Transform tier feature

A mentor that knows your business.
And never leaves.

Trained on your business — your offer, your voice, your numbers. Ask in plain words: "Which leads should I follow up with?" "Draft a reply for the client who asked about Reiki." "How many calls did I book this week?" It answers with your data, learns your style, and never touches anything without your say-so.

7-day free trial · No credit card required · 500 conversations per month on Transform

Confirms before every action
Learns your voice
Knows your business
Everything it can do

What the mentor can do for you

Not a chatbot. A business partner that knows your numbers, writes in your voice, and waits for your go-ahead before touching anything.

Answers from your business

Your offer, voice, pricing, and client language train the mentor. It speaks like you because it's built from your words.

  • Understands your company, audience, brand voice, and pain points
  • Adapts to your communication style — how detailed you are, how you encourage, what topics you focus on
  • Learns from your conversations over time — never stores your private content

Knows your numbers

The mentor sees the same dashboards you do — pipeline, leads, revenue, conversion rates — and can answer questions about your business in real time.

  • Accesses your leads, activity logs, pipeline stages, and reports
  • Answers questions like 'How many leads came in this week?' or 'What's my conversion rate?'
  • Only sees what you can see — never accesses data beyond your permission level

Takes action — with your permission

The mentor can create and edit leads, draft campaigns, research websites, and manage your knowledge base. Every change requires your explicit approval first.

  • Create, move, or edit leads — confirmed per action
  • Research and summarize websites for you
  • Update your business knowledge base as things change
  • Manage billing and subscription (Transform and above)

Drafts outreach in your voice

Ask it to draft a follow-up, a cold email, a DM reply, or a campaign sequence. It uses your brand voice and tone. You refine, approve, send.

  • Generates email sequences, LinkedIn messages, and DM replies
  • Respects platform character limits and tone guidelines
  • Outputs clean, plain text — no formatting surprises
Requires Transform tier or higher
Built-in guardrails

You stay in control. Always.

The mentor is powerful by design — but power without guardrails is a liability. Every layer protects your data, your brand, and your peace of mind.

Confirms before every action

The mentor can read your data freely, but any change — creating a lead, updating a campaign, editing your knowledge base — requires your explicit approval in the chat. You see exactly what will happen before it happens.

Catches anything that shouldn't be there

Every message is checked before it's processed. The mentor blocks anything that looks like a security risk, flags personal information like credit card numbers or social security numbers, and rejects empty or oversized inputs.

Keeps your voice professional

Responses are checked for harmful content and overly salesy language before you see them. Everything comes back as clean, plain text — no formatting surprises, no robotic tone.

Learns your style, never stores your conversations

The mentor remembers how you communicate — your tone, the topics you care about, how detailed you like to be. But it never saves your actual messages. Only the patterns.

Limits built into every plan

Embark: no AI Mentor access. Transform: 500 conversations per month. Manifest: unlimited. Limits reset on the 1st of each month.

Safety built in, not bolted on
Transparent by default

Built for trust and control

Every safeguard is built into the product, not promised in a landing page. Here's exactly how it works.

8 capabilities, all permission-gated

Navigate, read and write leads, draft campaigns, research websites, update your knowledge base, manage billing

Confirms before every change

Nothing happens without your explicit approval — you see the exact change first

Dual safety layer

Input checks block risks before processing. Output checks keep responses professional and on-brand

Clear limits, no surprises

Transform: 500 conversations/month. Manifest: unlimited. Resets on the 1st.

Real practitioners, real trust

"Having a mentor that actually knows my business — my numbers, my voice, my values — changes how I make decisions. It's like having a COO who never sleeps."

AB
Atalia Bunce
Energy Healer
Empower Thy Self
Verified

"The confirm-before-execute model is brilliant. I can ask it to draft a campaign, review the exact changes, and approve. Nothing happens without me. That trust is everything."

DG
David Giddings
Holistic Health and Life Coach
Blueprint 2 Alignment
Verified

"It learned my communication style — how detailed I like to be, how I encourage clients, the topics I care about. Now when it drafts a follow-up, it actually sounds like me. Not a bot. Me."

ASC
Aria Starseed Chen
Intuitive Business Strategist
Starseed Strategies
Verified
Transparency you can verify

Ready for a mentor that knows your business?

Start a 7-day free trial — no credit card required. 500 conversations per month. It learns from your business. You approve every action.

Discovery Agent + AI Business Mentor + Automated Outreach + CRM — all in one platform.