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Pulse reads the record every Treepie product writes — so each answer links to the deal, invoice or ticket it came from, and your permissions still apply.
Works on day one · Never trained on your dataTreepie Pulse is an AI assistant that answers questions about your business from live records. It reads the deals, projects, people, tickets, invoices and pages in the Treepie products you use, links every figure in its answer to the row it came from, and only reads what your role is allowed to see. Pulse never trains a model on your data.
Pulse reads only what the person asking is allowed to see. Switch roles and ask the same thing about Ravi.
Each role gets what changed on the accounts, projects and invoices it owns — with the same citations as any answer.
“I used to wait two days for a report. Now I ask, and I can click through to every row behind the answer.”
Everyone asks. Everyone sees only what their role allows.
Plain-language questions answered from live rows across every product you use.
Plain-language questionsCross-product answersFollow-upsSaved questionsEvery figure links to the invoice, deal, ticket or timesheet it came from.
Source linksRow-level citationsAnswer historySummaries, QBRs and replies written from the record, checked before they’re sent.
Account summariesQBR draftsReply draftsMeeting notesAnswers follow the same roles and field rules as the products.
Role-aware answersField rulesQuestion auditReads at the moment you ask; never trains a model on your data.
No training on dataRegional processingRetention settingsA general chatbot knows the internet. Pulse knows your records, and shows its working.
| Spreadsheets & email | General AI chatbot | Treepie Pulse | |
|---|---|---|---|
| Where answers come from | Someone pulls a report | Whatever you paste in, plus its training data | Live rows from your Treepie products |
| Sources | The analyst’s spreadsheet | Rarely shown, sometimes invented | Every figure links to its invoice, deal or ticket |
| Permissions | Whoever has the file | Sees whatever you paste in | Only the rows your role can already see |
| Your data | Emailed around as attachments | May be used to train models | Never used for training |
| Acting on answers | Copied into an email by hand | Copy and paste | Drafts replies and tasks for you to approve |
Pulse is included in the full suite. On its own, it reads whichever Treepie products you already have switched on.