Perspectiv private beta · Q2 2027 · CRM and Knowledge hub first. Other capabilities follow in stages.Apply for the private beta →
How it works
- Choose an areaTurn AI features on or off by area.
- Set the data boundaryChoose which information an enabled capability may use.
- Review important actionsKeep a human in control for key changes.
- Inspect the historyRecord what AI did and for whom.
Built around the work
- Choose where it is usedTurn AI features on or off by area.
- Define the data boundaryChoose which information an enabled capability may use.
- Keep a human in controlAI cannot approve, sign, pay or change credentials for anyone.
- Follow the activityRecord what AI did and for whom.
Ask questions about your data in plain language Later Forecasts for revenue, cash, margin and staffing Later Documents classified and summarized Later
Everything in AI
Use AI where it helps, on your terms. You decide what it can see and do. Items marked Later come in a later phase.
Control
- Turn AI features on or off by area
- Choose which data AI may use
- A record of what AI did, and for whom
Guardrails
- A person approves before anything important changes
- AI can’t approve, sign or pay for anyone
- AI can’t change credentials or start payments
Ask and analyze
- Ask questions about your data in plain language Later
- Forecasts for revenue, cash, margin and staffing Later
- Documents classified and summarized Later
Connected across Perspectiv
Each capability keeps its own availability.
Common questions
Questions
What about questions, forecasts and document summaries?
These are later capabilities. The AI framework is planned.