How it works
An agentic analyst, grounded in your own numbers.
- 01
Reads everything you sell with
Every metric, lead, call, score, payment, subscription, Meta object and creative analysis, plus live CRM, ads, calendar, Stripe, Fathom, Zoom, Typeform and Instantly data.
- 02
Writes and runs its own analysis
Helios writes the analysis and runs it in a sandbox against the semantic metric layer, the same KPI engine and plain-English glossary behind every dashboard. Long analyses run without time limits.
- 03
Checks the numbers, then answers
It checks its results before it replies, then answers with charts or files, or saves the work as a PDF report you can share.
What Helios does
From a question to the next move.
Helios works across attribution, creatives, calls and revenue, so it can answer the questions that cut across all of them.
Breakdowns
By channel, campaign, ad, closer and time.
Sales coaching
Coaching for each closer, from their own calls.
Creative reports
Creative reports and bottleneck detection.
Scripts
New scripts written from your winning ads.
Funnel audits
Funnel and nurture audits that find the leaks.
Data clean-up
Duplicates and gaps found and proposed for fixing.
Paid-ads playbooks
Playbooks built from what your account shows.
Saved reports
Analyses saved as PDF reports.
Scheduled automations
Recurring reports that cost no AI per run.
On-brand creative
Image and video generation with your own keys.
Human-in-the-loop
Helios proposes. A person approves.
Helios can propose changes to leads, your CRM, metrics, Smart Links and goals. Nothing changes until someone on your team approves it.
- Lead changes, like merging duplicates.
- CRM changes, like moving leads to a stage.
- New metrics, Smart Links and goals.
Where it works
Ask wherever your team already works.
In the GoFunnel app
Ask next to the dashboards, leads and calls you are already looking at.
In Slack and Discord
Ask in the channel where your team already talks about the numbers.
Through MCP
Claude, ChatGPT or Cursor can query your GoFunnel workspace, read-only.
On a schedule
Automations deliver the same report every week without a new AI run.
Questions teams ask
Start with the question you would ask your best analyst.
- Which campaigns brought in buyers with the highest 90-day LTV?
- Why did show rate drop last week, and which closers did it hit?
- Which objections cost us the most closes this month?
- Write three new hooks based on our top-ranked creatives.
- Audit our no-show nurture and show me where leads drop off.
- Find duplicate leads from last month's webinar and propose fixes.
- Build a paid-ads playbook for next quarter from what worked.
- Send me cash by campaign as a PDF every Monday.
What Helios can read
- Metrics
- Leads
- Calls and scores
- Payments and subscriptions
- Meta objects
- Creative analysis
- Live CRM data
- Ads
- Calendars
- Stripe
- Fathom
- Zoom
- Typeform
- Instantly
Book a demo
See your funnel joined end to end.
Book a demo and we will walk through how GoFunnel would track, resolve and attribute your own funnel, from the first ad impression to cash collected.