Connect the conversations, knowledge and processes behind your business.
Let AI handle the groundwork. Give your people room to do more.
Less chasing. Less repeating. More getting things done.
Meet customers where they are.
Bring the work together here.
Start with a request. Collect what is missing, apply your rules and put decisions in the right hands.
“We need 30 staff accounts for our Ikeja office. Can we start on Monday?”
Looking up the same answers. Copying context. Finding the right person. Following up again.
Bring those repeatable steps into one place, so your people can focus on customers, decisions and the work that moves you forward.
Find the approved answer in context.
See the owner and the next step.
Review the exception. Help the customer.
Less switching tools. Less repeating yourself.
More of the context your team needs to move work forward.
Bring connected channels into a shared inbox. Give every conversation context, ownership and a clear next step.
Follow a conversationGive your team and AI the same approved sources. Review, publish and test answers with confidence.
Turn everyday tasks into guided workflows, with clear approvals and a path for exceptions.
From a customer’s WhatsApp-style message to a formal staff email. See who does what, what automation takes care of, and what happens when the plan changes.
Illustrative configured workflow · explore all five stages below
“Abeg, I don transfer ₦38,500 since morning. Una never confirm my order. Make I send receipt?”
Capture the order number, amount and transfer reference in one support case; acknowledge the customer’s message.
Assign Finance to match the reference, amount and beneficiary against the settlement record. A receipt image alone does not confirm payment.
If Finance confirms settlement, move the order to paid and send the fulfilment team an approved release task.
Prepare a reply with the verified status. The agent reviews it before the connected messaging action sends it.
Keep the case open until the order status and customer update are recorded; remind the support owner after the configured two-hour deadline.
Ask for the order number and transfer reference; keep payment unverified while waiting.
One verified payment decision, an owned fulfilment task and a recorded customer update.
Triggers → rules → work → checks. Configure intake, required fields, approval routes, connected actions and due-time reminders. Staff handle decisions and exceptions with the original context attached.
These examples show process designs, not live transactions. Email intake, register updates and app actions depend on configured integrations. A task being created does not mean its work is finished.
Sales in Excel. Dispatch in a tracker. Leave in an HR register. Explore how different stakeholders could ask about their company’s data and get visual answers, a clear explanation and the calculation behind it.
Which branch brought in the most sales this month?
Lagos leads with ₦12.4m of the ₦33m recorded sales total (37.6%). Abuja follows at ₦8.6m. Sales recorded in this sheet are not proof of cash collected.
Sum net_sales_ngn by branch for 1–30 September. Exclude cancelled orders. Divide Lagos sales by the total to calculate its share.
Required columns: order_date · branch · status · net_sales_ngnCheck branch targets and margin before deciding where to add staff or inventory.
Choose a follow-up to narrow the chart, or switch to values to inspect the numbers.
Map dates, amounts, statuses and owners. Confirm the reporting period and what each column means before calculating a KPI.
Return a chart with units, source, filters and calculation. If a field is missing or figures conflict, ask for clarification instead of filling the gap.
Review the result, assign an investigation or start an approved workflow. Keep data access scoped to each stakeholder’s permissions.
Product direction shown here: conversational spreadsheet analysis and stakeholder visualisations. This landing-page demo uses selectable sample questions; live Excel ingestion, unrestricted data chat and chart generation require their own implementation and data-access setup.
Let AI take care of the repetitive parts.
Keep the decisions that matter with your people.
Choose who can access, approve and change things.
Hand off with the conversation, reason and history attached.
See your plan, credit balance and usage in one place.
Keep responsibilities and activity visible as work moves.
Bring in your team and give everyone the right role.
Connect a channel and publish your approved knowledge.
Test the experience, set your rules and build from there.
No. TriggerRail brings conversations, approved knowledge, repeatable processes, team responsibilities and usage controls into one workspace. AI assistance is one part of that system.
Yes. Choose the knowledge AI can use, set permissions and keep approvals in your processes. When a conversation needs a person, the handoff carries the context with it.
The workspace is designed for business managers and frontline teams. Start with your team and knowledge, connect a channel, then build up your processes using guided steps. Some external connections may need an administrator.
The platform is designed around WhatsApp, email and web chat. Available connections depend on your plan, provider setup and the channels enabled for your workspace.
Plans, AI credits and usage are managed in the workspace. You can review consumption and available balances. Channel and provider charges depend on your configuration; review your plan before enabling a service.
Less to chase. More to build. One workspace to bring it together.
Set up your workspace
