About IdeaBoxAI
We build AI that does the everyday work of business.
IdeaBoxAI is the team behind Persona AI, Helm and LobbyOS. Each one puts AI to work on a real job: everyday business work, prospecting, and looking after guests.
A note from our founders
Today every company can try AI. Very few can hand it real work and trust what comes back.
We started IdeaBoxAI because we kept seeing the same thing in growing companies: capable people spending their best hours moving numbers between tools instead of acting on them. AI can change that, but only when it understands the business it works for.
So we build AI that works inside one business at a time, connected to its systems and set up around its people, and we hold it to one standard: the work has to be finished, correct and ready for a person to approve. That idea now runs through three products.
Vithushan, Harish and SridharCo-founders, IdeaBoxAI
What we’ve built
Three products, each putting AI to work on one real job. Compare the products
AI workspace for everyday workPersona AI
Role-aware AI teammates that use your business knowledge and tools to answer questions, create useful work and automate repeat tasks.
Explore Persona AI→
Signal-based prospecting and AI SDRHelm
Find relevant prospects through business signals, focus on the right opportunities and turn them into timely outreach, on top of your CRM.
Explore Helm→
AI voice conciergeLobbyOS
Guests scan the QR code in their room and ask out loud about the Wi-Fi, the appliances or the neighbourhood, and get answers from the host’s own guide.
Explore LobbyOS→
Why IdeaBoxAI exists
Most growing businesses don’t lack data. They lack the hours to use it.
General AI chatbots help with writing, but they don’t know your ledger, your customers or how your team signs things off.
So we build AI that is set up around one specific business, connected to its systems, and trusted to finish the job.
The weekly report, by hand
- 1Export sales from the CRM
- 2Copy costs from the accounting system
- 3Find the context in someone’s inbox
- 4Rebuild the same report
6 hoursevery week, from scratch
With Persona AI
- 1Ask for the report in plain words
- 2Persona AI pulls from your CRM, accounting system and inbox
- 3Review the finished report and approve it
30 minready for a person to approve
Times from P&L reporting at AZ Gems, as reported in its case study. Read the story
Who we build for
Small and mid-sized teams that run on data but don’t have a data team.
Finance leads
Why did operating profit fall while revenue grew?Sales managers
Which accounts should my team focus on this week?Compliance consultants
What evidence is still missing for our access review?Operations teams
Which orders need attention today?
What we help with
Results reported in IdeaBoxAI customer case studies. See the customer stories
- 5.5 hsaved every P&L cycle at AZ Gems
Answers
Ask about your numbers in plain words and see where every answer came from.
- 32%fewer stockouts per quarter at AZ Gems
Reports and dashboards
Briefs, decks and dashboards built from live data and saved where your team works.
- 22%less inventory loss at Sandhya Aqua
Monitoring
Alerts on the numbers that matter, early enough to act on them.
- Days to minuteslead follow-up at TechworksTalent
Automations
Recurring work runs on a schedule, and a person approves what goes out.
Talk to the team
Tell us what your team spends too much time on. We’ll show you what Persona AI would take off its plate, using your own tools.
- Headquarters
- 150 Preston Executive Drive
Suite 201, Cary, NC 27513 - info@ideaboxai.com
- Follow IdeaBoxAI