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abi. Launch

Your springboard for a new offering: who to sell it to, how to position and price it, and a 90-day plan to launch it, from your answers and live market research.

Part of abi. Pro (one plan a month) and abi. Max (three a month). Each run is one plan, a new service or a new company.

← abi. Launch

abi. Launch: a new company or product

Your launch blueprint: define the launch, land your first customers.

Pipeline ?
—
—
ICP Win Rate ?
—
—
CAC ?
—
—
MRR ?
—
—
GTM Health Score ?
—
—
—
ICP Alignment
—
Pipeline Velocity
—
Rev. Efficiency
—
Mktg Quality
—
Growth Momentum
—
✦ This week's AI signal
Your first GTM signal will appear here after your data is connected and your first weekly report runs.
Priority Actions
—
Actions from your abi. Launch report will appear here.
GTM Health Score: Trend
● Health Score ● ICP Win Rate
← abi. Launch

abi. Launch: a new service

Live market intelligence and AI, turned into the go-to-market strategy for your new service: ICP, positioning, a 90-day roadmap and the next steps worth taking.

Total Pipeline
—
—
ICP Deals
—
—
Deal Count
—
open deals
Avg Velocity
—
days avg
Stale Deals
—
>14 days no activity
Pipeline by Stage
Connect your CRM to see stage breakdown.
ICP vs Non-ICP
Recent Deals
DealStageValueMethod ScoreDays OpenStatus
Connect your CRM to see deals.
MRR ?
—
—
ARR Run Rate ?
—
—
Churn Rate ?
—
—
ARPU ?
—
—
MRR Trend
New vs Expansion vs Churn
Revenue vs 90-Day Target ?
90-day target—
MRR Forecast: 8 Weeks PRO ?
Linear regression · 12 weeks of data
—
Current MRR
—
Forecast 4w
—
Forecast 8w
—
Weekly Growth
avg rate
Top Customers by MRR
CustomerMRRARRStatus
Connect Stripe to see customer revenue data.
Sessions ?
—
—
Total Leads ?
—
—
ICP-Fit Leads ?
—
—
Lead Conversion ?
—
—
Traffic by Source
Channel Performance
ChannelSessionsNew UsersBounceAvg TimeShare
Connect GA4 to see channel data.
Lead Volume & ICP Quality: 8 Weeks
Coming Soon

Social Media Lead Gen

abi. will monitor X and Reddit for conversations and topics relevant to your market, surfacing threads worth joining, with AI-suggested talking points: instead of relying on inbound alone.

This Week's Notes PRO
Private · not shared with anyone
✓ Saved

No weekly report yet

Connect your CRM, Stripe or Google Analytics and abi. writes your first GTM health score and analysis straight away. After that, a new one every Monday morning.

Coming Soon

Ongoing Competitive Insight

Instead of a one-off market snapshot, abi. will keep a live, weekly-refreshed read on what your named competitors are actually doing: pricing changes, launches, positioning shifts, right here in your insight feed.

Your profile
Appearance
Integrations
ICP Definition
Billing
Usage & credits
Your Launch plan
abi. Clone
Business Profile
Security
What's new
Integrations
—
CRM
HubSpot
+ Connect →
Salesforce PRO
+ Connect →
Pipedrive
+ Connect →
PSA / MSP PRO

Pull ticket volumes, client MRR, SLA health, and renewal dates into abi. for a complete GTM picture.

Autotask
+ Connect →
ConnectWise
+ Connect →
Halo PSA
+ Connect →
Revenue & Analytics
Stripe
+ Connect →
Google Analytics
+ Connect →
Marketing
Mailchimp PRO
+ Connect →
Alerts PRO

Weekly insight summaries are posted automatically to whichever channels you configure below. You can connect both.

Slack Incoming Webhook

How to create a Slack webhook ↗

Microsoft Teams Incoming Webhook

Teams → channel → Manage channel → Connectors → Incoming Webhook → Configure.  Setup guide ↗

Choose Your Framework

Scores are generated weekly by Claude AI using your HubSpot deal data. You can request an on-demand re-score at any time: it typically takes 60–90 seconds.

Deal Scores: BANT

No scores yet

Connect your CRM (HubSpot, Salesforce or Pipedrive) and request your first deal score. Each deal is scored against your chosen framework, criterion by criterion, with what is missing.

Framework Reference
Coming Soon

Calls straight from Zoom

Today you can drop a call transcript into Call Review (beta) and it is scored against SIGNAL. Next: connect Zoom and every sales call arrives on its own, scored, without anyone uploading anything.

Platform
What everything does
Getting Started
Using abi.
Metrics Explained
AI Insights
Product Guides
GTM Health Scorecard
abi. Launch
SIGNAL
abi. Pro and Max
Revenue, scoring and team
abi. Clone
abi. Capture
abi. Studio
abi. Governance
abi. Polaris
Integrations
All Integrations
Legal
Terms of Service
Support
FAQ

What everything does

Seven things, in one place, in plain terms. Two of them are free and stay free. The rest you only need when the free ones have shown you what is missing.

One account, three places

Everything below runs on the same account and the same map of your business.

The app (here, app.ouridea.ai): the Clone, the Studio, Governance, Launch, SIGNAL, and your settings and billing.
The Directory: every UK automation and IT services company from the public register. Claim your entry and it links to your Clone.
The Cube: 384 squares, one object, one per company. A square is included with abi. Pro and Max, and your page on it shows your Clone.

The short version

OurIdea.ai does two jobs that sound like different companies until somebody puts them side by side. Efficiency is understanding how your business actually runs, which is what abi. Clone is for. Growth is getting revenue moving, which is what abi. Launch, SIGNAL and the abi. dashboard are for. Most people arrive for one and stay for the other, because you cannot automate a process you cannot describe, and there is no point making a broken process faster.

Every feature, what it costs, and where to start

Feature What it is How to use it
abi. Clone
Free, permanently
A 3D map of how your business actually runs: people, systems, processes, and the parties outside your walls. Hide layers to make it readable, play a working week, price the quick wins. Left menu → abi. Clone. Answer the setup questions, or add a role or process yourself. About ten minutes for a first map.
AI interviews
Included with any abi. subscription
Everything Clone does, plus AI-led interviews sent to the people who do the work, document extraction, and a priced business case. Their answers arrive as suggestions you approve or reject. Left menu → abi. Clone → Intake. Add the people, send the links, approve what comes back.
abi. Launch
Included with abi. Pro (one plan a month) and abi. Max (three a month)
The springboard for a new offering, from your answers and live market research. Two kinds of plan: a new service (who to sell it to, how to position it, the next 90 days) and a new company or product (beachhead customers, pricing, launch motion, a first-hundred-customers playbook). Left menu → abi. Launch, then pick the plan. Fill in the form once. The report takes a few minutes and then lives in your account.
SIGNAL
Included with abi. Pro (10 people) and abi. Max (everyone)
A six-stage B2B sales methodology, taught in SIGNAL Academy with scenarios, quizzes and certification. Scan, Investigate, Gap, Narrate, Align, Land and Expand. Left menu → abi. Academy. Work through the modules in order. The certificate is verifiable by QR code.
The dashboard
abi. Pro, £149/month
Pipeline, Revenue, Marketing and AI Insights, drawn from your live tools rather than from a spreadsheet. Weekly AI commentary on what moved and why. Connect HubSpot in Settings → Integrations. Everything else fills itself in from there.
Deal Scoring and Team
abi. Pro and abi. Max
Every open deal scored against SIGNAL, BANT, MEDDIC, MEDDPICC, SPICED or SCOTSMAN, plus close-probability scoring, Stripe and GA4 data, and team seats (10 on Pro, unlimited on Max). Left menu → Deal Scoring. Pick a framework, then re-score on demand.
abi. Capture
Free to run, metered when it names processes
A browser extension that watches which systems you move between while you work, and for how long, so a process can be mapped from what actually happened rather than from memory. It records the system, the page title, timings and any notes you type. Not keystrokes, not screenshots, not page contents. Install the extension, then start a session with a code from abi. Clone → Intake. You start and stop it; nothing is recorded outside a session you began.
abi. Studio
abi. Pro and abi. Max, metered in credits
Takes a process off your map and proposes how to automate it, then draws the automation as lanes you can rearrange. Exports a workflow file for n8n or Make. What you export runs in your systems, under your control, and we do not monitor it. Left menu → abi. Studio, or open a process on the Clone and choose Optimise.
abi. Governance
abi. Pro and abi. Max, in beta
A register of every AI agent on your map: who owns it, its risk tier, the controls it needs, and an EU AI Act screening. Exports as CSV, JSON or print. The screening is a structured self-assessment, not a certification of compliance. Open abi. Clone and choose Governance from the left menu there.
abi. Polaris
Included with abi. Pro and abi. Max
The five questions an owner asks on a Monday, answered from what the platform already holds: where margin is leaking, what you designed and never switched on, which AI agents nobody owns, where the pipeline moved, and what you said you would do. Every figure is counted, not generated, so it costs no credits. Left menu → abi. Polaris. It reads and reports; it changes nothing.

If you are starting today

Build a Clone first. It costs nothing, it takes about ten minutes, and it tells you which of the other things you actually need. If the map shows the work is fine and the problem is that not enough people are buying, that is a growth problem, so go to abi. Launch. If the map shows three people doing the same thing in two systems, that is an efficiency problem, and the answer is in the map you have already built.

What you keep if you never pay

The whole of abi. Clone: building, editing, layers, heatmaps, the working-week playback, exports, hero shots and Present mode, for as long as you want them. Nothing you build is taken away, and nothing is held hostage behind an upgrade prompt. The paid tiers add work we have to pay for on your behalf, which is AI interviews, document extraction and live data from your other tools.

Getting Started

The live side of abi.: connect the tools your pipeline, revenue and marketing already live in, and abi. reads them every Monday and tells you where to focus. This part is in abi. Pro and abi. Max; the Clone needs none of it. Most people are set up in about 15 minutes.

Take the tour

A short guided walkthrough of the app: what every section is, and the order we suggest you work through them. Replay it as often as you like.

Guides you can share

The abi. Clone, Capture, Studio and Polaris guides on this page are also public pages, with no login, at app.ouridea.ai/docs. Same words, generated from this page, so they cannot drift apart. Send one to a client who wants to know what a tool does before they agree to it.

Step 1: Connect your CRM, then Stripe and GA4

abi. reads your pipeline from HubSpot, Salesforce or Pipedrive, your revenue from Stripe and your marketing from Google Analytics 4. Go to Settings → Integrations and connect the ones you use. The steps for each are under Integrations on this page.

  • About two minutes each
  • Read access only: abi. never writes to your CRM or your Stripe account
  • Data refreshes every Monday at 07:00 BST

Step 2: Define your ICP

Your Ideal Customer Profile tells abi. which deals and leads matter most. Go to Settings → ICP Definition and fill in your target company profile. abi. uses it to automatically score every deal in your pipeline.

  • Edit it any time: changes take effect on the next Monday report
  • The more specific your ICP, the more accurate your ICP win rate metric

Step 3: Wait for your first report

Every Monday at 07:00 BST, Claude analyses your week's data and generates a GTM Health Score, a delta report, and 3 priority actions. Your first report appears in the AI Insights tab and arrives in your inbox.

If you sign up mid-week, your first report will arrive the following Monday.

Step 4: Explore the abi. Academy

Open abi. Academy in the menu for SIGNAL: the 6-stage AI-first sales methodology that powers abi.'s deal scoring. Module 1 is free for everyone. All six are part of abi. Pro (for ten people) and abi. Max (for everyone in your organisation).

Using abi.

How to get round the platform: where abi. lives, how to find anything, and where your own settings are.

abi. at the top

abi. sits in the bar at the top of every page. While she is working on something, the bar says what. Click her, or press Cmd K (Ctrl K on Windows) or /, and she opens:

  • Search: type and every page, Settings section and map you own comes up. Arrow keys move, Enter opens, Escape clears and then closes
  • Now: the quick actions for the page you are on (in the Clone: drop documents, add a person, publish a link, present, what she has noticed), plus Connect a tool, What's new and Feedback
  • Connections: every tool you have connected, and any that need you to sign in again. Click one to go to Integrations
  • Alerts: everything abi. has told you since you signed in, newest first. The number on the bar is what you have not read

In the Clone the same box also asks her about the map: type a question and choose Ask.

What she has to say drops just below the bar. If she needs a decision (anything that spends credits or sends something), she asks there first, and Escape always means no. On a phone she is the small pill at the right of the bar and opens as a sheet.

Prefer her in the bottom corner? Settings → Appearance → abi. at the top, switched off. The bell and the Connect button come back to the top bar.

The menu

  • On a computer the menu is a column of icons that opens when you point at it. Settings → Appearance → Compact side menu keeps it open instead
  • At the foot of the menu: your name (click it for Your profile), then the sun or moon to switch between light and dark, then Sign out
  • On a phone, the menu button at the top left opens it; Sign out is the last thing in it

Your profile and your password

Click your name at the foot of the menu, or go to Settings → Your profile.

  • Full name, the name abi. calls you, your role, department and location. Your organisation and OurIdea.ai support can see these; nobody else can
  • Company and industry belong to the account, so only its owner or an admin can change them
  • To change your email, choose Change, type the new address and send the link. Nothing changes until you click the link in that inbox
  • Change your password in Settings → Security: your current password first (or, if you sign in with Google or a link, a code emailed to you), then the new one, which is checked against passwords known to have leaked before it is saved. Two-step login is in the same place

How it looks

  • Settings → Appearance: dark or light, Glass (the room of light behind every page; switch it off for the plain look), the compact menu, and abi. at the top
  • Your organisation's colour: an account owner or admin can give abi. and the room your own brand colour, for everyone in the organisation. Emails and exports stay abi. pink
  • Reduced motion in your computer's settings keeps everything still

Dropping files

Drag documents onto the Clone and abi. reads them into the map (she asks before spending credits). Drop a call transcript (.txt, .vtt or .srt) on Call Review to score it, or an n8n or Make export on the Studio to read it back onto your map as a process. Change your mind mid-drag and she steps away again.

Your team

Settings → Team to invite people and choose what they can do: Admin (everything, including settings and billing), Manager (dashboards and their team's progress) or Learner (the Academy). abi. Pro covers 10 people, abi. Max everyone.

Keys worth knowing

  • Cmd K or Ctrl K: open abi. and search, from any page, the Clone and Studio included
  • /: the same, when you are not typing. Inside the Clone, / searches the map instead
  • Escape: closes whatever is open, and answers no to any question she asks

Metrics Explained

Every metric in abi. is defined below: what it means, how it's calculated, and what a healthy number looks like for a B2B SaaS/services company.

Pipeline

Total Pipeline Value

The combined value of all open deals in your CRM. A healthy rule of thumb is to maintain 3–4× your revenue target in pipeline coverage. Pulled from HubSpot weekly.

ICP Win Rate

ICP-Fit Win Rate

The % of deals that match your Ideal Customer Profile that you close as won. A healthy ICP win rate is 25–40%. If yours is lower, your ICP definition may need refining or your sales process is losing ICP deals at a specific stage.

CAC

Customer Acquisition Cost

Total sales and marketing spend divided by number of new customers won. For B2B SaaS, a healthy LTV:CAC ratio is 3:1 or higher. High CAC relative to your deal size is a sign of inefficient targeting or too-long sales cycles.

MRR

Monthly Recurring Revenue

Total active subscription revenue per month. Pulled from Stripe. abi. also tracks New MRR (new customers), Expansion MRR (upsells), and Churned MRR separately so you can see what's really driving growth.

ARR

Annual Run Rate

MRR × 12. A forward-looking indicator, not the same as contracted ARR. Useful for benchmarking and investor conversations.

Pipeline Velocity

Average Days to Close

The average number of days a deal spends in your pipeline before closing (won or lost). Shortening velocity without sacrificing win rate is a key GTM efficiency lever. Stale deals (14+ days with no activity) are flagged separately.

GTM Health Score

Composite Health Score (0–10)

Generated by Claude every Monday. A weighted composite of five dimensions: ICP Alignment (how well your pipeline matches your ICP), Pipeline Velocity (deal speed vs target), Revenue Efficiency (LTV:CAC), Marketing Quality (ICP-fit lead %) and Growth Momentum (MRR growth + pipeline coverage). A score above 7 is healthy. Below 5 means at least two dimensions need urgent attention.

Conversion Rate

Lead to Close Rate

The % of inbound leads that convert to closed-won deals. Healthy range varies by channel and deal size but for outbound B2B, 2–5% is typical. Below 1% usually indicates ICP mismatch, not a closing problem.

How AI Insights Work

Every Monday morning, Claude analyses your week's data and produces three outputs. Here's exactly what gets generated and how.

1. GTM Health Score

A 0–10 composite score across five dimensions. Claude compares this week's metrics to last week and calculates whether each dimension improved or declined. The overall score is a weighted average: pipeline velocity and ICP alignment carry the highest weight.

  • ICP Alignment: % of pipeline value from ICP-fit deals
  • Pipeline Velocity: average days to close vs your target
  • Revenue Efficiency: LTV:CAC ratio
  • Marketing Quality: % of inbound leads that are ICP-fit
  • Growth Momentum: week-over-week MRR growth + pipeline coverage

2. Delta Report

A structured summary of what improved, what needs attention, and 3 priority actions. Claude is instructed to be specific and actionable: observations tied to your actual numbers, not generic GTM advice.

3. Opportunity Cards

2–4 flagged insights categorised as Opportunities (green), Alerts (red), Warnings (amber), or Info (blue). Each card has a specific call to action tied to the insight, e.g. "You have 3 ICP-fit deals stalled at Proposal for 14+ days. Follow up today."

What Claude can and can't see

  • Can see: your metric snapshots, ICP definition, 12-week trend history, integration status
  • Cannot see: individual deal names, contact details, email content, or payment information
  • Data is aggregated before being sent to Claude, only numbers, not records
Reports are generated by Claude Sonnet via the Anthropic API. OurIdea.ai does not store your data on Anthropic's infrastructure: data is sent at report time and not retained.

The GTM Health Scorecard

Eight questions about how your go-to-market runs, scored out of ten, with the three weakest dimensions called out as where to start. It takes about three minutes and it is part of building your Clone, not a separate tool you have to find.

What it measures

Eight dimensions of your GTM engine:

  • Strategy Clarity: Is your GTM strategy documented and specific?
  • ICP Definition: Do you know exactly who you're selling to and why?
  • Go-to-Market Channels: Are your channels generating qualified pipeline?
  • Narrative & Positioning: Does your messaging resonate with your ICP?
  • Acquisition Engine: Is your top-of-funnel consistent and scalable?
  • Lead Conversion: Are you converting pipeline efficiently?
  • Pricing Power: Is your pricing strategy working?
  • AI Readiness: Are you using AI to accelerate GTM?

Reading your score

Each dimension is scored Red (0 to 3), Amber (4 to 6), or Green (7 to 10). The overall score is an average across all eight. The three lowest-scoring dimensions are called out as priority areas: they are the highest-leverage places to focus.

  • Score 7–10: Healthy: maintain and optimise
  • Score 4–6: At risk: address within 30 days
  • Score 0–3: Critical: address immediately

Where your score is used

The score is kept on your account and read by anything that needs a starting point for how your go-to-market runs today, so you are not asked the same eight questions twice. It is a self-assessment: it reflects what you said about your business, not anything measured from your data.

abi. Launch Guide

abi. Launch is the AI-generated go-to-market plan for something new, included with abi. Pro (one plan a month) and abi. Max (three a month). It turns your answers into a complete, actionable go-to-market plan: ICP, positioning, channel strategy, messaging, and 90-day action plan, in minutes, not weeks.

What you get

  • Full ICP analysis with firmographic and psychographic profile
  • Positioning statement and messaging framework
  • Channel-by-channel go-to-market strategy
  • GTM Health Scorecard: baseline measurement across 8 GTM dimensions
  • 90-day action plan with prioritised initiatives
  • AI report generated within 2–3 minutes of completing the intake form

How to access your abi. Launch plans

When a plan finishes, it renders directly in the abi. Launch tab. abi. Pro runs one plan a month and abi. Max three; the tab shows how many you have left this month.

  • Open the abi. Launch tab to view your full report
  • Your scorecard, market research, strategy, and 90-day plan are all displayed in the dashboard
  • Click ↓ Download PDF to save a copy anytime

Understanding your GTM Health Scorecard

Your report includes a GTM Health Scorecard: a baseline assessment of your GTM engine across 8 dimensions. Each dimension is scored 0–10 based on your intake answers.

  • Use the scorecard to prioritise which GTM problems to solve first
  • The lowest-scoring dimensions represent your highest-leverage opportunities
  • Score the eight dimensions again after implementing changes, to see what moved
The scorecard ratings in your abi. Launch report are a static snapshot based on your intake answers. Connect your CRM and Stripe and abi. tracks the live picture every week.

What to do with your abi. Launch report

Your report is a strategy document, not a to-do list. The recommended approach:

  • Read the full ICP section first: everything else flows from a precise ICP
  • Use the messaging framework in your next sales deck, email, or LinkedIn content
  • Pick the top 3 actions from the 90-day plan and schedule them this week
  • Share the GTM Health Scorecard with your team and use it in your next GTM review

Where your plans live

Every plan you run stays in the abi. Launch tab for as long as you have the account. A plan you bought on its own before 22 October 2026 is there too. If one you expect is missing, email adam@ouridea.ai from the address on your account.

SIGNAL Methodology Guide

SIGNAL is OurIdea.ai's native AI-first deal qualification and sales execution methodology: six stages that take a rep from first signal to closed-won and expansion. It's taught in SIGNAL Academy and used to score live deals inside abi. Pro and abi. Max, alongside BANT, MEDDIC, MEDDPICC, SPICED and SCOTSMAN. Included in abi. Pro (10 people) and abi. Max (everyone).

The 6 SIGNAL stages

Every deal moves through six stages. Each one has a clear gate: a question that has to be answered before the deal is genuinely ready to move forward.

  • S: Scan: Signal-led targeting & qualification: who is most likely to buy, right now, and why?
  • I: Investigate: AI-powered context research: what is the true business problem, and who has the power to solve it?
  • G: Gap: Discovery that quantifies: what is the cost of the gap between current state and desired state?
  • N: Narrate: The AI-era Challenger: how do I teach, reframe, and connect our solution to their commercial reality?
  • A: Align: Buying committee orchestration: have all stakeholders committed to a shared outcome and a clear path to close?
  • L: Land & Expand: Close, transition & compound growth: how do we close cleanly, deliver fast value, and build the path to expansion?

SIGNAL deal scoring inside abi. Pro and abi. Max

abi. Pro and abi. Max can score every deal in your connected CRM against SIGNAL (or BANT, MEDDIC, MEDDPICC, SPICED, SCOTSMAN) using Claude AI. Scores refresh weekly, and you can request an on-demand re-score at any time.

For each deal, abi. shows which SIGNAL stage it's genuinely at, not just which stage your CRM says it's in, and exactly what's missing before it can move forward.

SIGNAL Academy

SIGNAL Academy is a 6-module interactive course that teaches the methodology in depth: audio lessons, an interactive branching scenario, and a scored quiz (80%+ to pass) per module. Modules unlock sequentially as you pass each quiz.

  • Module 1: Scan: free for everyone
  • Module 2: Investigate: abi. Pro and abi. Max
  • Module 3: Gap: abi. Pro and abi. Max
  • Module 4: Narrate: abi. Pro and abi. Max
  • Module 5: Align: abi. Pro and abi. Max
  • Module 6: Land & Expand: abi. Pro and abi. Max

Certification tiers

Certifications are performance-based, not just completion-based, and are earned in sequence:

  • Tier 1: Practitioner: complete all 6 modules and pass every quiz at 80%+
  • Tier 2: Certified Seller: Tier 1, plus the best outcome in all 6 interactive scenarios, plus an 85%+ average quiz score
  • Tier 3: Sales Leader: Tier 2, plus 3 completed Deal Audits against real pipeline, plus a 90%+ average quiz score

Use the Deal Audit tool inside the Academy to run a real, live deal through every SIGNAL gate and get a pipeline health score: the same analysis abi. Pro and abi. Max perform automatically.

Seats: abi. Pro covers 10 people, abi. Max everyone. SIGNAL is no longer sold on its own; existing annual SIGNAL subscriptions run to the end of their term.

abi. Pro and abi. Max

abi. Pro (£149/month) and abi. Max (£497/month) are the same platform. Everything on this page, and every product and connector in the app, is in both. Two things differ: credits for AI work (1,000 a month on Pro, 5,000 on Max) and seats for SIGNAL and the team (10 people on Pro, everyone on Max).

Setup checklist

  • Connect your CRM: HubSpot, Salesforce or Pipedrive (Settings → Integrations)
  • Connect Stripe and Google Analytics 4 (Settings → Integrations)
  • Define your ICP (Settings → ICP Definition)
  • Invite your team (Settings → Team)
  • Wait for your first Monday report
Connect your CRM before your first Monday report runs, or the report has nothing to read. Connect it within your first week.

Dashboard overview

The dashboard tab shows your key metrics at a glance:

  • KPI cards: Pipeline, ICP Win Rate, MRR, CAC at the top
  • GTM Health Score: composite score with dimension breakdown
  • Opportunity cards: AI-flagged insights from your latest report
  • Trend chart: 12-week history of your key metric

abi. Intelligence: the Overview

Overview is the front door of the abi. Intelligence section and is open on every plan. It shows your business as four stages in the order a customer moves through it, each read from the tool you have connected for it:

  • Attract: sessions and leads, from Google Analytics
  • Qualify: open pipeline, deal count and ICP deals, from your CRM
  • Win: ICP win rate, days to close and stale deals, from your CRM
  • Keep: MRR, ARR and churn, from Stripe

A stage with nothing connected says so and links to Settings. A stage whose tool is connected but has not reported yet says that instead; the first numbers arrive on the next Monday run. Each stage opens Pipeline, Revenue or Marketing for the detail.

Weekly reports

Every Monday at 07:00 BST, abi. runs a full analysis cycle:

  • Pulls fresh data from your CRM, Stripe and GA4
  • Calculates all metrics and compares to prior week
  • Sends aggregated data to Claude for analysis
  • Generates Health Score, delta report, and opportunity cards
  • Emails the report summary to your registered email

What is in both plans

  • abi. Clone, Capture, Studio, Governance, Polaris and Outgrown
  • abi. Launch: one plan a month on Pro, three on Max
  • Every connector: HubSpot, Salesforce, Pipedrive, Stripe, GA4, Mailchimp and the PSAs
  • Deal scoring against SIGNAL, BANT, MEDDIC, MEDDPICC, SPICED and SCOTSMAN
  • The weekly AI report and the live dashboard
  • SIGNAL Academy and certification, and the Team page
What differs: credits (Pro 1,000 a month, Max 5,000) and seats for SIGNAL and the team (Pro 10, Max everyone). Interview contributors never take a seat on either.

Revenue, scoring and team

Stripe revenue, Google Analytics 4, AI deal scoring and the Team page, in abi. Pro and abi. Max alike. Together they put your pipeline, revenue and marketing on one timeline.

Setting up Stripe

abi. reads Stripe with a restricted key that can only read. In Stripe, go to Developers → API keys, click Create restricted key, name it abi. read-only, set Customers, Subscriptions and Invoices to Read and everything else to None. Then in abi., Settings → Integrations → Connect Stripe, paste the key (it starts rk_live_) and click Test & Connect.

MRR, ARR, new, churned and expansion MRR appear after the next Monday sync. If they have not, email adam@ouridea.ai.

Setting up GA4

You add abi. to your GA4 property as a Viewer, and abi. reads it from then on. Go to Settings → Integrations → Connect GA4: it shows the address to add (in GA4, Admin, Property access management) and asks for your Property ID.

  • Viewer is read-only: abi. cannot change anything in GA4
  • abi. reads sessions, channels, new users and conversions
  • Remove the access in GA4 at any time and the connection stops

AI deal scoring

Every open deal in your connected CRM receives two scores, updated weekly:

  • ICP Fit Score (0–100): how well the deal's company matches your ICP definition
  • Close Probability (%): AI estimate based on deal stage, age, activity, and ICP fit

Deals with high ICP fit but low close probability are flagged as high-priority follow-up targets in your weekly report.

Managing team seats

Go to Settings → Team to invite team members. abi. Pro covers 10 people and abi. Max everyone; people you invite only to be interviewed (contributors) never take a seat. Role options:

  • Learner: Academy access only
  • Manager: Dashboard view + team progress
  • Admin: Full access including settings

abi. Clone Guide

abi. Clone builds a working model of how your organisation actually runs: every department, role and system, and the processes running between them. It is free to build by hand and it stays yours. Everything else in the platform reads from it.

The four ways things get onto the map

You can use one or all four. Each stamps where it came from, so every node on the map can be traced back to a source.

  • By hand. Add a department, role, system, process, external party or AI agent yourself. Free, unlimited, no AI involved
  • Interviews. Send someone a private link to a conversation with the intake agent, by text or by voice. It follows the workarounds rather than a questionnaire
  • Documents. Upload SOPs, playbooks and checklists. Uploading is free; reading one into the map is a model call, so it is part of Pro and Max
  • abi. Capture. An extension that records which systems somebody moves between while they work. See the Capture guide

Map, List, Intake and Docs

  • Map is the 3D model. Layers show and hide people, processes, systems and external parties; filters highlight without hiding. Names can be switched off entirely
  • Search, at the top of the map (or press /): type a person, process or system and the map isolates it with everything it connects to, as Present does. Escape clears it
  • Ask abi.: open abi. at the top of the page and type a question about the map, such as who signs off invoices. She answers from the map alone and says what it does not hold yet. A question uses 5 credits
  • List is the same data as a table, with the same curation actions, for when you want to work through it rather than look at it
  • Intake is where interviews, documents and capture codes live, plus the Evidence list showing what each source actually contributed
  • Docs is the Operations Manual abi. writes from the map. See below

Documentation: the Operations Manual

On the Docs view, abi. writes the business down from its map: every process step by step, who does each step and in which system, how long it takes and what comes back; a page per role, which is the handover pack when someone moves on; the systems and AI agents; and a business continuity section naming the work only one person has described and the systems most of the work runs on. Whatever the map does not hold yet is listed at the end as what to go and get.

  • Every fact and figure is counted from the map. abi. writes only the paragraphs, from the same facts, and never sees anyone's name
  • Each version is kept. When the map changes, the Docs view says so and offers a new version
  • Download it as a PDF, a Word file or Markdown. Untick People's names for a copy that leaves the business, such as one for a buyer's adviser or an auditor: names become role titles, everywhere
  • Writing a version costs 25 credits and abi. asks first. If she cannot reach the writer, she writes the paragraphs plainly and nothing is charged. Part of abi. Pro and abi. Max
  • Tick Keep it up to date monthly and abi. writes a new version on her own each month the map has changed, at the same price. A month in which nothing changed costs nothing
  • Put a copy in Google Drive connects a Drive to the map: abi. makes one folder there and puts every new version in it as a Google Doc, so the manual belongs to the business even without the app. She can see only that folder and the documents she made
  • On a client's map, the manual carries your export brand (logo, colour, name and footer, set once in Settings)
  • Not sure what you will get? On a map with no manual yet, See an example opens the one abi. wrote for the sample map

Confirm, flag, broken

Anything the AI inferred is marked as inferred until a person says otherwise. Every node can be confirmed, flagged for a second look, or marked broken.

  • Unaccounted software is the filter worth running first: systems somebody mentioned that are not in your official inventory
  • A flagged node stays on the map. Flagging records a disagreement rather than deleting a fact
  • Where two sources disagree, both are kept and the conflict is shown

Your own map, client maps and proposals

A free consultant account gets its own business map plus five client maps, as lifetime slots.

  • A slot is spent when a map is created, permanently. Archiving or deleting a client map does not free one, so there is no need to tidy up
  • Your own business map does not count against the five
  • A proposal map is built from assumptions rather than interviews, and says so on every screen: every node is a question to confirm in discovery
  • Once a client map holds real work its identity is locked, so a map cannot quietly become a different client's

Sharing what you have built

  • Present hides the chrome and orbits the map, department by department
  • A share link gives a read-only view. Names can be hidden on it, which is the usual choice for a client's own map
  • Proposal turns ranked quick wins into a priced case for change, each line traceable to who said it
Hours and values on the map are estimates entered by whoever answered, not measurements. The Proposal says so in writing, and so does Polaris.

This guide is also a public page, with no login, that you can send to a client or a colleague: app.ouridea.ai/docs/clone.html

abi. Capture Guide

abi. Capture is a browser extension that records which systems somebody moves between while they work, and how long each step takes, so a process lands on your Clone without anybody having to describe it from memory. It is the third way into the map, after asking a person and reading a document.

What it records, and what it does not

  • It records which systems are opened, the order they are opened in, and how long is spent in each
  • It does not record what is on the page: no screen contents, no keystrokes, no text, no files
  • It records nothing at all while capturing is off. There is no background mode

Capture codes

The extension holds a capture code rather than somebody's login, which is what makes it possible to withdraw.

  • A code is scoped to one map. It cannot reach another client's map or the rest of the account
  • A code expires, and can be revoked at any time. Revoking stops it immediately
  • Create one in the Clone, under Intake → Capture, labelled for whoever or whatever it is for
  • Find and revoke one in Settings → Security → abi. Capture codes. Codes are shown masked, because the list is there to switch them off rather than to hand them out
  • A lost laptop costs one revoke on one map, not a password rotation

Telling people, which is not optional

Observing how a colleague works is a matter for them, not only for you.

  • Tell the person before the code is installed, and tell them what is and is not recorded
  • Where you are the employer, worker notification duties may apply. Governance flags this against any agent that acts on or about your own staff
  • Captured sessions appear in the Clone's Evidence list, attributed to the code that produced them, so there is a record of what was observed and when

Availability

The extension is not published to the Chrome Web Store yet, so the Capture card in Intake will not offer an install button until it is. Codes can be created now and will work the moment the extension is available.

This guide is also a public page, with no login, that you can send to a client or a colleague: app.ouridea.ai/docs/capture.html

abi. Studio Guide

The Studio takes a process off your Clone and turns it into an automation you can actually run, in four stages: review what could change, realign it, design it, then build it. Included in abi. Pro and abi. Max and metered in credits.

The four stages

  • 1. Review. abi. reads a process from your map and proposes optimisations, each with what it would save and how confident it is. You accept or reject each one. This is the metered step, at 25 credits a run
  • 2. Realign. The accepted changes are applied to a target version of the process, so you can see the intended shape against today's
  • 3. Design. Today above, the design below, on the same columns, drawn with the same nodes as your Clone. A step that goes leaves a gap; abi. appears where it does the work. Constrained so it can only produce something buildable
  • 4. Build. Export to n8n or Make, with a guide for wiring it up in your own account

What the Studio does not do

This matters more than anything else in this guide.

  • It designs and exports. It does not run your automation and it does not monitor it. Every export is stamped as not monitored by abi.
  • Every export carries a rollback step, because an automation nobody can undo is a liability rather than a saving
  • An exported agent appears on the Clone as a ghost until you mark it deployed, so the map never claims something is running that is not

Reverse import

If you already run automations, the Studio reads an n8n or Make workflow and draws it onto the Clone. That turns the map from a model of the manual work into a model of everything, including what is already automated.

Target chains going stale

A target chain is promoted to observed once it matches what is really happening. If the underlying map then changes, the chain is marked stale rather than quietly left looking current.

Governance is not optional here

Every workflow you export is registered on abi. Governance as an agent, with no owner and no controls until you give it some. That is deliberate: the register should know about an agent from the moment it exists, not from the moment somebody remembers to add it.

This guide is also a public page, with no login, that you can send to a client or a colleague: app.ouridea.ai/docs/agent-studio.html

abi. Governance Guide Beta

Governance is the register of every AI agent running in a business, what it is allowed to do, who is answerable for it and when it was last reviewed. It lives inside the Clone, alongside the map that shows where those agents sit. Pro and Max.

Registering an agent

Open Governance from the Clone. Agents already drawn on your map appear under On the map, not yet governed, and Register carries the agent across so the record is attached to that agent rather than to its name.

  • What it does, in one sentence
  • Four axes, each 0 to 3: how autonomous it is, what data it touches, the impact if it is wrong, and how reversible that is. These produce the risk tier
  • Four flags: does it act on your own staff, deal with customers or the public, publish content outside the company, or read faces, voices or other biometric data
  • A named owner, a person and not a team, their role, a human escalation path, and how it is switched off

EU AI Act screening

Each agent is screened into one of five outcomes. The screening is yours to make; the register records it and what follows from it.

  • Minimal risk. Most internal agents
  • Transparency duty (Art. 50). Chatbots and AI-generated content. People it deals with have to be told it is AI
  • High-risk (Annex III). Employment, credit, education, essential services. The heaviest control set applies
  • Prohibited practice (Art. 5). Recorded against the specific limb. Always blocked, and it cannot be overridden
  • Not yet screened. The honest default for anything new

How clearing an agent works

  • Setting the status to confirmed runs the engine, not a rubber stamp. A high-impact agent with no named owner or no escalation path is bounced back to needs input
  • Each risk tier carries a list of required controls, from a named owner and a kill switch up to a DPIA and worker notification. You tick off the ones you have evidence for, and the register shows how many of how many
  • The ring around an agent on the map shows its state at a glance: green cleared, amber needs input, red blocked, faint means not registered

Review dates that chase themselves

A review cadence is set from the risk tier and the next date is stored. That date is compared to today, in three places: the Polaris card, the Governance panel row and the public register. An overdue review is raised as a Monday ask, ranked above a stale deal, because a lapsed control record is a commitment already broken.

Policy Studio

Policies let you set a house standard across agents, and they are deliberately tighten-only: a policy can add a required control or raise a tier, never remove or lower one. Simulate a policy against your live register before publishing it, so you can see exactly which agents it would move and which would fail.

The register you can hand to somebody

Export the whole register as a printable page or PDF: every agent, its purpose, its Act class, tier, status, owner, escalation path, controls evidenced, the date its obligations apply from, log retention and its next review. This is the artefact a client or an auditor asks for.

Governance records the assessment you make and the controls you say you have. It is a register and a discipline, not legal advice, and it does not certify compliance with the EU AI Act or anything else.

abi. Polaris Guide

Polaris is the owner's view: one screen that answers the five questions somebody running the business actually asks, from everything the platform already knows. It observes and reports. It never acts.

The five questions

  • What is worth doing? Open opportunities across your maps, priced where a value could be put on them
  • What could run without me? Hours a month designed in the Studio and not yet switched on, and separately the hours already running
  • What AI am I running? Agents on the map, how many carry a control record, how many have nobody's name on them, and how many reviews have lapsed
  • What is my pipeline doing? Value, deal count, win rate, MRR, churn and stale deals, against last week
  • What is the plan? Proposed changes, how many have been adopted, and where they came from

Both halves of the automation ledger

Polaris reports designed hours and live hours as two separate numbers, because they answer different questions. Designed is the opportunity; live is the proof. A process that gets switched on moves from one to the other rather than disappearing.

The live figure is labelled a designed saving, now live. It is minutes per run multiplied by frequency, both entered by whoever answered, so it is an estimate that is now running rather than a measurement. Polaris will not call it measured.

The Monday asks

Underneath the cards, Polaris lists what is worth doing something about this week, in a fixed order of seriousness rather than by size: an overdue agent review comes before an ungoverned agent, which comes before a stale deal. Each ask links to the screen where the work happens.

Where the numbers come from

  • Opportunities and plan items come from your Clone maps
  • Designed and live hours come from the Studio
  • Agents, owners and review dates come from Governance
  • Pipeline comes from your connected CRM and Stripe. With nothing connected, that card says so rather than showing zero

Polaris invents nothing. If a number reads zero, either the work has not been done or the tool it comes from is not connected, and the card will tell you which.

This guide is also a public page, with no login, that you can send to a client or a colleague: app.ouridea.ai/docs/polaris.html

Integrations

abi. connects to your tools to pull data automatically. Here's how each integration works and how to set it up.

HubSpot Pro and Max

abi. connects directly to HubSpot using a Private App token with read-only CRM scopes.

  1. Go to HubSpot → Settings → Integrations → Private Apps
  2. Click Create a private app: name it "abi."
  3. Under Scopes, enable: crm.objects.deals.read, crm.objects.contacts.read, crm.objects.companies.read
  4. Click Create app, then copy the access token
  5. In abi., go to Settings → Integrations → Connect HubSpot and paste the token
Never share your Private App token. It's stored encrypted and only used for scheduled data pulls: we never write to your CRM.

Stripe Pro and Max

Revenue data (MRR, ARR, new, churned and expansion MRR) is read from Stripe with a restricted, read-only key.

  1. In Stripe, go to Developers → API keys and click Create restricted key. Name it abi. read-only
  2. Set Customers, Subscriptions and Invoices to Read; leave everything else at None
  3. Create the key and copy it (it starts rk_live_)
  4. In abi., go to Settings → Integrations → Connect Stripe, paste it and click Test & Connect
  • Revenue appears in your dashboard after the next Monday sync
  • Email adam@ouridea.ai if it is not showing after your first report

Google Analytics 4 Pro and Max

Marketing data is read from GA4 with Viewer (read-only) access that you give abi. on your property.

  1. In abi., open Settings → Integrations → Connect GA4 and copy the address it shows
  2. In GA4, open Admin → Property access management, add that address with the Viewer role
  3. Paste your Property ID (Admin → Property details) into abi. and press Test & Connect
  • abi. reads sessions by channel, new users, bounce rate and conversions, live on the Marketing tab and every Monday
  • Remove abi. in GA4 at any time and the connection stops

Salesforce Pro and Max

Connect Salesforce as your CRM instead of, or alongside, HubSpot. abi. reads your opportunities into the Pipeline tab.

  1. In Salesforce, get an access token: from a Connected App (Setup → App Manager → New Connected App, OAuth on, scopes api and refresh_token), or a personal security token
  2. In abi., go to Settings → Integrations → Connect Salesforce
  3. Enter your instance URL (for example https://yourorg.my.salesforce.com), the token and your Salesforce username
  4. abi. tests the token before saving it
API access needs Salesforce Professional Edition with API enabled, or Enterprise and above.

Pipedrive Pro and Max

Connect Pipedrive as your CRM source. abi. uses a Pipedrive API token to pull deal and contact data.

  1. In Pipedrive, go to Account → Personal Preferences → API
  2. Copy your personal API token
  3. In abi., go to Settings → Integrations → Connect Pipedrive, enter your company domain (the yourcompany in yourcompany.pipedrive.com) and paste the token
abi. tests the token against your account before saving it.

Mailchimp Pro and Max

Connect Mailchimp to pull email marketing performance into your weekly GTM report. abi. tracks open rates, click rates, and list growth.

  1. In Mailchimp, go to Account → Extras → API Keys
  2. Click Create A Key and copy the generated key
  3. In abi., go to Settings → Integrations → Connect Mailchimp and paste the key

Autotask PSA Pro and Max

Connect Autotask to pull service desk data into abi.: open ticket volume, active clients and a live sample of open tickets.

  1. In Autotask, create an API user: Admin → Resources → + New Resource
  2. Set the security level to "API User (System)" and note the API username
  3. Generate an API secret from the user's profile → API Tracking Identifier
  4. In abi., go to Settings → Integrations → Connect Autotask
  5. Enter the API Username and Secret. abi. finds the API zone itself and tests the credentials with a live read before saving them
Only the last 4 characters of your API secret are stored. The full secret is only used to verify the connection at setup time.

ConnectWise PSA Pro and Max

Connect ConnectWise Manage to pull PSA data. abi. uses ConnectWise's REST API with Basic authentication.

  1. In ConnectWise, go to System → Members → API Members → New
  2. Create an API member with read-only access
  3. Generate a public/private key pair from the member's profile
  4. In abi., go to Settings → Integrations → Connect ConnectWise
  5. Enter your Company ID (e.g. mycompany), Site (e.g. na.myconnectwise.net), and your public/private key pair
Authentication format: Basic companyId+publicKey:privateKey. abi. constructs this automatically from your inputs.

HaloPSA Pro and Max

Connect HaloPSA using OAuth 2.0 client credentials. You'll need a HaloPSA API application set up in your instance.

  1. In HaloPSA, go to Configuration → Integrations → HaloPSA API
  2. Create a new application: set grant type to Client Credentials
  3. Set the Agent to a read-only API agent
  4. Copy the Client ID and Client Secret
  5. In abi., go to Settings → Integrations → Connect HaloPSA
  6. Enter your Tenant URL (e.g. https://yourcompany.halopsa.com), Client ID, and Client Secret
HaloPSA uses OAuth 2.0 client_credentials flow. abi. requests an access token at connection time to verify credentials before saving.

Terms of Service

Last updated: 4 September 2026  ·  Effective date: 4 September 2026  ·  Governing law: England and Wales

1. Who we are

OurIdea.ai is the trading name of Adam Salley, a sole trader established in the United Kingdom ("OurIdea", "we", "us", "our"). These Terms of Service ("Terms") govern your access to and use of all OurIdea.ai products and services, including abi. Clone, abi. Launch, SIGNAL, abi. Pro, and abi. Max (collectively the "Services").

By creating an account or making a purchase you agree to these Terms. If you're accepting on behalf of a company, you represent that you have authority to bind that company.

2. Services and plans

OurIdea.ai offers the following products:

  • abi. Clone: A map of how your business actually works, built from interviews, documents you upload and sessions you record. Free to build and keep, with no time limit. The AI interviewer, document extraction and other AI features are metered (see Credits below); adding, editing and viewing your map are not.
  • abi. Capture: An optional browser extension that records which systems you move between while you work, and for how long, so a process can be mapped from what actually happened rather than from memory. It is started and stopped by the person using it, using a code they enter themselves. It records the system, the page title, timings and any notes that person types. It does not record keystrokes, screenshots, page contents, or anything from a session nobody started. If you ask a colleague to run it, informing them and establishing your own lawful basis for doing so is your responsibility as their employer, not ours.
  • abi. Studio: Included with abi. Pro and abi. Max and metered in credits. It proposes automations for a process on your map and can export one as a workflow file for n8n or Make. Anything you export runs in your systems, under your control, and is not monitored by us; you are responsible for reviewing it before you switch it on.
  • abi. Polaris: Included with abi. Pro and abi. Max. A read-only summary of figures counted from your own data. It uses no credits, runs no AI, and changes nothing.
  • abi. Launch: Included with abi. Pro (one plan a month) and abi. Max (three a month), it generates AI-produced go-to-market plans for a new service or a new company or product. It replaced abi. Launchpad and FirstFlight on 22 October 2026 and is not sold on its own; anyone who bought either keeps it, accessible in-app with a PDF download. No ongoing subscription.
  • SIGNAL: The SIGNAL Academy and methodology content, included with abi. Pro (up to 10 people) and abi. Max (everyone). It is no longer sold on its own; existing annual SIGNAL subscriptions continue to the end of their term.
  • abi. Pro: A monthly subscription (£149/month) providing the whole platform: the Clone, the Studio, abi. Governance (in beta: a structured self-assessment tool for AI agents; see section 4), Polaris, Outgrown, every connector (HubSpot, Stripe, GA4, Salesforce, Mailchimp, the PSAs), AI deal scoring and the weekly AI reports, with 1,000 credits a month and SIGNAL Academy for up to 10 people.
  • abi. Max: A monthly subscription (£497/month) providing the same platform as abi. Pro, with 5,000 credits a month and SIGNAL Academy and team seats for everyone. Pro and Max customers may register interest in the EU data region described in section 4, which is in preparation.
  • The Cube: A one-time purchase (from £10) placing your logo on a tile of the abi. OS cube. Cosmetic only; it grants no product access and no rights over the Services.
  • Credits: Pro and Max include a monthly allowance of AI usage. Use beyond the allowance is billed in credits at the rates shown in your account; credits are consumed as you use AI features and are non-refundable once used. Where an allowance is exhausted the feature refuses rather than billing you for overage.

Features and pricing may change. We'll provide at least 30 days' notice of any price changes that affect your existing subscription.

3. Acceptable use

You agree not to:

  • Use the Services for any unlawful purpose or in a way that violates any applicable law or regulation
  • Attempt to circumvent security measures, authentication, or access controls
  • Reverse engineer, decompile, or attempt to extract source code from the Services
  • Share your account credentials with others (team seats require additional seat licences)
  • Use the Services to generate content that is harmful, misleading, or used to manipulate or defraud others
  • Attempt to access data belonging to other users

We reserve the right to suspend or terminate accounts that violate these restrictions without refund.

4. Your data and privacy

Your use of the Services is also governed by our Privacy Policy. Key commitments:

  • Your integration data (CRM, Stripe, GA4) is used solely to generate your reports and insights: it is not sold, shared, or used for any other purpose
  • Only aggregated metrics (not individual records) are sent to the AI models used to generate your reports
  • Where your data is stored. By default your data is stored in Supabase (PostgreSQL) hosted in AWS eu-west-2 (London, United Kingdom), with row-level security so only your authenticated account can access it. An EU region (Frankfurt) is in preparation and is not available yet: abi. Pro and abi. Max customers may register interest and we will agree a date in writing. Your current region is shown in Settings → Billing, and no account has EU residency until we confirm a completed move by email
  • AI processing. AI features are processed by Anthropic (United States) under Anthropic's data processing terms, kept only for the limited period its API terms allow, and are not used to train models. The UK benefits from a European Commission adequacy decision, so EU customers' data held in the UK needs no additional transfer safeguards
  • abi. Governance (beta). Governance helps you record an owner, a risk tier, required controls and an EU AI Act screening for AI agents you design. It is a structured self-assessment based on Regulation (EU) 2024/1689 as amended. It is not legal advice, it does not certify compliance, and a status of "confirmed" or "cleared" means only that the named-owner and escalation checks passed and no prohibited practice was declared. Responsibility for compliance with the AI Act and data protection law remains yours
  • Data Processing Agreement. Where you are a business customer and we process personal data on your behalf, our Data Processing Agreement applies and a signed copy is available to Pro and Max customers on request to adam@ouridea.ai. Our current sub-processors are listed on the Security & Sub-processors page
  • Integration credentials (API keys, OAuth tokens) are stored encrypted and are not readable by OurIdea.ai staff
  • You can request deletion of your data at any time by emailing adam@ouridea.ai

5. Payment and billing

All prices are in GBP and exclude VAT where applicable. VAT will be added at checkout for UK customers.

  • Payments are processed by Stripe. We do not store payment card details.
  • Monthly subscriptions (abi. Pro, abi. Max) are billed on the same date each month.
  • Annual subscriptions (SIGNAL) are billed annually on the renewal date.
  • Failed payments result in a grace period of 7 days before access is suspended.
  • abi. Launch is a one-time charge with no recurring billing.

6. Cancellation and refunds

  • Monthly subscriptions (abi. Pro / abi. Max): Cancel any time via Settings → Billing. Access continues until the end of the current billing period. No partial refunds for unused time.
  • Annual subscriptions (SIGNAL): Cancel any time. Access continues until the end of the annual period. No partial refunds, except where required by law.
  • abi. Launch: Due to immediate digital delivery, abi. Launch purchases are non-refundable once the report has been generated and delivered. If the report was not delivered due to a technical error on our end, contact us within 7 days for a full refund or re-generation.
  • Faulty or missing service: nothing here affects your statutory rights under the Consumer Rights Act 2015, if a Service is faulty, materially incomplete, or not as described, we'll fix it, re-perform it, or refund you as appropriate.

Full details: Refund & Cancellation Policy.

7. Intellectual property

  • The Services, SIGNAL methodology, and all platform content are owned by us and protected by applicable IP law.
  • The AI-generated reports produced from your data (abi. Launch, weekly abi. reports) are licensed to you for business use. You may share them internally and with clients.
  • You retain ownership of the data you provide (CRM data, company information). You grant us a limited licence to process that data to provide the Services.
  • You may not resell, redistribute, or sub-licence access to the Services or their outputs without written permission.

8. Confidentiality

In the course of using the Services, both you and OurIdea may share information that is not public. This section sets out how that information is protected: it applies regardless of which Service (abi. Clone, abi. Launch, SIGNAL, abi. Pro, or abi. Max) you use.

8.1 Our confidential information. The Services, the SIGNAL methodology and Academy content, our prompts, AI workflows, product roadmap, pricing, and any non-public features or materials we share with you (collectively, "OurIdea Confidential Information") are confidential. You agree not to disclose, copy, publish, or share OurIdea Confidential Information with anyone outside your organisation, and not to use it for any purpose other than using the Services, without our prior written consent. This is in addition to the restrictions in section 3 (Acceptable use).

8.2 Your confidential information. Any non-public business information you submit to us, including intake form answers, ICP and strategy data, connected CRM/billing/analytics metrics, and draft reports: ("Your Confidential Information") is treated as confidential. We will only use it to provide and improve the Services for you, and won't disclose it to third parties except as described in our Privacy Policy (e.g. to the sub-processors listed there) or where required by law.

8.3 Standard exclusions. Neither party's confidentiality obligations apply to information that: was already lawfully known to the receiving party without restriction; is or becomes publicly available through no fault of the receiving party; is received lawfully from a third party without a duty of confidentiality; or is independently developed without reference to the other party's confidential information.

8.4 How long this applies. These confidentiality obligations apply for as long as you have an account with us and continue for 3 years after your account is closed. Information that constitutes a trade secret (such as our source code or underlying methodology) remains protected for as long as it stays a trade secret.

This section doesn't replace, and works alongside, our Privacy Policy and (for abi. Pro/Max customers) our Data Processing Agreement, which govern personal data specifically.

9. Limitation of liability

The Services are provided for informational and strategic assistance purposes. The AI-generated analysis and recommendations are not a substitute for professional business, financial, or legal advice.

  • Our total liability for any claim arising from use of the Services is limited to the amount you paid in the 12 months preceding the claim.
  • We are not liable for indirect, consequential, or speculative losses including lost profits, lost revenue, or business decisions made based on platform data.
  • We do not guarantee uninterrupted or error-free service: we aim for 99% uptime but cannot guarantee it.
  • Nothing in these Terms limits liability for death, personal injury, fraud, or any matter that cannot be excluded by law.

10. Governing law and disputes

These Terms are governed by the laws of England and Wales. Any dispute arising from these Terms will be subject to the exclusive jurisdiction of the courts of England and Wales.

Before raising a formal dispute, please contact us at adam@ouridea.ai: most issues can be resolved quickly and informally.

11. Changes to these Terms

We may update these Terms from time to time. We'll notify you by email at least 14 days before material changes take effect. Continued use of the Services after that date constitutes acceptance of the updated Terms.

Contact

OurIdea.ai  ·  Adam Salley, sole trader, United Kingdom
Email: adam@ouridea.ai
For data/privacy matters, use the same address with subject line "Data Request".

Frequently Asked Questions

When does data refresh?▾
HubSpot data refreshes immediately when you trigger a manual sync in Settings. Stripe and GA4 data refreshes every Monday at 06:00 BST via the automated pipeline. Your AI Insight report is generated at 07:00 BST Monday after the data pull completes.
Is my data secure?▾
Yes. abi. uses Supabase with row-level security: your data is only accessible to your authenticated account. Integration tokens are stored encrypted and are not accessible to OurIdea staff. The app enforces a Content Security Policy that restricts all network requests to known trusted domains. Sessions auto-expire after 30 minutes of inactivity. Only aggregated metrics (never individual records) are sent to Claude for analysis.
Why is my Health Score lower than I expected?▾
The most common reasons: (1) more than 30% of your pipeline is non-ICP, (2) stale deals are dragging down pipeline velocity, (3) MRR growth has slowed or is flat. Check the five breakdown bars: whichever dimension is lowest is where to focus first. If ICP Alignment is low, check your ICP definition in Settings: it may be too broad.
Can I change my ICP definition?▾
Yes: go to Settings → ICP Definition and update at any time. Changes take effect on the next Monday report. Note that changing your ICP will affect deal scoring retroactively, so your ICP win rate and pipeline fit % may shift significantly after the change.
What CRMs does abi. support?▾
HubSpot is fully supported on all plans. Salesforce and Pipedrive are available on abi. Pro and abi. Max: contact adam@ouridea.ai to enable them on your account. ConnectWise, Autotask and HaloPSA are available for MSP customers on abi. Pro and abi. Max. If you use a different CRM, email us: we regularly add new integrations based on customer need.
What's the difference between the GTM health score, SIGNAL, and abi.?▾
The GTM health score is eight questions you answer while building your Clone, scored out of ten: a snapshot of where you think you are today. SIGNAL is our 6-stage sales methodology with an Academy, interactive scenarios, and certification: you learn the framework and apply it to real deals manually. abi. is a live platform that applies SIGNAL automatically to score your real CRM deal data every week, tracking progress over time. Think of it as: the score is the diagnosis, SIGNAL is sales execution, abi. is ongoing intelligence.
What's the difference between abi. Pro and abi. Max?▾
Nothing in what they can do. abi. Pro (£149/month) and abi. Max (£497/month) are the same platform: the Clone, the Studio, Governance, Polaris, Outgrown, abi. Launch, every connector (HubSpot, Stripe, GA4, Salesforce, Mailchimp, the PSAs), deal scoring, the weekly AI reports and the Team page. Two things differ. Credits: Pro includes 1,000 a month, Max 5,000 (an interview is 40, a document 15, a scan 20, a call or Studio review 25, an import 10). SIGNAL seats: Pro covers 10 people, Max everyone. If you will run more than about 25 interviews a month, or more than ten people need SIGNAL, Max is the one.
How do I add a team member?▾
Go to Settings → Team and click Invite Member. Enter their name, email, and role. They'll receive an invite email with a link to create their account. abi. Max includes unlimited seats. abi. Pro includes 10, and can add more at £49/seat/month: email adam@ouridea.ai to arrange this.
How do I access my abi. Launch report?▾
Your report lives in the abi. Launch tab inside the platform: it's generated automatically, usually within 2–3 minutes of submitting your intake form. There's no email delivery; just open the abi. Launch tab. If it's been longer than that and nothing's showing, email adam@ouridea.ai with the email address you used to purchase and we'll look into it.
How do I cancel?▾
Cancel any time from Settings → Billing → Manage Billing (Stripe customer portal). No notice period, no questions asked. Your access continues until the end of the current billing period. Your data is retained for 90 days after cancellation: email us if you want it deleted sooner or if you want to reactivate.
How do I change my name, email or password?▾
Click your name at the foot of the menu for Your profile: name, the name abi. calls you, role, department, location and email (a new email is confirmed from that inbox first). Your password and two-step login are in Settings → Security.
Where did the bell, Connect tool and Sign out go?▾
The bell and the connections are inside abi. at the top of the page: click her for Alerts and Connections. Sign out and the light/dark switch are beside your name at the foot of the menu. Prefer the old layout? Settings → Appearance → abi. at the top, switched off.
What if I have a technical problem?▾
Tell abi.: open her at the top and choose Feedback, which reaches us with the page you were on. Or email adam@ouridea.ai with a description of the issue and your account email. For integration problems, include which integration is affected and any error message you saw. We aim to respond within 24 hours on weekdays.
Does abi. work for MSPs and IT service businesses?▾
Yes: abi. Pro and abi. Max include native PSA integrations for Autotask, ConnectWise, and HaloPSA. MSPs can track recurring contract value, ticket-to-revenue ratios, and ICP-fit client scoring alongside their standard GTM metrics. SIGNAL has a dedicated MSP scoring rubric that accounts for the differences between MSP and SaaS go-to-market models.