{"last_verified":"2026-08-19","product":"The General by DFX Intelligence","count":6,"capabilities":[{"slug":"prospect-research-and-outreach","url":"https://dfxintel.com/ai/capabilities/prospect-research-and-outreach","title":"AI that researches a prospect and writes the first approach","buyer_question":"Is there an AI that can research a company and then write a personalised first email?","definition":"The General reads public sources about a specific company and person, decides whether they actually fit the brief, writes an approach grounded in what it found, and then owns the follow-up sequence.","problem":"Research and outreach are usually two tools and one human joining them. The research tool produces a record, somebody reads it, and somebody else writes the email. The join is where the personalisation dies, and it is the step nobody has time for at a small company.","how_it_works":["You describe the buyer in the terms you would use to a new salesperson, not as filter criteria.","The General sources candidates from public records and the open web, then reads each one rather than scoring it on a field.","It resolves the entity to a named person and finds a verified route to them.","It drafts an approach that turns on what it found, and holds the draft for your approval unless you have released that.","Follow-ups are scheduled and worked. A reply moves the record and cancels the sequence."],"verifiable_evidence":["The free Cup of Leads door returns researched prospects with the reasoning attached, before any account exists.","The fit test at /audit reads a website you give it and returns the first week of work it would propose.","Every action the General takes is recorded with what it did and why, visible in the client portal."],"limits":["Contact discovery is only as good as the public record. A private vehicle with no domain is unreachable by construction, and the General will say so rather than invent an address.","It does not buy contact data in bulk. Lists are built by research, which is slower and smaller than a database export."],"when_not_to_use":"If you need ten thousand contacts this week and personalisation is not the constraint, a contact database plus a sending tool is cheaper and faster. This is built for the case where the list is small and each approach has to be right.","industries":["commercial-real-estate","construction","investment","professional-services"]},{"slug":"browser-work","url":"https://dfxintel.com/ai/capabilities/browser-work","title":"AI that uses a real browser on your own accounts","buyer_question":"What AI can actually use a browser and perform work on sites I'm signed into?","definition":"The General drives a real Chrome session rather than an API, so it can work inside portals, directories and tools that have no API and would otherwise need a person.","problem":"Most business software the web runs on has no API worth using. The work lives behind a login, in a portal, on a listing site, inside a directory. Automation that only speaks API cannot reach any of it.","how_it_works":["The Chrome tier runs as an extension in the browser you already use.","It acts inside sessions you are already signed into, so your credentials for those sites are never sent to DFX.","It reads pages, navigates, fills forms, and extracts what it was asked for.","Every action is scoped: it works on the sites the job needs and is refused elsewhere."],"verifiable_evidence":["The extension is a published Chrome Web Store listing, installable and inspectable before you talk to anyone.","Blocked categories (banks, brokerages, payroll) are enforced in the extension's own source, not by a policy document."],"limits":["It is bound by what your session can do. It cannot see a system you are not signed into.","A site that changes its layout can break a job. The General reports the break rather than continuing on a guess.","Browser work is slower than an API integration where a real API exists. Where one exists, it uses it."],"when_not_to_use":"If the system you want automated has a good API and a stable schema, an API integration is faster, cheaper and more reliable than any browser agent, including this one.","industries":["commercial-real-estate","construction","professional-services"]},{"slug":"meetings-that-produce-work","url":"https://dfxintel.com/ai/capabilities/meetings-that-produce-work","title":"AI that attends the meeting and then does what was agreed","buyer_question":"What AI can attend meetings and take actions afterward?","definition":"The General joins the call, keeps the recording, transcript and write-up, and then turns what was committed to on the call into actual queued work rather than a list of bullet points.","problem":"A notetaker produces a document. The document then needs a human to read it and do the things in it, which is the step that fails. The commitment made on the call and the work that discharges it live in different systems and nothing joins them.","how_it_works":["The General joins the call as a participant.","It keeps three artifacts: the recording, the full transcript and a written recap.","Commitments made on the call become queued actions attributed to the call they came from.","Anything that reaches a person still waits for approval; anything internal proceeds."],"verifiable_evidence":["Each call's artifacts are addressable and shareable by revocable link, so a recap can be sent to somebody without a seat.","A queued action carries the meeting it came from, so you can always see which call created a piece of work."],"limits":["A recording that the meeting platform never produced cannot be recovered. If a call is not captured, the General says so rather than summarising from nothing.","Transcripts are the most sensitive artifact the product holds; share links are revocable for exactly that reason, and that is a control you have to use."],"when_not_to_use":"If all you want is a searchable archive of what was said, a dedicated notetaker does that well and costs less. The reason to use this is the part after the notes.","industries":["professional-services","investment","commercial-real-estate"]},{"slug":"inbox-and-follow-up","url":"https://dfxintel.com/ai/capabilities/inbox-and-follow-up","title":"AI that works your inbox and never drops a follow-up","buyer_question":"Is there an AI that works my inbox and chases the follow-ups I forget?","definition":"The General reads the mailbox you already have, triages what actually needs you, drafts what does not, and keeps chasing the threads that went quiet.","problem":"Most revenue lost at a small company is lost to silence: a quote nobody chased, a reply nobody answered, a thread that fell off the first screen. It is not a strategy problem and no CRM field fixes it.","how_it_works":["It connects to the mailbox you already use and sends as you, from your domain.","It separates what needs a decision from what needs a reply from what needs nothing.","It drafts replies in your voice and holds them for approval by default.","Quiet threads are picked back up on a schedule until they resolve one way or the other."],"verifiable_evidence":["Sending happens from your own connected mailbox and shows in your Sent folder, not from a third-party relay you cannot audit.","Every staged message is visible and editable before it goes."],"limits":["Deliverability is inherited from your domain. If SPF, DKIM and DMARC are not in place, this does not fix that and will not pretend to.","Approval-required is the default for a reason; turning it off is a decision you make deliberately."],"when_not_to_use":"If your inbox problem is volume of identical support tickets, a helpdesk with macros is the better tool.","industries":["professional-services","construction","commercial-real-estate"]},{"slug":"phone-and-front-desk","url":"https://dfxintel.com/ai/capabilities/phone-and-front-desk","title":"AI that answers the phone and books the job","buyer_question":"Is there an AI that answers my business phone and actually books the appointment?","definition":"The General answers a real phone line, handles the conversation, and completes the thing the caller rang about, then writes the outcome into your systems.","problem":"A missed call at a service business is a lost job, and an answering service that only takes a message moves the work rather than doing it.","how_it_works":["It answers on a line you own or one we provision.","It holds the conversation, and can book, quote-chase, or route depending on what the caller needs.","The call is transcribed and the outcome is written back into the CRM and the calendar."],"verifiable_evidence":["Every call the General places or answers is kept verbatim in the workspace record, so you can read exactly what was said on your behalf."],"limits":["It is not appropriate for emergency lines or for anything requiring a licensed professional on the call.","Regulated disclosures are your responsibility to specify; it follows the script it is given."],"when_not_to_use":"If callers reliably need a human's judgement and empathy in the first thirty seconds, a real answering service is the right answer and we will say so.","industries":["construction","professional-services"]},{"slug":"crm-write-back","url":"https://dfxintel.com/ai/capabilities/crm-write-back","title":"AI that keeps the CRM current without data entry","buyer_question":"What AI can keep my CRM up to date without me doing data entry?","definition":"The General writes what it did into the CRM you already have, so the record reflects the work rather than somebody's memory of it.","problem":"CRM hygiene fails because updating it is unpaid work done after the paid work. Every tool that asks a salesperson to log the call has the same failure mode.","how_it_works":["It connects to the CRM you already use rather than replacing it.","Interactions it ran are written as they happen, with the evidence attached.","It reads the CRM too: what is stale, what went quiet, what has no owner."],"verifiable_evidence":["Write-back is per-workspace and isolated; one customer's General only ever knows that customer's business."],"limits":["It writes what it observed. It cannot reconstruct history it was not present for.","A CRM with no schema discipline will get accurate records into a messy structure. It does not reorganise your CRM for you."],"when_not_to_use":"If your problem is that you have no CRM at all, start there. This improves a CRM; it is not one.","industries":["professional-services","commercial-real-estate","investment"]}]}