Bokir's customers were drowning in dashboards. The product could tell a founder their churn risk had doubled, but acting on it meant logging into three other tools and writing the campaign from scratch.

We designed the assistant to arrive with a next step already written: the email, the offer, the follow-up task. The user approves or edits rather than starting from a blank screen, and the AI surface stays small enough to trust.

The recommendation-to-action loop became the reason teams came back. Weekly active accounts rose from 34% to 71% of installed base, and the report-opening metric stopped mattering because the insight now arrived where work happened.

Rather than a full agent platform, the first release handled one insight type and one action. That loop proved the trust model with real customers before the surface area grew.