Run your company with AI that actually understands your business.
Xelora Ai helps service businesses, SaaS teams, agencies, consultants, and growing companies capture knowledge, organize workspaces, find broken processes, and deploy proactive AI operators that help keep operations moving.
Connect your tools, upload your knowledge, create workspaces, and let Xelora Ai help your team manage reports, calls, follow-ups, deliverables, client work, projects, decisions, and workflows with human approval.
The problem
Your business is scattered across too many tools.
Most growing companies lose important context across Google Drive, Slack, email, Notion, CRMs, meetings, reports, spreadsheets, project tools, and people's heads.
Xelora Ai brings your company knowledge, workspaces, tools, people, and AI operators into one adaptive operating layer.
What is a Client Brain?
A secure AI workspace for every client.
Each Client Brain stores the context your team needs to manage that client — documents, history, decisions, and goals — all answerable by AI with citations.
Everything that matters about that client
- Client documents
- Meeting notes
- Call summaries
- Reports
- Proposals
- Contracts
- Brand guidelines
- Campaign notes
- Project notes
- Deliverables
- Decisions
- Approvals
- Commitments
- Client goals
- Support history
- Account history
- Follow-ups
- Next steps
Ask the Client Brain
- ›What did we promise this client?
- ›What happened on the last call?
- ›What reports are due?
- ›What deliverables are open?
- ›What did the client approve?
- ›What should we cover on the next call?
- ›What are the risks?
- ›What should we do next?
Xelora Ai Operations Pilot
Your Company Brain, first workspaces, and first AI operators set up in 30 days.
We help service businesses, SaaS teams, agencies, consultants, and growing companies set up the first version of their AI operating layer — organizing company knowledge, creating the first workspaces, uploading key documents, identifying broken processes, and launching the first AI operators that help with reports, calls, follow-ups, tasks, decisions, and workflows.
- Company Brain setup
- First 3 workspaces
- Knowledge Library setup
- Capture Inbox setup
- Reports and call prep setup
- Decisions and commitments tracking
- Deliverables and task structure
- Process audit
- First workflow recommendations
- Basic AI operators
- Custom command center dashboard
- Weekly setup calls
- Team onboarding
- Priority support
How it works
From scattered client info to organized client operations.
Create your Company Brain
Upload internal docs, SOPs, processes, templates, sales notes, onboarding docs, and company knowledge.
Create your first 3 Client Brains
Choose the first clients, accounts, or projects you want organized.
Upload client knowledge
Add documents, meeting notes, reports, deliverables, contracts, call summaries, goals, and account history.
Ask Xelora
Get source-backed answers about your company and clients.
Generate outputs
Create reports, call prep, timelines, decision logs, follow-ups, and next steps.
Audit broken processes
Xelora identifies missing SOPs, stale leads, overdue deliverables, repeated manual work, and workflow opportunities.
See how it works
A 90-second walkthrough
Step through the product — or watch the short demo video.
Example Client Brain
See everything your team needs to know about a client.
June 18 — Reviewed Q2 performance, approved expanded scope for the Q3 campaign, discussed referral program.
- Send revised landing page mockupSarah · Fri
- Approve case study draftClient · Mon
- Confirm Q3 budgetMike · Wed
- • Weekly status report — Friday
- • Monthly performance recap — Jul 1
- • Brand voice guidelines (v2)
- • Updated audience personas
- Landing page revisionIn progress
- Case study draftAwaiting client
- Q3 campaign launch planLive
"Apex Retail approved the expanded Q3 campaign scope during the June 18 call. The next status report is due Friday. Two deliverables are still open: landing page revision and case study draft."
Process audit
Find what's broken before it costs you clients.
During the Operations Pilot, Xelora Ai reviews your client workflows and flags what's missing, stale, manual, or broken.
What gets flagged
- No SOP for client onboarding
- No recent report for a client
- Stale leads not followed up with
- Missing client goals
- Overdue deliverables
- Repeated questions
- Duplicate documents
- Conflicting notes
- Missing owner on a project
- Manual reporting work
- Weak sales-to-delivery handoff
What you get back
- Process audit
- Suggested SOPs
- Suggested KPIs
- Suggested workflows
- Suggested automations
- Suggested AI operator tasks
Reports · Call prep · Commitments
Run client work without losing the thread.
Reports
Generate weekly updates, monthly reports, QBR drafts, executive summaries, and client-ready recaps using real client knowledge.
Call Prep
Before a client call, Xelora shows last meeting notes, open deliverables, decisions, risks, questions to ask, and a suggested agenda.
Commitments
Track what was promised, approved, rejected, delayed, or changed — with source history and ownership.
Who it's for
Built for companies that run on knowledge, clients, accounts, projects, and workflows.
Click a card to see the matching benefits your team gets in the first 30 days.
- ›One place for client work and ops
- ›Cleaner team handoffs
- ›Fewer dropped follow-ups
Built so teams can trust AI with client knowledge.
Xelora Ai is designed with security and permissions at the core. Every Client Brain stays separate, permissioned, and source-backed.
Single Sign-On (SSO)
Google & Microsoft sign-in today. SAML / SCIM on the roadmap for teams that need it.
Role-based access control
Admin, Manager, Member, and Client roles. Permissions scoped per workspace and per document.
Audit logs
See who asked what, what was generated, and every action an agent took — with source citations.
Per-client isolation
Every Client Brain is logically isolated. Queries are workspace-scoped. No cross-client leakage.
Internal vs external visibility
Tag documents as internal-only or client-shareable. Control what leaves your team.
Encryption
TLS 1.2+ in transit, AES-256 at rest. Daily backups with point-in-time recovery.
Trusted infrastructure
Hosted on managed cloud providers with SOC 2 Type II compliant infrastructure underneath.
Approval Center
Sensitive AI actions and outbound content wait for a human to approve before they go out.
Download the Xelora Ai Security & Trust overview
A 1-page PDF summarizing access, isolation, auditability, infrastructure, and roadmap items — useful to send to IT or procurement.
Early access
Become an early Xelora Ai partner.
We're looking for service businesses, SaaS teams, agencies, consultants, and growing companies that want to organize their operations and help shape the first version of Xelora Ai.
Future vision
Where Xelora Ai is going
The Operations Pilot starts with Company Brain, Client Brains, process audits, reports, call prep, commitments, and basic AI operators. Over time, Xelora Ai will expand into:
- AI operators
- Slack and Chrome capture
- Client portals
- Workflow automation
- CRM Lite
- Approval Center
- Agent activity logs
- Advanced security controls
- Marketplace
- Private deployment
Built with our early partners. Updated as we ship.
FAQ
Questions, answered
Run your company with AI that actually understands your business.
Capture your knowledge, organize your workspaces, find broken processes, and use proactive AI operators to help your team manage reports, calls, follow-ups, deliverables, workflows, and operations.
15 minutes · See your Company Brain, workspaces, and first AI operators mapped live