Alpheous

Alpheous

Alpheous, Inc.
Thread Pilot

Thread Pilot

Switch Labs
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About

Alpheous is an on-premises AI platform for asset managers and distribution teams serving financial advisors. Its coordinated agents monitor advisor, product, territory and regulatory signals; rank advisor-product fit; prepare meeting briefs; draft follow-ups; and support research and compliance review. Work is organized across targeting, outreach, compliance and research, with outputs routed to staff for review. Users can approve, edit or reject external communications; Alpheous states that nothing is sent to an advisor without human approval. The product runs on a single-tenant appliance installed within the firm’s network and is managed by the vendor. It connects with systems and data sources including HubSpot, Slack, Gmail, Google Calendar, Broadridge and FINTRX. Firms configure it for their products, data, processes and compliance requirements.

About

Thread Pilot is an AI Gmail follow-up assistant that finds sent email threads without replies and creates context-aware follow-up drafts for the user to review before sending. It runs on a daily schedule or on demand, supports configurable lookback periods, filters spam and newsletters, labels drafts for review, avoids duplicates, and lets users customize follow-up templates. Thread Pilot operates through Google Apps Script and the Gmail API, creates drafts directly in Gmail, and offers advanced-plan support for multiple Gmail accounts and analytics.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Not Supported
On-Premises Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Asset managers, fund distribution teams and wholesalers that sell through financial advisors, RIAs and broker-dealers

Audience

Sales professionals, recruiters, founders, consultants, business development teams, customer success teams, and Gmail users who need reliable follow-up tracking and draft assistance.

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

No images available

Screenshots and Videos

No images available

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$3.99/month
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Alpheous, Inc.
Founded: 2024
United States
www.alpheous.com

Company Information

Switch Labs
Founded: 2024
United States
www.switchlabs.dev/thread-pilot-for-gmail

Alternatives

Bancroft

Bancroft

Bancroft Sysyems

Alternatives

Categories

AI Sales Agents Supported

Categories

AI Email Writers Supported

Integrations

Gmail Supported
FINTRX Platform Supported
Fireflies.ai Supported
Google Calendar Supported
HubSpot CRM Supported
Notion Supported
Slack Supported

Integrations

Gmail Supported
FINTRX Platform Not Supported
Fireflies.ai Not Supported
Google Calendar Not Supported
HubSpot CRM Not Supported
Notion Not Supported
Slack Not Supported
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Claim Alpheous and update features and information
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