🏢 Helix for Business

AI Built for
Your Industry.

Privian isn't a generic AI assistant. It's a private intelligence layer built around how your industry handles data, clients, and compliance — running entirely on your own hardware.

We See You

You didn't start a business
to drown in busywork.

Small business owners lose over 3 hours every day to tasks AI can handle in seconds. Here's what Helix takes off your plate — privately, on your own hardware.

😤

"I need another person, but I can't afford to hire."

Helix handles the work of a full-time admin — scheduling, documents, follow-ups, data entry — for the cost of a single device, not a salary.

😰

"I'm scared to put client data into ChatGPT."

Nothing leaves your office. Helix runs entirely on your hardware. No cloud. No subscription feeding your data to someone else's model.

"Half my day disappears into emails and paperwork."

Helix drafts replies, summarises threads, and routes tasks automatically. Your mornings are yours again — spend them on the work that actually moves the needle.

🤯

"These AI tools need a tech team just to use them."

Set it up once, and Helix works like a trained assistant who already knows your business. No prompts to engineer. No IT degree required.

😓

"How do I compete with companies 10× my size?"

Enterprise-grade AI, built for your size. The same intelligence Fortune 500s pay millions for — privately running on a box in your own office.

🔁

"Everything stops the moment I step away."

Helix keeps your workflows moving whether you're with a client, on the road, or off the clock. You stop being the bottleneck.

3+ hrs
Admin time saved daily
$0
Monthly cloud fees
100%
Data stays with you
Employee Personas

Every employee. Their own AI. Their own roles.

👤
Jordan Smith
Business Owner · Helix Admin
Full Access
🛡️
Jordan's Helix AI
Owner AI · Governs all personas & policies
M
Marcus
Sales Manager
🤖
Marcus's AI
Sales · 3 personas
📈
Sales Pipeline
CRM · deals · forecasting
Active
🤝
Account Mgmt
Key accounts · renewals
→ Mktg
📊
Leadership
Strategy · board reports
Private
Add Persona
P
Priya
Marketing Lead
🤖
Priya's AI
Marketing · 3 personas
📣
Campaigns
Ads · emails · launches
Active
✍️
Content & Brand
Blog · social · case studies
→ Sales
🎯
Analytics
Traffic · attribution · spend
→ Finance
Add Persona
S
Sam
Finance Manager
🤖
Sam's AI
Finance · 3 personas
💰
Budget & Finance
P&L · forecasts · variance
Active
📋
Vendor Mgmt
Contracts · renewals · spend
→ Ops
📑
Exec Reporting
Board packs · KPI dashboards
Private
Add Persona
⚙️

You set the rules. Helix enforces them.

Every persona shares only what your policy allows — no more, no less. Finance can see the Sales forecast because you said so. Marketing can read win themes because you defined it. Nothing flows between personas by accident.

Policy
Driven
Zero
Accidents
Business Personas

One AI. Every department.
Governed by you.

Helix personas don't work in silos — they share what they should, when they should. Sales keeps Finance in sync. Marketing feeds Sales. Every connection runs on your policies, not chance.

📈 Sales Persona
🛡️
Privian AI
Sales Persona · Local inference
ON-DEVICE
Catch me up on the Garcia account before my 2pm.
Last contact Tuesday. $12K proposal open — onboarding timeline is their sticking point. Brief ready. Finance has been updated with the projected close per your policy.
✅ Finance notified · policy governed
What's our pipeline looking like this month?
14 active deals, $340K weighted. Two stalled over 3 weeks — I've flagged them in the Finance forecast automatically. Want me to draft re-engagement emails for both?
📣 Marketing Persona
🛡️
Privian AI
Marketing Persona · Local inference
ON-DEVICE
How did this week's campaign perform?
Email open rate 34% — up 8 points. Tuesday's post drove 41% of site traffic. Top performers synced to Sales dashboard per your settings.
📋 Shared with Sales · read access
Draft subject lines for the next send.
5 options ranked by predicted open rate. I pulled win themes from Sales data your policy allows — top pick: "The one thing your team keeps asking us." Want me to A/B test the top two?
💰 Finance Persona
🛡️
Privian AI
Finance Persona · Local inference
ON-DEVICE
Are we on budget this quarter?
94% of budget through 78% of the quarter. Travel is $4,200 over. Sales forecast shows $340K weighted — pulling that in per your policy puts Q close on track if two deals land.
📋 Sales forecast included · per policy
Which vendors are renewing?
Zendesk at $1,200/mo and a design tool at $840/yr — neither used this quarter. I've surfaced them in the shared ops view so department heads can weigh in before you decide.
Industry Verticals

Helix knows your industry.

Every vertical gets a purpose-built AI workflow — the same private, local engine configured precisely for how your sector handles data, clients, and compliance.

🏘️
Available

Real Estate Agency

AI that qualifies leads, matches buyers to listings, drafts property briefs, and manages follow-up — privately, on your hardware. No client data ever leaves your office.

Lead qualification & automated scoring
Property brief & listing generation
Client communications & follow-up
⚖️
Available

Law Office

Document privilege review, automatic PII redaction, case matter organisation, and client drafting — all within attorney-client privilege walls. Nothing leaves the firm.

Document privilege review & flagging
Automatic PII redaction before sharing
Matter intake & case file organisation
🔧
Coming Soon

Service Trades

AI dispatch and scheduling for HVAC, plumbing, electrical, and landscaping businesses. Smart job routing, emergency prioritisation, and automatic invoicing.

AI job dispatch & technician routing
Emergency vs. standard job prioritisation
Automated estimates & invoice generation
🏥
Roadmap

Medical Practice

HIPAA-ready local AI for patient intake, appointment management, clinical note summarisation, and referral tracking — zero cloud exposure for patient data.

HIPAA-compliant local data handling
Patient intake & appointment automation
Clinical note summarisation
🏪
Roadmap

Retail & E-Commerce

Inventory intelligence, customer behaviour analysis, and personalised recommendations — without sending your customer data to third-party AI platforms.

Private customer analytics & insights
Inventory demand forecasting
Support ticket triage & automation
💹
Roadmap

Financial Services

Private financial analysis, document review, compliance checks, and client reporting — with full audit trails, never leaving your office network.

Private financial document review
Compliance checklist automation
Client report & proposal generation
How It Works

Your business logic,
automated.

Helix doesn't just answer questions — it runs your workflows. Select an industry to see exactly how.

🏘️ Real Estate Agency Lead-to-Close Automation
New Lead AI Qualifies score & rank Hot Lead? YES NO Assign Agent best match Property Brief AI generated Deal Pipeline ✓ Auto Nurture drip sequence
Main Flow
YES Path
Decision
Start / End
MCP Tool Routing

Every tool. Governed access.

Helix connects your team to internal data, local files, and cloud business tools through its MCP Router — every request is policy-checked, persona-scoped, and logged before any tool executes.

LOCAL RESOURCES CLOUD SERVICES 📁 Local Files Docs, PDFs & Assets 📧 Email & Calendar Inbox, Events, Tasks 🗄️ Internal CRM Contacts & Deals 📊 Spreadsheets Reports & Analytics 🛡️ Helix MCP ROUTER 🔒 OPA Policy Engine 👤 Persona Scoped 📋 Immutable Audit Log 🌐 Zero Data Egress GOVERNED ROUTING ☁️ Salesforce CRM & Pipeline 💬 Slack Team Messaging 📋 Jira Issues & Projects 💰 QuickBooks Finance & Invoicing
Platform Foundation

Enterprise-grade platform.
Built into every deployment.

The same production-grade infrastructure that enterprises demand — auth, access control, and full observability — available in every Helix Business deployment, at no extra cost.

🔐

Auth & SSO

Your team signs in with the accounts they already have. Helix connects to your IdP — no separate password database, no new credentials to manage.

SAML 2.0 / OIDC single sign-on
Google Workspace, Microsoft 365, Okta
LDAP / Active Directory sync
MFA enforcement (TOTP + hardware keys)
🎭

Platform-Native RBAC

Define who sees what — down to the persona and the individual tool call. OPA enforces your access rules at every layer, with a full audit trail on every permission change.

Role hierarchy: Owner → Admin → Team → User
Resource-scoped permissions per persona
OPA policy enforcement on every action
Immutable permission change audit trail
📊

Monitoring & Audit Logs

Every query, every AI decision, every policy event — logged and exportable. When a client asks "what did the AI do with our data?", you have a complete, immutable answer.

Prometheus + Grafana platform health
Immutable governance audit log
SIEM export (Splunk, Elastic, Datadog)
Alerting + incident runbooks built-in
Get Started

Your business.
Your AI.
Your rules.

Helix runs on your hardware, learns your workflows, and never shares a byte with the cloud. Set it up once and get back to running your business.

🔒
No cloud, ever
🛠️
No IT team needed
💳
No monthly fees