Which features are on Starter?

14 features are on Starter, including plain-language and cross-product questions, follow-ups, row-level citations, the source panel, answer history, role-aware answers, field rules and no training on your data.

What’s only on Complete?

Renewal and risk alerts, the question audit log and retention controls.

Does Pulse need all seven products?

No. It reads whichever Treepie products you have switched on and gets more useful with each one, because it can answer across them.

How do citations work?

Each figure in an answer links to the row it came from. Opening it shows the record, the product it lives in and when it last changed.

Can Pulse see salaries?

Only if the person asking can. Pulse uses the same roles and field-level rules as Nest, so hidden fields are never read or hinted at.

Is Pulse trained on our data?

No. Pulse reads records at the moment you ask and never uses them to train a model.

Can Pulse change records?

Only when you ask and approve it — for example, sending a drafted reply or creating a task. It never edits on its own.

Where do digests arrive?

In Treepie, by email or in your team chat tool, on the schedule each person chooses.

Can admins turn Pulse off for some teams?

Yes. Admin controls let you enable Pulse per team and choose which products it can read for each.

Per workspace, per month, with unlimited team seats: Starter $35 with 250 conversations, Standard $99 with 1,000, Complete $249 with 3,000. It is included in the full suite.

Treepie Pulse · AI assistant

Ask. Prove. Write. Watch. Guard.

Q: What does Standard add?

Charts in answers, shared answers, account summaries, QBR and reply drafts, status updates, meeting prep, tasks from answers, daily and weekly digests, threshold alerts and digest delivery.

All 29 features of Pulse, the AI assistant that answers from your business records — grouped by the five things it does, with the plan each one is on.

Start free with Pulse →Book a walkthrough

In short

What features does Treepie Pulse include?

Treepie Pulse includes 29 AI assistant features in five groups: asking questions of the record, citations and sources, drafting and summarising, digests and alerts, and permissions and privacy. Every answer is built from live rows in the Treepie products you use, every figure links to its source, and Pulse reads only what the person asking is allowed to see.

Features: 29 in 5 groups
On Starter: 14 features from $35
Training on data: Never
Reads: All seven products

1 of 5 · 6 features

Ask

Ask the record

Plain-language questions answered from live rows across every Treepie product you use.

01
Plain-language questions
Ask the way you’d ask a colleague; no query syntax.All plans
02
Cross-product answers
One answer drawing on deals, projects, people, tickets and invoices.All plans
03
Follow-up questions
Ask “and last quarter?” without repeating yourself.All plans
04
Saved questions
Questions you ask often, one click away.All plans
05
Ask from any record
Open Pulse beside a deal, ticket or invoice with that record in context.All plans
06
Charts in answers
Trends and comparisons drawn as a chart when a table won’t do.Standard+

Full index

All 29 features, by plan.

Each column adds to the one before it. Names with their own guide link straight to it.

On Starter

14 · $35

Plain-language questions

Cross-product answers

Follow-up questions

Saved questions

Ask from any record

Row-level citations

Source panel

“What I looked at”

Answer history

Role-aware answers

Field-level rules

No training on your data

Regional processing

Admin controls

Adds on Standard

12 · $99

Charts in answers

Share an answer

Account summaries

QBR drafts

Reply drafts

Status updates

Meeting prep

Tasks from answers

Daily digests

Weekly summaries

Threshold alerts

Digest delivery

Adds on Complete

3 · $249

Renewal & risk alerts

Question audit log

Retention controls

What it reads

One assistant, six products of context.

Pulse adds no data of its own. It reads what the other products write — with the same permissions — the moment you ask.

Who it’s for

Which features each role uses most.

Everyone asks. What they ask for, and what they’re allowed to see, differs.

Account ownersAccount summaries, meeting prep, renewal and risk alerts.“What’s changed on Kanaka since our last call?”

FinanceCross-product answers, row-level citations and threshold alerts.“Which delivered milestones haven’t been invoiced?”

Delivery leadsStatus updates, QBR drafts and weekly summaries.“Draft the Halstead QBR from the last quarter.”

Admins & complianceField-level rules, the question audit log and retention controls.“Who asked about salaries this month, and what did they see?”

Compared

Pulse’s feature set, compared.

A general assistant knows a lot. Pulse knows your records and shows where every number came from.

	Spreadsheets & email	General AI assistant	Treepie Pulse
Sources	An analyst’s spreadsheet	Whatever you paste in	Live rows across your Treepie products
Citations	Ask the analyst	Rarely, and not to your data	Every figure links to its row
Permissions	Whoever has the file	None — it sees what you paste	Role-aware answers and field-level rules
Drafting	Written from scratch	Drafts from what you paste	Summaries, QBRs and replies from the record
Privacy	Attachments emailed around	May train on your data	Never trained on your data; regional processing

Pulse features, answered.

Anything else — ask a person.

Pulse has 29 features in five groups: ask the record, citations and sources, draft and summarise, digests and alerts, and permissions and privacy.

Ask your own records a question.

Switch Pulse on in a sandbox copy of your workspace and ask the questions you’d normally send to an analyst.

Start free with Pulse →Book a walkthrough

Live on day one

Minute 1Switch it onReads the products you already use.
Minute 5Check permissionsRoles carry over unchanged.
Day 1Ask the first questionWith the sources to open.
Week 1Set digestsEach role hears what changed.

The other sixCompare all →

FlowSales & customer management NestHR & employee management LoopProject & work management DeskCustomer support & ticketing BooksFinance & accounting GrowthSEO & growth intelligence

What features does Treepie Pulse include?

Spreadsheets & email

General AI assistant

Treepie Pulse

Sources

An analyst’s spreadsheet

Whatever you paste in

Live rows across your Treepie products

Citations

Ask the analyst

Rarely, and not to your data

Every figure links to its row

Permissions

Whoever has the file

None — it sees what you paste

Role-aware answers and field-level rules

Drafting

Written from scratch

Drafts from what you paste

Summaries, QBRs and replies from the record

Privacy

Attachments emailed around

May train on your data

Never trained on your data; regional processing