What Workgrid Software does

Workgrid Software, Inc. is a privately held SaaS company founded in 2017 and headquartered in Boston, Massachusetts, that sells an enterprise conversational AI platform for the digital employee experience. The Workgrid Intelligent Workplace Platform combines enterprise-grade LLMs, advanced NLP technologies, and a proprietary conversational AI engine to deliver an AI Assistant that consolidates notifications, knowledge retrieval, and task automation across an enterprise's fragmented application stack. Core product surface includes the AI Assistant (with AI Answers, AI Notifications, and AI Actions features), a low-code/no-code Builder for custom agents, and 50+ pre-built app templates covering IT, HR, Finance, and Internal Communications use cases. The platform is deployed across Microsoft Teams, Intranet/SharePoint toolbars, a browser extension, and a standalone web client, with pre-built integrations into ServiceNow, Salesforce, UKG, and ChromeRiver, and underlying infrastructure hosted on AWS.

The company targets mid-to-large global enterprises via a direct field-sales motion with quote-based subscription pricing and a 14-day evaluation license; no public pricing is disclosed. Go-to-market spans both enterprise sales and a product-led growth layer enabled by the template marketplace and self-serve builder. The customer base targets IT, HR, and Internal Communications buyers with a stated land-and-expand motion across multiple departments within the same enterprise account. Notable distribution moves include a partnership with Unily that positions Workgrid as the AI engine behind Unily's intranet offering. Workgrid is led by co-founder and CEO Brett Caldon, co-founder and CTO Gillian McCann, and Chief Product Officer Troy Campano, and has been recognized through industry awards from HR Tech Outlook, Digital Edge, CIO Applications, and others between 2018 and 2024.

Name

Workgrid Software

Legal name

Workgrid Software, Inc.

Website

https://workgrid.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Enterprise Conversational AI Platform

NAICS

Software Publishers (513210), Custom Computer Programming Services (541511), Computer Systems Design and Related Services (54151)

SIC

Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Enterprise Work Management & Collaborative Workflow Platforms (HDAEAHAI)

akta.pro secondary industries

Agents & Autonomous Workflows (Tool Use, Planning, Multi-Agent) (HDAAACAF), Workflow Automation for IT & Ops (Runbooks, Job Scheduling) (HDAEAHAH), End-to-End Enterprise AI Platforms (MLOps & Model Lifecycle Management) (HDAEANAA), Digital Experience Monitoring & Management (DEX/DEM, AIOps for EUC) (BPAEAIAF)

Keywords

• Conversational AI platform
• Employee experience software
• Digital workplace solutions
• Enterprise AI assistant
• Workflow automation software

Headquarters

HQ city

Boston

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations

Revenue model

1. SaaS Subscription (Platform License): Workgrid operates as a SaaS platform offering subscription-based access to the Workgrid Intelligent Workplace Platform. Customers (enterprises) license the platform for their authorized employees (Authorized Users), with pricing based on seat count or enterprise-wide deployment. The Evaluation Agreement confirms the platform is offered as a subscription service with defined terms, governing law (Massachusetts), and acceptable use policies consistent with SaaS commercial terms.

Pricing tiers

Go-to-market motion2 records

Distribution channels5 records

Marketing channels6 records

Core offering

Workgrid Software develops and sells the Workgrid Intelligent Workplace Platform, a SaaS-based conversational AI platform that consolidates notifications, knowledge search, and task automation into a single AI Assistant for enterprise employees. The platform uses enterprise-grade LLMs and advanced NLP to deliver AI Answers, AI Notifications, and AI Actions across Microsoft Teams, Intranet/SharePoint, browser, and a web client, with a low-code/no-code Builder and 50+ pre-built Templates for IT, HR, Finance, and Communications use cases.

Product overview

Workgrid offers a unified AI-powered enterprise copilot platform for the digital workplace. The core offering is the AI Assistant platform, which combines enterprise-grade LLMs, advanced NLP technologies, and a robust low-code/no-code Builder to improve employee productivity, access to information, and issue resolution. The platform is delivered through multiple channels (Web Client, Browser Extension, Intranet Toolbar) and offers over 50 pre-built Templates for IT, HR, Finance, and Communications use cases. Key features include AI Answers for knowledge retrieval, AI Notifications for proactive guidance, AI Actions for task automation, and the Builder for custom agent creation.

Differentiator

Problem solved

Functional benefit

Products and services

• AI Assistant

Segments4 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

AI capability7 records

Feature7 records

Partnerships

Five partnerships are on record, tiered core.

• Microsoft TeamscoreTechnology or IntegrationWorkgrid has built a native integration with Microsoft Teams, deploying its AI Assistant as an app within the Teams environment. This integration enables employees to access Workgrid's conversational AI, task automation, and notification capabilities directly within their primary enterprise collaboration tool. The Teams integration is listed as a primary delivery channel alongside the Intranet toolbar, web client, and browser extension.
• ServiceNowcoreTechnology or IntegrationWorkgrid offers a pre-built ServiceNow ITSM template that streamlines IT ticket creation and management through a conversational interface. The integration connects Workgrid's AI Assistant with the ServiceNow ITSM platform, enabling employees to create, track, and manage IT tickets without leaving theirWorkgrid interface. ServiceNow is highlighted as a featured template on the templates page.
• SalesforcecoreTechnology or IntegrationWorkgrid provides a pre-built Salesforce Quote Approvals template enabling employees to review and approve sales quotes directly through the Workgrid AI Assistant, with automated status updates to submitters. The integration is listed as a featured template and is designed to reduce approval cycle times for sales operations teams.
• UKG (Ultimate Kronos Group)coreTechnology or IntegrationWorkgrid offers a UKG Time Off Balance template providing employees with quick conversational access to their current time off balance via the AI Assistant. The integration connectsWorkgrid with UKG's HCM platform for HR use cases including time management and absence tracking.
• Amazon Web Services (AWS)coreTechnology or IntegrationPer the Privacy Policy, Workgrid lists Amazon Web Services as a service provider with whom personal data may be shared. AWS is used as the underlying cloud infrastructure provider for the Workgrid SaaS platform, hosting customer data and platform operations.

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Emerging players

• Yellow.ai: Yellow.ai provides a conversational AI platform for enterprise support, sales, and employee experience, with overlapping capabilities in workflow automation, multi-channel delivery, and LLM-powered assistants targeting IT and HR use cases.
• Solvvy (now part of Zoom): Solvvy, acquired by Zoom, provides an AI-powered employee and customer support assistant with conversational self-service capabilities that overlap with Workgrid's helpdesk automation and ITSM use cases.

Direct peers

• Moveworks: Moveworks is a leading AI assistant platform for enterprise IT, HR, and Finance support, directly competing with Workgrid's conversational AI use cases for service desk automation, employee self-service, and proactive notifications inside Microsoft Teams and other enterprise channels.
• Kore.ai: Kore.ai is an enterprise conversational AI platform offering virtual assistants, agent AI, and workflow automation across IT and HR — comparable to Workgrid in both the underlying technology stack (LLMs + NLU) and target enterprise buyers.
• Aisera: Aisera provides an AI Copilot for enterprise IT, HR, and customer service with conversational automation across ServiceNow, Salesforce, and Microsoft Teams — directly overlapping Workgrid's target use cases, integrations, and digital employee experience positioning.
• Espressive (Barista): Espressive Barista is an AI-based virtual support agent specifically designed for employee self-service across IT, HR, and workplace requests, overlapping directly with Workgrid's IT/HR use cases and Microsoft Teams delivery model.

Others

• Unily: Unily is an enterprise intranet and employee experience platform that has integrated Workgrid as its AI assistant engine — listed as a partner in the data, illustrating the adjacent/exchange relationship between intranet vendors and AI assistant specialists.

Broad incumbents

• Salesforce Einstein: Salesforce Einstein is the AI layer across the Salesforce platform, including Einstein Copilot and IT/HR-adjacent automation — competing with Workgrid's Salesforce Quote Approvals template and conversational enterprise workflows as part of Salesforce's broader CRM suite.
• Microsoft Copilot for Microsoft 365: Microsoft Copilot is a broad enterprise productivity assistant embedded across Microsoft 365, Teams, and SharePoint — overlapping with Workgrid's omnichannel delivery and conversational workflow capabilities, but distributed as part of the dominant enterprise productivity suite.
• ServiceNow Now Assist: Now Assist is ServiceNow's generative AI assistant embedded across the ServiceNow platform, including ITSM, HR Service Delivery, and Workflow Studio — competing with Workgrid's ServiceNow ITSM template and conversational automation use cases from inside the dominant system of record.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/workgridsoft

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Workgrid Software