Connects to what you already use · Every answer cited · No migration

Ask your business anything.

Plexxa is the AI knowledge and operations layer for your business — not another system to migrate into. Connect documents, websites, Gmail, even your live databases, and one assistant answers your team and your customers in plain English, cited from your own content.

14-day trial · No credit card · No migration · Works with your existing systems
app.plexxa.ai/workspace
A
Acme Inc.
Workspace
Overview
Assistant
Library
Build
Workspaces
Clients
Wednesday · 9:42

Good morning at Acme Inc.

Your assistant indexed 12 new documents overnight.

Ways to start
Ask the assistant
Anything from your knowledge base, in plain English.
Connect a source
Documents, websites, Gmail — or a live database.
This week
2,418queries
↑ 14% on last week
Recent activity
Sarah indexed supplier deck
2m
Jamie asked about Q4 pricing
14m
Widget answered 6 questions
1h
Assistant
"What was Acme's policy on cancellations under 14 days?"
Cited from
Within 14 days, retain 40% of the order total. See section 4.2.
[1] 2026 — Standard T&Cs.pdf
Scroll
Embedded on customer sites across SaaS, retail, services, education and travel
A Acme Inc.
T Travelogica
B Blue Horizon
M Meridian & Co
N Northwind Holidays
L Latitude 7
A Atlas Bespoke
P Pinpoint Tours
Four things to know about us

Plexxa is an AI layer over the systems you already run — not another system to migrate everything into. Connect what you've got, and start asking.

PDF
Product handbook
42p
WEB
your-site.com/help
184p
SQL
bookings — live database
live
read

Connect what you already use.

PDFs, Word docs, spreadsheets, scanned files with OCR. Whole websites, crawled and refreshed on a schedule. Gmail. Even your live operational databases. No migration, no re-keying — Plexxa meets your data where it lives.

Which clients are travelling next month?
Querying live database · read-only
14 clients depart in August — 3 flagged VIP. The largest group is the Chen party of 6, departing Aug 12.
[1] clients · live query [2] Bookings pipeline

Ask your business anything.

One assistant answers across knowledge, connected email and current operational data — with document citations, page references and confidence shown. Conversation history, follow-ups and Markdown export included.

JM
Jamie M.
— Re: Q3 procurement summary…
AI can answer
SR
Supplier — Recamier
— Updated rates for Q4…
Needs you
AC
Customer thread
— Quote follow-up
AI can answer
NL
Newsletter
— Weekly industry digest
Ignored
Draft ready
Reply drafted from your knowledge base — review, edit or send.

Turn email into a managed workflow.

Plexxa monitors connected mailboxes, triages every message — AI can answer, needs you, or ignored — matches senders to your CRM, and drafts grounded replies you review before anything is sent. Gmail today; Microsoft 365 coming soon.

Ask away
How can we help?

Give customers a safe AI assistant.

Branded website widgets scoped to exactly the knowledge you approve, locked to your domains, rate-limited, and testable in a full simulator before they go live. Analytics show what customers actually ask.

Getting started

Up and running in an afternoon.

No theory, no consultancy days. Three steps from sign-up to a working assistant your team will actually use.

01

Connect your sources.

Drag in documents, paste URLs, link your Gmail, point at a database. The library indexes as you go — you can see it growing live.

  • PDF, DOCX, XLSX, CSV — OCR for scans & images
  • Whole websites, crawled & auto-refreshed
  • Gmail + live databases, no data copied
02

Train the voice.

Give each agent — internal assistant, website widget, email manager — its own persona, tone and boundaries. Draft changes safely, test them in a sandbox, then publish.

  • Persona presets or advanced rules, in plain English
  • Sandbox testing before anything goes live
  • Version history with one-click restore
03

Put it everywhere.

Your team asks in the workspace. Your customers ask through a one-line widget on your site — Webflow, WordPress, Shopify, plain HTML. Your inbox gets triaged and drafted for you.

  • Team workspace assistant, day one
  • One <script> tag for the customer widget
  • AI email triage & drafting on your Gmail
Workspace/ Library
All 128 PDF 62 Web 41 Email 25
Drop "Supplier policies — 2026.pdf" to add it to the library
PDF
2026 — Standard T&Cs.pdf
Sarah Reilly · added 2 minutes ago
Indexing
42 pages
2.4 MB
WEB
acme.com/help-center
Whole-site crawl · 184 pages
Indexed
184 pages
DOC
Supplier policies 2026.docx
Jamie Tran · 3 hours ago
Indexed
12 pages
340 KB
XLS
Supplier rates Q4.xlsx
Jamie Tran · yesterday
Indexed
8 sheets
280 KB
SQL
bookings — production database
Live Data · queried at request time, never copied
Live
6 tables
read-only
Workspace/ Train your assistant
Tone
Speak warmly, like a senior member of the team. Use British English. Avoid corporate hedging.
Stick to
Products, policies, supplier info, + FAQs. Politely decline anything outside scope.
Hard rules
Always cite the source document
Every factual claim links back to a file or page.
Never quote internal pricing externally
Public widget skips margin docs entirely.
!
Prompt-injection lint: 1 warning
Unsafe rules are flagged — and blocked from publishing.
acme.com
Spring 2026
Engineered for the long haul.
Tools, gear and parts — built to last, backed for life.
Shop the rangeTalk to a specialist
Workshop
Outdoor
Home
Ask our assistantusually replies instantly
×
Hi! Ask me anything about our products.
What's your returns policy?
30 days from delivery, full refund. Restocking fee waived on first return.[1] Returns 2026.pdf
Type your question…
<script> <script src="https://plexxa.app/w.js" data-key="px_a92…"></script> ✓ live
Inside the app

Built around the day-to-day, not the demo.

A typical morning at Acme Inc. — every answer is rooted in a document Plexxa has already read, every source is one click away.

A
AI Assistant
Returns policy · enterprise
Today · 9:42
What's the returns window on enterprise orders over $5k?
Searching policies & enterprise-terms
Plexxa Enterprise orders ($5k+) follow the standard 30-day window with these adjustments:
  • 30 days from delivery, full refund
  • Restocking fee waived for first return
  • Custom or built-to-order items non-refundable
[1] Returns policy 2026.pdf [2] Enterprise terms.docx [3] Sales ops — supplier email
Any nuances I should flag to the customer?
Plexxa For this account, I'd recommend flagging the order for the standard window — based on past behaviour from this customer (returns within 14 days on 4 of their last 5 orders), the order is likely to come back.
[1] Past orders · Acme [2] Customer history notes
Draft a follow-up email to the customer.
Live Data Connect Early access

Your database already knows. Now it can talk.

Point Plexxa at the systems you already run — PostgreSQL, SQL Server, MySQL or Oracle — and the assistant answers operational questions live, at request time. Your data stays exactly where it is: nothing is copied into Plexxa.

You choose exactly what it sees
A guided wizard tests the connection, then lets you enable specific tables or views — nothing else is visible to the AI.
Teach it your business language
Columns are discovered automatically, with AI-generated first-draft descriptions you can refine — so “status = 3” becomes “confirmed booking”.
Read-only by construction
Every question runs as a structured, parameterised, read-only query — the AI never generates or executes its own SQL. Query limits, timeouts and result-size controls are built in.
Real answers, not vibes
Filtering, sorting, ranked results and aggregates — counts, sums, averages, minimums, maximums — with data previews and test questions before you roll it out.
SQL
production · PostgreSQL
Connected
bookings 12 columns
clients 9 columns
invoices 7 columns
staff_notes not visible to AI
What are our top five outstanding invoices?
Top 5 outstanding, largest first: #2214 $18,400 · #2189 $12,950 · #2201 $9,700 · #2168 $8,220 · #2195 $6,010.
live query · read-only · parameterised
“How many active bookings do we have?” “Which clients are travelling next month?” “How many Salesforce accounts per region?”
AI Email Manager

Your inbox, triaged before your coffee.

Connect Gmail and Plexxa watches for new mail, sorts out what matters, matches senders to your CRM, and drafts grounded replies for you to review. You stay in charge — nothing is sent unless you say so.

Inbox
New Needs attention AI answered Linked
HC
Helen Cho
— Can we move the deposit date to the 21st?
CRM: Cho family AI can answer
RV
Supplier — Riviera
— Rate change effective next quarter…
Needs you
NL
Weekly digest
— Industry news roundup
Auto-ignored
Draft reply — grounded in your knowledge base confidence 0.94
Hi Helen — yes, we can move your deposit to the 21st. Per your booking terms, deposits can shift up to 14 days before final payment without penalty…
Send Edit Regenerate Save to Gmail Drafts

Monitored, not just connected.

Plexxa checks enabled mailboxes for new messages, filters out newsletters and machine-generated mail automatically, and gives you one consolidated inbox with New, Needs Attention, AI Answered and Linked views.

Every message triaged, with reasons.

Messages are labelled AI can answer, Needs you or Ignored — and Plexxa shows you the triage reason and its confidence. High-confidence CRM matches can file communication history automatically.

Replies grounded in your knowledge.

Drafts are built from your workspace knowledge base with configurable scope — public-only or wider — in the persona and tone you set for email. Review, edit, regenerate, save to Gmail Drafts, or send.

Auto-send only behind guardrails.

Off by default. If you enable it, every message must pass confidence thresholds, daily limits, human-sender and message-age checks, prompt-injection and outbound-content screening — with global and per-mailbox kill switches.

● Gmail — live today · Microsoft 365 — coming soon
Industries

General by design. Loaded for travel.

Plexxa works for any business that runs on knowledge. For travel businesses, optional operations modules bolt straight on — switch them on per user, only where they earn their keep.

By the numbers

It pays back faster than most software.

0%
of agent questions answered without a colleague
0×
faster to find a supplier policy than searching Drive
0min
from invitation accepted to first useful answer
0%
drop in handoff requests on the public widget
Your data, your rules

Boring on security. Refreshingly simple on data.

Your region, your choice

Pick the region your data lives in. Zero cross-border movement unless you ask for it.

Your data stays yours

We don't train models on your content. Ever. Live Data answers query your database at request time — nothing is copied or synced into Plexxa.

SSO & granular roles

Google, Microsoft, Okta. Per-document permissions so client A's data never leaks into client B's chat.

SOC 2 in progress

DPAs and a security FAQ are available for customers and partners. Ask any time.

Pricing

Plans that scale with your team.

Start free, upgrade when the assistant earns its keep. Annual billing saves two months.

Free

Get a feel for it

$0/forever

Solo founders, advisors, anyone testing the waters.

  • 1 workspace · 50 documents
  • 200 questions / month
  • Web library + drag-and-drop docs
  • Single user
Business

For larger orgs

$149/month

Higher volume, SSO, audit log, multiple widgets across multiple sites.

  • Unlimited documents · 25,000 q/month
  • Multiple widgets, multiple sites
  • SSO, audit log, RBAC
  • Up to 25 users
  • Priority support
Custom

Built around you

Talk to us

Multi-brand, federations, private hosting and custom integrations.

  • Multi-workspace federation
  • Private region or VPC hosting
  • Custom integrations & SLAs
  • Dedicated CSM
  • Volume pricing
Ready when you are

Give your team a memory.

14 days, no card, full feature set. If it doesn't earn its place by Friday, walk away — most teams know within an afternoon.