One execution system. Not a product catalog.
Become a system of execution.
GuideAI puts Sentinel, simulations, chat, browser automations, and omni-channel completion to work as one loop. Enrollment, applications, and activation finish without your team carrying every step by hand.
Trusted by teams driving the next era of customer experiences.
One system of execution.
Sentinel, simulations, chat, browser automations, and omni-channel completion share context and run as a single loop. You deploy the system. You don't assemble a product stack.
The loop
Sentinel
See where work stalls
The system watches real users, surfaces friction, and finds the repeatable paths worth completing next.
Simulations
Prove the path before you scale
Agents run the same journeys until completion is predictable, so the system executes what already works.
Chat Agent
Guide users to done
Client-facing chat walks people through the live product, completes onboarding, and stops support questions before they become tickets.
Browser Automations
Execute the repetitive work
Browser automations traverse the apps your team already uses, turning everyday clicks into macros your power users no longer have to run by hand.
Omni-Channel Task Completion
Reach until the work is complete
Voice, text, on-screen, and email run as one sequence so time-sensitive tasks finish before the deadline, not after another follow-up from your team.
How the system reaches people
Voice, text, on-screen, and email are not separate campaigns. They are one sequence inside the same execution system, so a stalled task keeps moving until it is done.
Voice
AI-powered phone calls that walk users through complex steps, answer questions in real time, and drive action when deadlines are near.
Text
SMS and chat messages that nudge users back to incomplete tasks, share direct links, and keep momentum between sessions.
On-Screen Application
In-app guidance that highlights fields, fills forms, and completes actions directly in your product with no manual hand-holding required.
Personalized email sequences with clear next steps, deadline reminders, and one-click paths back into the flow.
How proactive sequences drive outcomes
Proactively identify users with incomplete, time-sensitive tasks
Select the right channel based on urgency and user preference
Deliver guided sequences across voice, text, screen, and email
Track completion and escalate until the outcome is achieved
How it works
Observe, prove, guide, automate, and complete. One loop owns a section of your business until the outcome is done.
Observe
Sentinel finds where work stalls
The system watches real users, then points the rest of the loop at friction, drop-off, and paths worth completing.
Prove
Simulations make completion predictable
Agents run the journey until the outcome is reliable, so execution is based on what already works.
Guide
Chat moves people through the live product
Client-facing chat completes onboarding and time-sensitive tasks so support never has to carry the same step twice.
Accelerate
Browser automations take the repetitive work
The system traverses the apps your team already uses and turns daily clicks into execution, not another checklist.
Reach
Omni-channel finishes what was started
Voice, text, on-screen, and email stay in one sequence until the task is done, including the people who never came back on their own.
Outcomes by industry
Scope a section of your business to the system. The same execution loop delivers different outcomes across retirement, payment processing, and insurance.
Enrollment, rollovers, and plan changes where deadlines and compliance make completion critical.
Higher enrollment and rollover completion rates
In this loop
Fewer sponsor and participant support tickets
In this loop
Faster time-to-activated accounts
In this loop
Proven flows before open enrollment
In this loop
Use cases the system owns
Real outcomes across retirement, payment processing, and insurance where one execution system takes responsibility for completion, not just guidance.
Year-end census and questionnaire completion
GuideAI owns census season: proactive omni-channel outreach drives sponsors and participants to finish questionnaires before deadlines, cutting support volume and incomplete filings.
Form 5500 filing workflows
Complex 5500 preparation stalls when data is missing or users drop off. The system guides admins through each step, proves flows before peak season, and keeps completion on track.
3(16) plan administration services
For 3(16) providers, GuideAI handles ongoing plan admin tasks that generate support tickets: participant changes, compliance steps, and recordkeeper handoffs your team used to chase manually.
Sponsor and participant onboarding
Scale enrollment without scaling headcount. Chat guides end users through setup while Sentinel surfaces friction and browser automations help your internal team move faster through recordkeeper systems.
Rollover and distribution elections
Time-sensitive rollover windows need proactive completion, not passive portals. Omni-channel sequences reach participants who have not finished elections before funds are stranded or deadlines pass.
Merchant bank application completion
Incomplete merchant applications cost revenue. GuideAI drives application completion with client-facing chat, handles auth friction, and uses proactive outreach when merchants stall mid-flow.
Merchant underwriting and KYC onboarding
Underwriting and compliance steps kill activation rates. Simulations prove flows before launch while the system guides merchants through document upload, verification, and go-live milestones.
Payment integration and go-live setup
Merchants stall on API keys, test transactions, and production cutover. Browser automations help your implementation team and chat guides merchants so go-live happens faster with fewer tickets.
Insurance agent onboarding and appointments
New agents face CRM, AMS, and carrier appointment workflows that take weeks. GuideAI reduces time-to-licensed by guiding agents through each system and deflecting the repetitive how-do-I questions.
Policy application to bound conversion
Started applications that never bind are lost revenue. Proactive omni-channel task completion brings agents and applicants back to finish quoting, underwriting, and binding before the opportunity goes cold.
Renewal season and open enrollment
Renewal questionnaires and annual enrollment crush support teams every season. GuideAI owns completion across voice, text, email, and on-screen guidance so renewals finish on time.
Claims intake and first-notice workflows
First notice of loss and intake forms fail when users abandon mid-process. Sentinel identifies drop-off points and the system drives completion so adjusters start with complete files, not callbacks.
Security & Compliance
Enterprise-grade security for retirement, payment, and insurance teams handling sensitive data
SOC 2 Type II
CertifiedGuideAI is SOC 2 Type II certified, independently audited for security, availability, processing integrity, confidentiality, and privacy: the standard required by enterprise and regulated-industry buyers.
HIPAA Compliance
In ProgressWorking towards full HIPAA compliance to protect sensitive patient health information and meet healthcare industry standards.
SOC 2 Type II certification demonstrates our commitment to protecting your data and your users' data. We maintain end-to-end encryption, role-based access controls, and continuous monitoring aligned with enterprise security requirements.
Pay for outcomes, not usage
Put the execution system on a section of your business. You pay upfront for measurable results like fewer support tickets, higher application rates, and faster activation. No per-seat fees. No session counting.
Outcomes we deliver
- Reduce support tickets your team handles during onboarding
- Increase application completion and enrollment rates
- Accelerate time-to-activation for new accounts
- Improve adoption of time-sensitive product features
Single Outcome
Ideal for teams targeting one high-impact metric, like cutting support volume or lifting completion rates on a single flow.
One defined business outcome, scoped and guaranteed at contract signing.
What you get
End-to-end ownership of one agreed outcome with baseline measurement and reporting
Commitment
Upfront payment; we own delivery until the outcome is achieved or the contract term ends
- Outcome definition and baseline measurement
- The execution system scoped to your outcome (Sentinel, Simulations, Chat, Browser Automations)
- Omni-channel sequences (voice, text, on-screen, email)
- SOC 2 Type II infrastructure
- Quarterly outcome review and optimization
Outcome Program
For organizations running several critical flows (enrollment, applications, renewals), each tied to measurable business results.
Multiple linked outcomes across products, teams, or user segments.
What you get
Portfolio of 2–5 defined outcomes with cross-channel orchestration and unified analytics
Commitment
Annual upfront agreement; GuideAI owns execution across all scoped outcomes
- Everything in Single Outcome
- The full execution system across 2–5 outcome tracks
- Sentinel analytics and ongoing simulation optimization
- Priority support and dedicated success manager
- Executive reporting and custom integration coverage
Enterprise Outcomes
Retirement providers, payment processors, and insurers with complex compliance, volume, and multi-product requirements.
Portfolio-level outcomes for regulated industries and large-scale rollouts.
What you get
Custom outcome portfolio with SLAs, governance alignment, and optional dedicated deployment
Commitment
Negotiated upfront structure aligned to your forecast and procurement process
- Custom outcome definitions and success criteria
- Dedicated solution and success team
- Advanced security reviews and procurement support
- Optional on-premise or VPC deployment
- White-label and custom model training available
How pricing works
We scope a section of your business and the outcome that defines success, like reducing support tickets by 40% or increasing application completion by 25%. You pay upfront for GuideAI's execution system to own delivery end-to-end. No seat licenses, no session meters, no surprise overages.
Pricing FAQ
How does outcome-based pricing work?+
You define the business outcome you need, such as reducing support tickets by 40% or increasing application completion rates by 25%. We scope the outcome, establish a baseline, and you pay upfront for GuideAI to own delivery. We don't bill per seat or per session; you pay for the result.
What counts as an outcome?+
An outcome is a measurable business result tied to user behavior: fewer tickets routed to your team, higher completion rates on applications or enrollments, faster time-to-activation, or improved adoption of time-sensitive features. We agree on the metric, baseline, and target together before contract signing.
Why pay upfront instead of usage-based?+
Upfront pricing aligns incentives: we're accountable for delivering the outcome, not for maximizing touchpoints. Your finance team gets predictable costs, and our team is motivated to finish the job, not just run more sessions.
What if we don't hit the outcome?+
Every contract includes clear success criteria and measurement methodology agreed at signing. We work through omni-channel sequences (voice, text, on-screen, and email) to drive completion, and we optimize continuously. Specific remedies depend on your agreement; we'll walk through options during scoping.
Do you charge by user, seat, or session?+
No. Outcome-based pricing has no per-seat or per-session fees. You pay for the business result we commit to deliver.
What is included in the execution system?+
Every engagement runs the same system: Sentinel for workflow intelligence, Simulations for ongoing optimization, Chat Agent for client-facing guidance, Browser Automations for your internal power users, and Omni-Channel Task Completion for proactive outreach across voice, text, on-screen, and email.
Which industries do you focus on?+
We specialize in retirement providers, payment processors, and insurance companies: industries where complex onboarding, enrollment, and application flows directly impact revenue and support costs.
Put the system on the journeys that stall
Join the waitlist to scope one execution system around enrollment, applications, or activation.
No credit card required. Early access coming soon.