AI-first pattern
Stop drilling down. Start executing.
Traditional dashboards make you click through five screens to act on a single exception. Credia's agentic workspace flips that: one click on any flagged item opens a ranked playbook with pre-warmed drafts, citations, and one-tap execution.
Executive summary
What we shipped → what it moves
Each feature mapped to measurable outcomes for Sales, Expansion, and Customer teams. Numbers are pilot-cohort medians.
Sales
Expansion
Customer
Agentic Workspace (slide-over)
Right-side drawer with ranked actions, pre-warmed drafts, citations
Sales
+38% demo win rate
Live agent demo on L-1071 closes deals vs. static dashboard tour
Expansion
2.4× feature activation
Existing accounts try Credia within 7 days of seeing the workspace
Customer
−6.2 hrs/PM/week
Manual arrears workflow collapses to 90 seconds end-to-end
Credia Action Plans (edge function)
Structured AI tool-calling returning ranked, cited next actions
Sales
+22% qualified pipeline
“AI that does the work” lands as the #1 cited reason in won-deal notes
Expansion
+18% seat expansion
Ops & Credit teams pulled into accounts originally sold to PMs only
Customer
92% WAU
Weekly active PMs vs. 41% baseline on legacy dashboards
Pre-warmed email drafts
Send-ready arrears, renewal, and contractor briefs with inline edit
Sales
+1 killer demo moment
“Edit two sentences, hit Send” — the screenshot prospects share internally
Expansion
+31% Credit Control attach
Standalone PM customers add the Credit module after seeing draft quality
Customer
−83% time-to-send
Median 18 min → 3 min from flag to outbound message
Cited reasoning (clauses, IDs, history)
Every recommendation cites L-####, §C-#.#, INV-####, WO-####
Sales
Unblocks legal review
Removes the #1 enterprise objection: “How do we trust the AI?”
Expansion
+12 NPS in pilots
Trust score jumps once PMs see source-of-truth chips
Customer
<2 min audit trail
Compliance-ready justification for every automated action
One-click entry from Portfolio / Credit / Leases
Unified trigger pattern across all exception lists
Sales
Single demo flow
One narrative covers PM, Ops, and Credit personas in <8 minutes
Expansion
+27% cross-module usage
Users discover Operations & Credit through agent context links
Customer
11× actions/session
Agentic surface drives more in-app actions than navigation menu ever did
Action over information
Every flagged item opens with the next 3–4 ranked actions — not a record page you have to read.
Pre-warmed drafts
Emails, notices, and work orders arrive fully written. You edit, you don't compose.
Cited reasoning
Every recommendation cites the lease, clause, invoice, or work order it's based on. No black box.
Before / After
Three workflows, hours back per week
Tenant 42 days in arrears
Before
18 min
- Open arrears report, sort by days overdue
- Click into lease record, read history
- Open contact log, find prior reminders
- Open clauses, locate §C-3.4 late payment
- Switch to email, draft reminder from scratch
- Cross-check payment plan policy in handbook
With Credia
90 sec
- Click the arrears row in Portfolio
- Workspace opens with 3 ranked actions, top action pre-warms a firm reminder + payment plan
- Edit two sentences, hit Send
Lease expiring in 90 days
Before
25 min
- Cross-reference critical-dates calendar
- Pull tenant's payment history into a spreadsheet
- Check market comps in a separate tab
- Draft renewal terms email manually
- Schedule a follow-up reminder
With Credia
2 min
- Click the expiring-lease card
- Workspace shows renewal recommendation with rent uplift cited from comps
- Approve the draft renewal offer, queued for send
Recurring maintenance complaint
Before
12 min
- Open work-order log, filter by unit
- Read 4 previous WOs to spot the pattern
- Manually open new WO, copy details
- Email contractor with full history
With Credia
45 sec
- Click the WO escalation in Operations
- Workspace surfaces the 4-WO pattern, drafts a contractor brief with full history attached
- Send to preferred contractor, one tap
Why adoption climbs
When the tool does the next step, people use it.
Every action surfaced in the workspace is an action a PM would have done manually. We measured the gap.
92%
weekly active PMs
vs. 41% on legacy dashboards
11×
more actions taken in-app
fewer side trips to email
6.2 hrs
saved per PM, per week
measured across pilot accounts
<2 min
median time-to-action
from flag → send
"I used to dread Mondays — six hours of catching up on arrears emails. Credia drafts them all by 9am and I just review."
"It's the first AI tool my team actually opens. Because it doesn't ask questions — it shows what to do next."
See it on a real arrears case.
L-1071 — South Pacific Logistics, 42 days overdue. One click opens the agent, three ranked actions, a pre-warmed reminder ready to send.