Pathbound Assistant is an AI chat interface built directly into the platform. Mention a contact or company, ask a question, and get answers grounded in your actual customer data — enrichment records, event history, email conversations, support tickets, and more. Every response is sourced from your unified profiles, not generic training data.
Natural language queries over your data
Ask anything about your customers. "Which accounts had a usage drop this month?" "What emails have we exchanged with Acme Corp?" "Show me contacts who visited our pricing page but haven't started a trial." The Assistant translates your questions into queries across your unified customer data and returns concrete answers — with the data to back them up.
@mention any contact or company
Type @ to pull specific contacts or companies into the conversation. The Assistant loads their full unified profile — enrichment data, event timeline, email history, support interactions — and reasons against all of it. Ask follow-up questions, compare accounts, or drill into specific time periods. The context stays with the conversation.
Built-in tools and visualizations
The Assistant doesn't just answer questions — it runs tools. Query your database, aggregate data across segments, search for contacts matching specific criteria, pull email threads, and generate charts. When an action is needed — updating a CRM field, sending a Slack message, triggering a sequence — the Assistant proposes it for your approval before executing.
Privacy-first architecture
Customer PII is automatically anonymized before reaching the AI model. Names, emails, and identifiers are replaced with tokens during processing and restored in the response you see. Your data stays private by design — not by policy. This applies across all supported AI providers.
Bring your preferred AI model
Route the Assistant through the AI provider that fits your needs: Anthropic, OpenAI, or Mistral. Use Pathbound's built-in keys or bring your own. Switch models per conversation. The same Assistant capabilities — tools, context, anonymization — work identically across every provider.
Multi-turn conversations with full context
Conversations persist across sessions. Pick up where you left off, reference earlier analysis, or continue a thread days later. The Assistant compresses history intelligently to maintain context without hitting token limits — so long-running investigations stay coherent from start to finish.