Agent-native
The agent works where you work.
In Chunkbase, the agent sees the client you have open. It can do what you can do on that screen, and nothing you couldn’t.
Some software companies call this AI-native. We say agent-native, because the agent does the work in the product, not in a chat box beside it.
See the differenceThe same job, two ways.
Claire got a pay rise, and her salary must go in the fact find. By hand, it passes through four windows. Here is the same job when the agent works in Chunkbase.
- Open the call transcript
- Search it for “salary”
- Copy the line
- Open an AI chat
- Paste it and ask
- Copy the answer
- Open the back office
- Find Claire’s record
- Open the Income tab
- Find the salary field
- Paste the figure
- Save
- Write a file note with the source
- Reading the call on 21 October
- Found Claire’s salary at 14:32
- Changed one field in the fact find
- Waiting for you to accept it
The left side is an illustration of the work by hand, not a real product. The right side is a design of Chunkbase’s fact find.
Four questions to ask any AI product.
Ask them in every demo, ours too. Each one has an answer you can see.
The same agent, on the cases list, the fact find and the letter.
What changed since the last review?
Two things changed since 14 October. Tom wants to stop work at 62, not 65. Claire’s salary is now £64,000 a year.
No name, no upload. It reads the case you have open.
Start the fact find from today’s call.
The same action as the Start fact find button. The result is in the case, not in the chat.
It acts on the record. You do not copy and paste.
Approve the suitability report.
I can’t approve it. At Calder & Wren, only Priya can approve reports. I marked it ready for her review.
The agent has your permissions, not more. People decide.
What the agents do.
Each item says if it works in our alpha today or if we are building it now.
- Read the meetingFinds who said what, and the facts in it.In alpha
- Fill in the fact findProposes each fact, with the words it came from.In alpha
- Find what is missingShows the facts it could not find, and what disagrees.In alpha
- Draft the letterWrites a first draft from the checked facts.In alpha
- Answer questionsAnswers about the client, with the source of each answer.In alpha
- Record the meetingOn your computer or your phone. No bot joins the call.Coming soon
- Draft emailsThe email waits in your Drafts. You send it.Coming soon
- Update IntellifloA change goes to Intelliflo only after you OK it.Coming soon
Your clients deserve more of you than the paperwork.
Chunkbase is agent-native, made for advice teams and built in Scotland. Give it your meeting notes or a transcript, and its agents build the fact find, find what’s missing and draft the letter. You check it, and spend the time you get back with your clients.
