01 / ASK THE DATA
Get answers from the work
Ask questions across business data, CRM, operations, Finance, SEC Intelligence, and personal workflows instead of rebuilding a report by hand.
TITAN AI
AI that works inside the work.
Titan AI is a practical layer across the platform. It can search, summarize, reason, draft, classify, analyze, and coordinate work across business, personal, Finance, and data workflows.
Use the right model for the job, customize the AI around your workflow, and keep permissions and spending visible.
One AI capability. Every part of the business.
Titan AI can work across the same platform where the records, people, money, and decisions already live.
02 / OBJECT ASSISTANT
Work with the record in front of you
Summarize a customer, explain an account, draft a response, review a project, or surface the next action from the object you are already viewing.
03 / AGENT OPERATIONS
Move from answer to workflow
Use AI to prepare repeatable work across operations, communications, sales, marketing, accounting, HR, and service.
04 / FINANCE
Make financial context easier to use
Summarize filings, compare company context, organize portfolio questions, review exposure, and keep the reasoning close to the decision.
05 / PERSONAL
Make the personal side useful too
Plan travel, organize services, search documents, prepare messages, manage priorities, and connect the details that normally stay scattered.
06 / CUSTOM AI
Build the assistant around your way of working
Create custom AI profiles with instructions, context, model preferences, and a clear purpose for a team, function, or personal workflow.
MULTIPLE MODELS
Use the model that fits the job.
Different work needs different tradeoffs. Titan centralizes model access so teams can choose for speed, reasoning, context, cost, or a specific use case.
01
Choose from the model catalog
See available models, supported modes, context limits, output limits, and recommended use cases in one place.
02
Match model to task
Use a fast model for everyday drafting, a stronger reasoning model for complex analysis, or a lower-cost model for high-volume work.
03
Customize the AI profile
Set the role, instructions, tone, sources, tools, and output format that make the assistant useful to your team.
04
Keep people in control
Review important outputs and require the right approval before an AI-assisted action changes a record or triggers a workflow.
AI SPEND MANAGEMENT
Powerful AI needs practical controls.
Spend Management gives administrators a clear view of model usage and the controls to keep AI useful, predictable, and accountable.
Create and manage personal or organization API keys.
Set budgets, budget periods, rate limits, and model access.
Review usage, requests, tokens, estimated spend, and spend by model.
Test an available model before giving it to a workflow.
AI that can help with almost any kind of work.
The point is not to add another chatbot. It is to make every Titan workspace more capable.
Business operations
Summarize jobs, find blockers, prepare handoffs, draft updates, and turn requests into structured work.
Sales and marketing
Research accounts, draft campaigns, prepare follow-ups, compare performance, and keep customer context attached.
Money and accounting
Explain spend, organize invoices, identify missing context, support reviews, and prepare finance workflows.
Data and intelligence
Ask questions across structured data, analytics, company filings, and source-linked research.
People and communication
Prepare messages, summarize conversations, organize onboarding, and help teams find the information they need.
Personal workflows
Plan, search, summarize, compare, and coordinate the details that make personal work easier to manage.
THE TITAN AI PRINCIPLE
Make the work easier. Keep the decision visible.
AI can do the heavy lifting across Titan, but ownership stays with the person or team responsible for the outcome.
AI can assist across the platform, not just inside one chat window.
Custom profiles make the behavior fit the work.
Multiple models let teams balance capability, latency, and cost.
Spend Management makes usage measurable and controllable.