01
02
03
04
05
06
07
08
09
10
11
12
RootCX
Pricing
[01] Meet Corey Knows
MeetCorey Knows- AI Intelligence

AI that knows your
entire business

Built into the foundation, Corey has native access to all your tools and data. No integrations, no setup. It just knows.

Corey AI Agent Interface
[02] Native Context

Context-aware by design

Every business app on RootCX shares the same foundation, so Corey has instant, native understanding of your entire operation. It sees every customer, every ticket, every invoice, every signal in a single data model.

No extra work, no integrations to maintain, no data silos to bridge.

Single data model

All your tools, all your data, one unified layer.

Real-time understanding

Every change is instantly visible to AI.

Zero setup cost

No pipelines, no connectors, no maintenance.

[03] AI Agents

Create AI agents that answer your questions

Don't just ask questions. Create specialized AI agents with their own personality and focus area to give you clear, actionable insights on demand.

Each agent is trained on your business context and can be tailored to a specific domain: sales pipeline, customer success, revenue operations, support quality, and more.

Browse AI Agent Templates>

Sales Pipeline Analyst

"What deals are at risk this quarter? Where should we focus?"

Capabilities

  • •Risk Detection
  • •Opportunity Scoring
  • •Deal Hygiene
View template>

Customer Success Manager

"Which accounts are approaching churn? Who needs attention?"

Capabilities

  • •Health Monitoring
  • •Churn Prediction
  • •Renewal Tracking
View template>

Revenue Forecaster

"What's our best/worst case for next month? Where are the gaps?"

Capabilities

  • •Scenario Modeling
  • •Gap Analysis
  • •Trend Forecasting
View template>

Support Quality Analyst

"What are our most common issues? Where can we improve?"

Capabilities

  • •Sentiment Analysis
  • •Topic Clustering
  • •Performance Metrics
View template>

Sales Pipeline Analyst

"What deals are at risk this quarter? Where should we focus?"

Capabilities

  • •Risk Detection
  • •Opportunity Scoring
  • •Deal Hygiene
View template>

Customer Success Manager

"Which accounts are approaching churn? Who needs attention?"

Capabilities

  • •Health Monitoring
  • •Churn Prediction
  • •Renewal Tracking
View template>

Revenue Forecaster

"What's our best/worst case for next month? Where are the gaps?"

Capabilities

  • •Scenario Modeling
  • •Gap Analysis
  • •Trend Forecasting
View template>

Support Quality Analyst

"What are our most common issues? Where can we improve?"

Capabilities

  • •Sentiment Analysis
  • •Topic Clustering
  • •Performance Metrics
View template>
[04] Security

Knowledge with boundaries

Corey knows everything, but respects your hierarchy. It doesn't bypass your security rules, it inherits them.

If a user can't see a salary in your HR tool, Corey won't reveal it to them. Every answer is filtered through your Role-Based Access Control (RBAC) in real-time. Power without leaks.

[05] Ready?

Master your business. No blind spots.

Gain complete visibility and turn your data into a competitive advantage.

RootCX

The AI-native business operating system. Replacing fragmented tools with a unified intelligent foundation.

AI

  • Corey Knows
  • Corey Acts
  • Corey Builds
  • Agent Templates

Platform

  • Unified Data Layer
  • Business Tools
  • AI Agents Builder
  • Enterprise Governance

Company

  • Pricing
  • Blog
  • Handbook
  • Sign in

© 2026 RootCX Inc. All rights reserved.

Privacy PolicyTerms of Service
All systems operational