Preparing workspace
Beam turns the way your team works into reliable AI workflows. It brings together your knowledge, tools, and people so more gets done without losing control.
Your workflow
Customer needs help
Customer health score drops
Beam prepares a plan
Data gathered and support drafted
Team reviews the next step
Conversation guide + best next action
Ready to run
Actions are approved and sent
Built for every stage
Beam meets your business where it is today, then grows with the way your team works.
Small business
Beam keeps follow-up, customer requests, admin, and weekly work moving in the background.
Startup
Beam turns goals and messy handoffs into clear workflows that keep growth and execution moving.
Enterprise
Beam connects teams, systems, approvals, and reporting so complex work moves as one.
Everything in one place
Add your knowledge, create AI helpers, and connect the work into workflows your team can understand and improve.
Your knowledge
Add the documents, policies, customer history, and playbooks Beam needs to do the job well.
Documents · policies · customer context
AI helpers
Choose what each helper does, what it can use, and when it needs a person to step in.
Clear jobs · approved tools · human review
Repeatable workflows
Build the process once, preview it safely, and give your team a clear record of every run.
Visual builder · safe previews · run history
How it works
Choose what starts the work, what information Beam needs, and where a person should review the result.
Build your first workflowStep 1
Start
Customer risk appears
Step 2
Add context
History and policy
Step 3
Prepare
Recovery plan drafted
Step 4
Review
Team lead checks it
Step 5
Update tools
CRM and Slack updated
Start where the business feels it
Begin with one high-impact workflow. Prove the value, then expand from there.
Beam responds while interest is high—researching the account, checking fit, and preparing personalized follow-up for sales.
Research the account
Check fit and urgency
Draft and route follow-up
Beam finds early warning signs across product use, support, and account history, then prepares a recovery plan for review.
Watch for customer risk
Build the full account picture
Prepare a recovery plan
Beam gathers updates, follows up on missing inputs, routes approvals, and keeps the process current across your tools.
Collect team updates
Follow up on missing inputs
Route approvals and update tools
A clear path from trial to scale
Every new workspace starts with a 14-day Scale trial. No card, no automatic charge, and no sales call required.
Launch
For small teams putting their first reliable AI workflows into operation.
3 active workflows
100 workflow runs every 30 days
3 team roster seats
Approvals and run history
Scale
For growing teams coordinating critical work across functions and tools.
25 active workflows
250 workflow runs every 30 days
5 team roster seats
Advanced approvals and audit trail
Enterprise
For business units that need procurement, governance, and rollout support.
Custom workflow and run limits
Custom team roster limits
Security and architecture review
Dedicated launch planning
Create your account
No payment method
Build for 14 days
Scale limits included
Choose what fits
Launch, Scale, or Enterprise
You stay in control
Choose what Beam can access, what it can do, and which actions need approval. Every run stays visible.
Offer details
The trial is designed to help you validate a real business workflow without a billing surprise.
No. Your 14-day Scale trial starts when you create the workspace, with no payment method and no automatic charge.
You get the Scale workspace limits: 25 active workflows, 250 runs over 30 days, five team roster seats, approvals, and the audit trail.
Your workspace and work stay saved. AI execution pauses until you choose Launch, Scale, or an Enterprise agreement.
Yes. Launch and Scale use Stripe-hosted checkout and billing management. Enterprise is arranged around your security, rollout, and procurement needs.
Your next stage starts here
Start with the process holding your team back. Beam will help you turn it into a workflow you can run, review, and improve.
