Live in investment banking · HVAC goes live this September

Hire your first AI teammate—built for your industry.

Pureblue builds role-trained AI teammates that do real work inside deterministic workflows. A deal-team analyst drafts CIPs for working investment bankers today; a dispatch coordinator goes live at a Texas HVAC leader this September. Yours is next.

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Customer Proof

Real customers. Real workflows.

Not pilots, not proofs of concept. Pureblue AI teammates are drafting deal materials in production today, with a full field-service deployment going live this September.

A Mid-Market Investment Bank

Investment Banking & Private Equity

In production, deployments expanding
The problem

Analysts spending deal weeks assembling CIPs and normalizing multi-entity financials by hand.

Workflows deployed
CIP / CIM builderConsolidated financials from ExcelCompany & sector research
The outcome

Deal teams edit AI-drafted materials instead of assembling them — with every number traceable to its source document.

See the investment banking workflows

A Texas HVAC Leader

HVAC & Specialty Field Service

Live this September
The problem

Dispatchers and CSRs buried in repetitive work-order calls, warranty paperwork, and billing queues.

Workflows deployed
Work-order intake chatbotDispatch & scheduling workflowsWarranty claim processingAutomated billing
The outcome

Workflows are built and validated on real operations — go-live is set for September, timed to land after the summer peak rather than in the middle of it.

See the HVAC workflows
Industry Solutions

One AI teammate per industry, trained for the role

Depth beats breadth. Each vertical gets a role-named AI teammate built around its real workflows — not a generic chatbot with your logo on it.

AI Teammates

Personas with a job description

Every Pureblue teammate has a name, a role, and a defined scope of work. They run inside deterministic workflows — the AI makes the decisions, the workflow guarantees the outcome. Your team handles the judgment calls.

Dispatch Coordinator

HVAC & Field Service

Takes work orders by chat, checks warranty coverage, routes jobs to the right techs, and keeps customers updated — 24/7.

Goes live at a Texas HVAC leader this September.

Deal-Team Analyst

Investment Banking & PE

Drafts CIP sections from the data room, consolidates messy Excel financials, and compiles comps your bankers review instead of build.

Drafting for working bankers now.

Staff Accountant

Corporate Accounting

Codes expenses, matches transactions across systems, and runs recurring close tasks — flagging only the exceptions that need judgment.

Every entry fully auditable.

How It Works

From job description to working teammate

We don't hand you a toolkit. We deliver a working AI teammate, built around your operation, running in production in weeks — not quarters.

1. Pick the role

We map the repetitive, document-heavy work in your operation and define your AI teammate's job description.

2. We build the workflows

Fixed-scope implementation: your teammate is trained on your documents, systems, and rules — with humans in the loop where judgment matters.

3. Live in weeks

Your AI teammate goes to work in production. We host, monitor, and keep improving it under one annual subscription.

Deterministic workflows do the work. AI makes the decisions. Your team keeps the judgment calls.

Platform Features

Key Capabilities

Our platform offers powerful features to enhance your customer interactions and streamline your AI implementation with minimal effort.

Retrieval-Augmented Knowledge Hub

Instant, secure ingestion.

Low-Code Workflow Builder

Trigger CRM, email, webhooks.

Predictive Lead & Customer Scoring

Focus humans where it pays.

Continuous Learning Loop

Unanswered questions auto-add to corpus.

Multi-Persona Switchboard

Route chats by intent or user tier.

White-Label & Usage Metering

Monetize every interaction.

Stay in the Loop

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About PureblueAI

Our Story

From aiLead to Pureblue.ai - revolutionizing business with intelligent AI solutions that transform how companies connect with their customers and scale their operations.

Founded on Innovation

Born as aiLead, Inc. in 2020 by visionary entrepreneurs with 80+ years of collective software experience, focusing on cutting-edge neural networks for prospect scoring and ranking.

Evolution to Pureblue.ai

Rebranded in 2021 to reflect our commitment to clear, intelligent AI solutions. Integrated LLMs in 2023 and achieved our first major enterprise implementation.

AI Advisor Revolution

Our 2025 pivot to AI Advisor solutions with sophisticated personas enables businesses to deploy virtual salespeople and support agents that scale infinitely.

Our Leadership

Team Members

We're builders, data scientists and revenue geeks on a mission to make AI everyone's top-performing team-mate.

Rick Geyer

Rick Geyer

CTO

Blake Pyle

Blake Pyle

CFO

David Geyer

David Geyer

VP of Sales

Dann Anthony Astillero

Dann Anthony Astillero

Chief Architect

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Priced against a hire, not a software seat

Your next hire doesn't have to be a hire.

A Pureblue AI teammate costs less than one loaded back-office salary and never falls behind on the queue. Tell us what you'd automate first — we'll show it running on work that looks like yours.

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Role-trained AI teammates for HVAC, investment banking, accounting, and beyond — doing real work inside deterministic workflows for mid-market companies.

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