EDOS AI assistant
Get instant answers about your portfolio
Ask simple questions and get instant answers from your secure data. Generate reports, find contacts, summarize projects — all through conversational AI.
Ask
Ask simple questions, get instant answers
Type a question like “How many active projects are in the manufacturing sector?” and get an instant, accurate answer pulled from your live data. No query language, no report builder — just ask.
- Natural language question interface
- Answers from live project and contact data
- Source citations for every answer
- Follow-up questions for deeper exploration
- Conversation history for reference
12
Projects Completed
340
Jobs Created
$18.5M
Investment
Executive Summary
Generated in 8 seconds
Generate
Create reports and summaries with a single prompt
Ask the AI to generate board reports, project summaries, or contact briefings. Reports pull from live data and can be exported to PDF, PowerPoint, or Word instantly.
- One-prompt report generation
- Board-ready formatting and layout
- Export to PDF, PowerPoint, and Word
- Customizable report templates
- Data freshness guaranteed from live sources
Automate
Let AI handle routine tasks and notifications
Set up AI-powered automations for common tasks—weekly pipeline summaries, stale lead alerts, milestone reminders, and status updates. The AI assistant works in the background so your team can focus on high-value work.
- Scheduled AI-generated summaries
- Stale relationship and lead alerts
- Automatic milestone status updates
- Smart task suggestions based on activity
Weekly Pipeline Summary
Runs every Monday at 9 AM
Stale Lead Alerts
Checks daily for 30+ day inactivity
Milestone Reminders
5 days before deadline
Board Report Draft
First of each month
Project Data
1,247 projects
Contact Records
3,892 contacts
Program Guidelines
48 documents
Historical Reports
156 reports
Last sync: 2 minutes ago
Learn
AI that understands your organization's context
The AI assistant learns from your projects, contacts, programs, and documents. It understands your terminology, program types, and organizational structure—so answers are always relevant and accurate.
- Indexes all project and contact data
- Understands program-specific terminology
- Learns organizational structure and roles
- Improves accuracy with usage over time
- Secure — your data never leaves the platform
Data privacy
Your data stays yours — always
The AI assistant processes queries against your organization's data without sending it to external services. All processing happens within Incenti's secure infrastructure with the same encryption and access controls as every other feature.
- No data shared with external AI services
- Processing within Incenti’s secure infrastructure
- Same encryption as all platform data
- Role-based access controls on AI queries
Data Privacy Controls
Data Processing
US-based infrastructure only
Encryption
AES-256 at rest, TLS 1.3 in transit
Access Control
Role-based query permissions
Security & Compliance
Data Encryption
AES-256 at rest, TLS 1.3 in transit
Audit Trails
Every action logged with timestamp and user
Role-Based Access
Granular permissions by team and agency
FOIA Ready
Aligned with state retention policy
Data Sovereignty
Export your data for audits
Data Residency
US-based data storage and processing
Security & compliance
Built for government-grade security
Economic development organizations handle sensitive business data. Incenti provides enterprise-grade encryption, complete audit trails, and role-based access controls—meeting the requirements of state and federal programs.
- End-to-end encryption for all data at rest and in transit
- Complete audit trails for every action and decision
- Role-based access controls across teams and agencies
- FOIA-ready data export and retention policies
“Our leadership team used to wait days for data requests. Now they just ask the AI assistant and get answers in seconds. It's completely changed how we make decisions — everything is faster, more informed, and backed by real data.”
Ready to get started?
See how EDOS AI Assistant fits your organization, or talk with our team about your specific needs.