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How does BackEngine work?

01

It connects to where your data already lives

BackEngine plugs into the systems you already use: CRM, call recordings, email, Slack, support tickets, product usage. No migration, no new workflow.

CRM
Call recordings
Email
Slack
Support tickets
Product usage
BackEngine
One connection
02

It joins everything into one place

BackEngine then processes every data point, categorizing it and connecting it to everything related. So when you ask a question, your AI isn't scrambling through thousands of records on the spot. The work is already done.

Calls
Emails
Account
Acme Corp
Tickets
CRM record
03

It gives your AI many ways to find the exact context it needs

The same data, organized along every dimension that matters, so your AI can pull exactly the context it needs, not just whatever happens to match a keyword.

By speaker
"What did their CFO push back on?"
By topic
"Every mention of pricing"
By urgency
"What needs attention today?"
By account health
"Which accounts are slipping?"
04

Your team uses it with one command inside the AI they already use

Someone types /backengine, asks a normal question, and gets a real answer.

Claude
/backengine Which enterprise accounts are at risk this quarter?
B
Three accounts show risk signals. Acme has two unresolved tickets and a flat renewal call. Northwind went quiet for three weeks. Globex pushed back on pricing.
Sources CRMCallsEmailTickets
05

People only see what they're allowed to see

Permissions control what gets pulled in and who sees it. Set once, enforced everywhere.

Account repOwn accounts
Acme Corp
Northwind
Globex — other team
Initech — other team
VP of SalesAll accounts
Acme Corp
Northwind
Globex
Initech
06

Same question, same answer.

Your AI doesn't sample and guess. BackEngine hands it the same organized context every time, so everyone on the team gets the same answer.

The short version

Your customer data is scattered across five systems. BackEngine joins it, permissions it, and gives your AI the tools and definitions to do real work with it.

See it on your own data. Talk to us