Precursive AI
BRING ZEN TO THE CHAOS OF SERVICES DELIVERY.
AI-Powered Services anticipate the future, reduce stress, and unlock growth.
We believe zen teams, free from distraction, work smarter, are more present with customers and deliver higher-quality outcomes.
THE IMPACT OF AI FOR PROFESSIONAL SERVICES.
AI can transform the way services teams work - freeing people from distraction, helping them stay present with customers, and enabling smarter decisions that lead to better results.
AI BLUEPRINT FOR PROFESSIONAL SERVICES WITH PRECURSIVE.
The building blocks every services team needs - an AI Meeting Assistant and a General Purpose AI - combined with Precursive AI, surfacing insights and actions from your PSA and Salesforce, fully synced to keep teams aligned.
AI MEETING ASSISTANT
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Records and transcribes client meetings
AI-powered summaries and coaching
Context is stored, searchable, and synced with Salesforce
PRECURSIVE AI.
Brings together context from Precursive, Salesforce, and calls
Produces project summaries and insights that keep teams aligned
Identifies risks, highlights coaching tips, and updates fields
Feeds project context into your chosen LLM for deeper analysis
GENERAL PURPOSE AI
Open-ended space to ask questions
Cross-reference project insights with other files and datasets
Explore ideas, strategies, and decisions in a flexible way
PRECURSIVE AI POWERS SERVICES-LED GROWTH.
Precursive AI delivers project updates straight to you, tailored for you. Skip the scavenger hunt and stay fully briefed on delivery progress, risks and opportunities for services-led growth.
PORTFOLIO INSIGHTS.
Combine all the opportunity, sales, project and delivery data distilled into actionable insights.
Get these insights delivered directly to email, Slack or in the CRM.
GET THE SIGNAL, NOT THE NOISE.
Project insights includes a citation linked directly to the source record so you can check the detail.
Insights scored & ranked for project priorities.
SHARE WITH YOUR AI.
Use any general purpose AI to ask open ended questions and to draft documents, status reports and emails using all the context from your CRM and PSA.
PROJECT RISK WHISPERER.
Spot risks during delivery with Precursive AI which will categorize the risk and identify mitigating actions.
THE FLYWHEEL OF SERVICES-LED GROWTH.
Keep services and GTM teams up to date with the most relevant information for their role
TRANSFORM DELIVERY INTO A GROWTH ENGINE WITH AI.
Stop digging for intel and start surfacing insights throughout the customer lifecycle
Predictable
Forecasting
Smart
Allocation
Preemptive Delivery
Risk
Mitigation
Proactive
Collaboration
Portfolio Insights
AI YOUR WAY.
AI Agnostic solutions tailored to customer needs & environments.
PRECURSIVE AI.
Advanced AI that drives preemptive services execution.
AGENTFORCE
Connect to Agentforce & run AI through the Salesforce trust layer.
BYOM
Bring your own model and integrate AI your way.
PRECURSIVE AI DATA PRIVACY & SECURITY.
We understand that AI raises important questions about data privacy and security. At Precursive, safeguarding your data is a top priority.
We only work with trusted partners like OpenAI and Microsoft who maintain enterprise-grade security standards.
Concern
Data Ownership
Use for Training
Data Retention
Data Encryption
Data Residency
Security Standards
Access & Control
Our Practice
You own your data
Inputs and outputs will not be used to train models.
Inputs & outputs will only be retained outside of your Salesforce org for up to 30 days.
AES-256 encryption at rest and TLS 1.2 or higher in transit.
United States & UK/EU Options
Trusted partners operating Enterprise-grade security
Strict access controls; limited access for support only.
PS CONTENT BY PS LEADERS.
THE PSA PLATFORM THAT DELIVERS.
BY PRODUCTS.
