review prepared
Ask for a customer review and the assistant pulls together recent contact, upcoming meetings, service tickets, coverage gaps and revenue for that client.
It finishes with the questions worth asking, so the prep for a quarterly review takes one message instead of an afternoon.
- Prepare a customer review for Harbourline Dental
- Who have we not spoken to at Mapleton Legal this quarter?
- Find Kestrel Freight's contacts before I write the follow-up
Prepare a customer review for Harbourline Dental. Highlight recent contact, service issues and questions to ask.
BeeCastle · customer briefingBeeCastle · service coverageQuarterly review with Jordan Lee and Casey Ng, Thursday at 10.
Contact. Jordan was last in touch 3 days ago. Riley Chen (finance) has not heard from you in 5 months.
Service. 63 tickets in 90 days, up from 45. Eleven are the reception printer. 3 missed SLA.
Coverage. No Microsoft 365 backup. 6 of 9 similar clients have it.
Questions to ask: replace the printer or lease it? Budget for backup this quarter? Who signs off the VoIP renewal?
See it with your own data
Find out who needs you, and why
The assistant reads the same health scores, meeting cadence and service signals as Portfolio health, so its answers name the client, the figure and the reason.
Ask it to rank the list by revenue at stake, or narrow it to your own accounts.
- Which clients are overdue a meeting for their tier?
- Where do we have service coverage gaps worth raising?
- Which of my accounts has health dropped this month?
Customer success
Portfolio health
MRR needing attention
$48,950
Across 12 companies
Needs attention
17
4 critical
Margin review
9
3 indeterminate
Renewals in 60 days
5
3 platinum
Honest about what it doesn't know
When cost data is missing or history is incomplete, BeeCastle tells the assistant so, and the assistant tells you. Unknown costs are never counted as zero.
Profitability questions use the same figures as the app, down to the invoices and time behind each month.
Customer profitability
Last 30 days · all tiers
Complete cost basis matched for every client shown
Join BeeCastle
Create a free trial account today. No credit card needed.
- Free trial, no credit card needed
- Connect ConnectWise, Autotask or HaloPSA in about ten minutes
- Sign up with your Microsoft account or your work email
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Your permissions, your data
You connect with your own BeeCastle sign-in and choose the organisation to use. The assistant can only reach what your role allows. Profitability stays with owners and administrators, as it does in the app.
It changes nothing unless you ask. When you do, it can create a company, a contact or an opportunity, or update an opportunity, in BeeCastle.
- Sign in with your BeeCastle account, no shared keys
- Access follows your role in BeeCastle
- Changes only when you ask for them
Set up in a few minutes
Add BeeCastle as a connector in your assistant, sign in, and pick your organisation. The help centre walks through each assistant step by step.
Your organisation's administrator may need to allow custom connectors in your AI workspace first.
Ready to ask BeeCastle a question?
Connect your PSA in about ten minutes and see your accounts, revenue and whitespace the same day.
