AI inside the work, under your rules.

Xifdesk uses AI where work actually slows down: writing proposals, answering clients and shortlisting candidates. It drafts from your own data, follows clear guardrails, and leaves every decision to a person.

Xifdesk AI proposal generator with job details

Five rules the AI always follows.

These guardrails are built into proposal writing and client replies. They are what lets a team move faster without losing control of what it promises.

  • It never commits to prices or timelines

    Commercial terms stay with your people. Drafts describe the work, never what it costs or when it lands.

  • It never invents numbers

    No made-up results, percentages or figures in a proposal or a reply.

  • It only cites work you have verified

    Portfolio answers use projects and links your team has confirmed.

  • A person reviews before anything is sent

    Every draft is copied, shortened, regenerated or edited by someone on your team, then sent by them.

  • Every draft is accounted for

    Proposals are saved with their matched projects, rating, feedback and token cost.

Proposals matched to the work you have delivered.

Paste the job description with any attachments and client questions, then choose the tone and length and add your brand voice. Xifdesk ranks your best-matching past projects with a match score, writes three versions and answers the client’s questions in the same tone. Improve or regenerate on request.

Fleet tracking app for a regional delivery company
Job description
Drivers need to log trips and fuel stops from their phones, including where there is no signal. The office needs a live view and route history. Existing API in Node.js.
Client question
Have you built apps that work offline?
Tone: professional, length: medium
Best-matching portfolio
  • Logistics driver app92
    Offline trip logging, background sync
  • Fleet maintenance portal84
    Vehicle records, service schedules
  • Courier dispatch dashboard77
    Live map, route history

Hi Jonah, we would build the app in React Native with a local-first data store, so trip logging works fully offline.

A background sync queue sends trips to your API as soon as a connection returns. We used the same approach in our logistics driver app.

Happy to walk your team through the architecture on a short call.

  • Only verified portfolio links
  • No prices or timelines committed
  • No invented numbers
  • Reviewed by a person before sending
Saved with matches, rating and token cost

Try it: switch versions, or press Draft again. Fictional sample data.

The next client reply, ready when your team is.

Most deals are won or lost in the replies after the first proposal. Intelligent Client Management reads the conversation so far, the lead’s details and your own portfolio, then drafts the next reply for your team to review and send.

Conversation memory
Every earlier message, your proposal and the client’s questions are kept, so each reply follows on from the last.
Portfolio-aware answers
When a client asks whether you have done this before, Xifdesk searches your past projects and cites the relevant ones with verified links.
Ask AI on any card
A chat panel on every board card answers questions about that lead from its details, comments and attachments, including documents and Loom transcripts.
Reply logging and response tracking
Each client reply is logged on the card with its date and time, so managers can see response times and follow-ups.
Explore Intelligent Client Management
Meridian WorksClient conversations
Your proposal, 9 OctShared two logistics apps we built, with links, and suggested a short call.
Client reply, 13 OctThese look close. Can drivers keep logging trips with no signal, and do you integrate with our existing Node.js API?
Card details2 earlier messages2 matched projects
AI-drafted replyTone: professional

Hi Jonah, yes to both. In the logistics driver app we delivered, trips are stored on the device and sync when the connection returns, and the app talked to the client’s existing Node.js API.

Happy to show both on a short call this week.

Copy replyMake it shorterRegenerateLog on card
Fictional sample data.

A shortlist with its reasons, and a first call already made.

AI scores each resume against the opening’s must-have skills and shows the evidence behind every score. HR approves the shortlist. An AI voice agent then calls approved candidates, asks the screening questions and returns a transcript, scores and an outcome.

Resume scores

Against the opening’s must-have skills
  • Nadia Petrov88
    5 years React NativeShipped offline-first appsLed a team of three
    Approved for screening call
  • James Okoro81
    4 years React NativePayments integrations
    Awaiting HR review
  • Lena Wolff64
    2 years FlutterNo React Native yet
    Awaiting HR review

Every score shows its evidence. HR approves the shortlist before any call is made.

Screening call, Nadia PetrovAI voice agent, approved by Hannah Okafor
Call complete
AgentHi Nadia, I am calling from Meridian Works about the senior mobile engineer opening. Is now still a good time for a ten-minute screening?
NadiaYes, this works.
AgentWhich React Native app that you built are you most proud of, and what was your part in it?
NadiaA field service app. I designed the offline sync so technicians could work without signal, and led two other developers.
AgentThe role is hybrid, three days in the office. Does that suit you?
NadiaYes, that is fine for me.
AgentWhat is your notice period?
NadiaThirty days.
Relevant experience5 / 5
Communication4 / 5
Role fit4 / 5
Outcome: recommended for interview. Notice period 30 days, hybrid confirmed.
Awaiting HR decision

Try it: press Replay. Fictional sample data.

AI you can administer like any other system.

Your choice of model

Administrators choose the AI model provider the platform uses.

Versioned prompts

The prompts behind each AI feature are versioned.

Cost you can see

Token use and cost are tracked per organization and per user.

See AI work on your own pipeline.

A walkthrough shaped around your teams: how sales, client conversations, people, payroll and delivery would work together on Xifdesk.