Updated 2026-06-19
What is SmixAI?
SmixAI connects to your business systems, finds waste and risk, recommends fixes, and measures the savings.
Overview
SmixAI is the AI Operating System for your organization. It securely connects to the systems you already use (starting with Salesforce), reads their configuration and usage (not your customer data), and shows you where money, time, and risk are hiding — then helps you fix it and proves the value.
The whole product follows one loop:
Connect → Scan → Discover → Recommend → Act → Measure.
- Connect a system (e.g. your Salesforce org).
- Scan it to inventory every object and configuration component.
- Discover inefficiencies, cost-recovery opportunities, and risks — each finding backed by evidence.
- Recommend a concrete fix for each finding, with an estimated ROI.
- Act — accept a recommendation and deploy a fix to the right runtime.
- Measure the value captured over time on your dashboard.
Key concepts
- Finding — a discovered inefficiency or risk (e.g. "12 unused user licenses").
- Recommendation — the suggested fix for a finding, with an estimated dollar value.
- Agent — an automated fix that SmixAI can deploy on your behalf.
- Org health — an A–F grade summarizing your open findings by severity.
See the full Glossary for every term.
Why it matters
- Understand before you automate. SmixAI shows what's worth fixing before you spend effort automating it.
- Defensible numbers. Every ROI figure traces back to real counts (unused seats, storage, dormant users) times a transparent, configurable assumption — never a guess.
- One place to act. Findings, fixes, and the value you've captured all live in one dashboard.
What's live today
SmixAI is in active development. This help center documents what works now and clearly marks anything still in preview.
| Area | Status |
|---|---|
| Salesforce connector (scan + discovery) | Live |
| Other connectors (GitHub, Slack, Google, M365, ERP, database) | Preview / planned |
| Discovery findings, recommendations & ROI | Live |
| Agent routing & tracking | Live |
| Agent execution inside runtimes | Preview |
| Demo data (explore without connecting) | Live |
| Self-serve billing | Coming soon |
Use cases
- A new customer connects Salesforce on day one and immediately sees tens of thousands of dollars in annual opportunity (unused seats, dormant users, storage at its limit).
- An IT leader uses the org health grade and captured-value total in a quarterly review to show the platform paying for itself.
- An evaluator loads demo data to explore the entire product without connecting a real system.
Next steps
- Follow the Quickstart to get value in your first session.
- Skim Key concepts to learn the vocabulary.