Intelligence
Ends with numbers every branch reads the same way.
Trusted by organizations
across the world
What Intelligence changes on the desk
Every number your desk needs, with its source.
Ask SidecarYour desk
What did we charge Halverson Foods on their last job?
USD 1,205 on Sep 12, paid in full.
Job 2214 · InvoiceAnswers in seconds
Ask about any job or rate in plain words, and the answer comes back with citations.
This quarterYour desk
Won and lost, by monthWin rate 69%
WonLost
Losing outSlow replies on large requests
Know where you win
See where your desk wins business and where it keeps losing out.
WorkloadThis week
Emily84 files
Jake71 files
Atlantic AgentsReplies within the hour
CoastlineQuiet on Fridays
Spot the overload
See where your desk is stretched and which partners go quiet, in time to reassign work before it backs up.
Desk summarySeptember
1,204Jobs
38mReply time
69%Win rate
Reply time, last 8 weeksDown 41%
Ready before the meeting
Ready for every board meeting
Ask for any number, and dashboards are built from the work itself, ready to present.
How Intelligence works
Ask a question or compare any period, and every answer is cited.
What Intelligence tracks
Six measures of your desk, read from the work itself.
Response times
How long each desk and person takes from request to reply.
Conversion
Which requests become jobs, by customer and by who handled them.
Margin
Where price dipped below the floor you set, and who approved it.
Partner performance
Which partners answer first and deliver on time, and which ones go quiet.
Workload
Volume of work spread across people against the time each person takes.
Customer activity
Which customers asked for more this month, and which ones stopped asking.
Enterprise ready
Compliant with the most rigorous security and safety standards.
SOC 2
We meet SOC 2 requirements to ensure secure and compliant management of customer data across all our systems.
ISO 27001
Information security run to the ISO 27001 standard: access control and incident response, reviewed on a schedule.
AES-256
Customer data is encrypted at rest with AES-256 and in transit with TLS, on every workflow and every integration.
Audit trail
Sources, approvals and actions are recorded with the workflow, so your team can see what happened and why.
Role-based access
Access is scoped by role and reviewed on a schedule. Your team controls what Sidecar can see and do.
Tenant isolation
Each customer’s data lives in its own tenant, separate from every other customer, with access scoped to that tenant.
Frequently asked questions
What can I ask about?
Anything your desk has handled, from a job to a rate, in plain words.
Where do the answers come from?
From every email, job and entry your desk handles. Each answer cites its source.
Do we need to export or set anything up?
No. Nothing needs to be exported or set up.
Can we compare branches?
Yes. Each metric is defined once for the whole firm, so every branch lines up.
Can it see data I cannot?
No. Answers follow your role and permissions.
Ask a question about your own desk
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