InstaLILY AI

What InstaLILY AI does

InstaLILY AI builds Lily, the first AI Forward Deployed Engineer, designed to handle work that doesn't fit off-the-shelf software, such as quotes, schedules, approvals, and judgment calls. Lily learns how a business operates, builds the necessary software, and runs it within existing systems like ERP and CRM. Unlike other AI agents that are application-specific, Lily works across environments, coordinating systems, agents, and people to achieve outcomes and build missing functionalities. She stays deployed and adapts as the business changes, running in the cloud, on-premise, or at the edge. The company focuses on the physical and regulated economy, aiming to put AI to work in businesses that make, move, and fix things.

Products

• LilyThe world's first AI Forward Deployed Engineer. She learns your business, builds what it needs, and stays deployed, adapting to changes.
• Forward Deployed EngineeringA service model where InstaLILY embeds in the business, redesigns workflows, and ships measurable results in weeks.
• PlatformA shared foundation for contracts, connectors, and controls, working within existing ERP and CRM systems. It provides identity, access, audit, testing, and deployment capabilities.
• Small Data CenterInfrastructure built with NVIDIA technology to run AI in the cloud, on-premise, or at the edge, bringing intelligence closer to the work.
• InstaBrain™A component that captures tribal knowledge and historical data (e.g., top-performer strategies, pricing rules) to create stable commercial models and inform AI actions.
• InstaWorkers™AI agents that analyze activity across systems and deliver ranked lists of opportunities, risks, and recommended actions, or automate tasks like intake and quoting.

Key capabilities

• Learns business workflows, data, systems, and decisions
• Builds AI agents and automations (quotes, schedules, approvals, follow-ups)
• Runs and improves inside existing systems (ERP, CRM, inboxes, PDFs)
• Coordinates systems, agents, and people
• Deploys in cloud, on-premise, or at the edge
• No rip-and-replace or migration required
• Connects to various systems (SAP, NetSuite, Epicor, Salesforce, HubSpot, Snowflake)
• Built-in controls for approvals, auditors, human oversight, and deployment governance
• Compounding learning loop: every deployment makes the next one faster and better
• Quantifiable Operational ROI
• One shared platform for contracts, connectors, access, testing, and deployment
• Capability-based deployment placement (cloud, on-premise, edge)
• Secure data handling: data stays inside customer's boundary, credentials resolve at gateway
• Release controls ensure consistent standards for all solutions
• Platform designed for both human engineers and Lily to read, test, and change software

Use cases

• Quote discovery, inventory checks, account coverage, and sales follow-up in industrial distribution
• Branch operations, sales workflows, routing, and field support in construction & building materials
• Dispatch support, exception handling, and customer updates in logistics
• Diagnosis, part identification, repair guidance, and technician training in field service
• Administrative workflows, triage support, document handling, and operational throughput in healthcare operations
• RFQs, quoting, order entry, product search, and sales follow-up across various channels (email, PDF, fax, CRM, ERP) in industrial distribution and MRO
• Live view of dealer demand, inventory, and competitive exposure, with rules-compliant quoting across manufacturing and OEM dealer networks
• Compliant schedules, rebalanced callouts, procedure identification for technicians, and turning service signals into revenue in field service
• Commercial, access, pricing, and patient-support work unified in a secure, auditable surface for healthcare and pharma operations
• Scaling top sales rep playbooks and generating incremental revenue
• Automating intake and quoting processes to recover at-risk revenue and save hours
• Capturing appointment data, identifying execution gaps, delivering real-time coaching, accelerating onboarding, and automating post-visit documentation for field reps
• Processing purchase orders from various inbound requests
• Surfacing next best actions, margin, and cross-sell cues for sales representatives
• Automating marketing and sales control tower functions for dealer networks
• Building and defending field service schedules, rebalancing on callouts, and forecasting coverage
• Providing instant answers for technicians regarding parts, procedures, or manuals
• Turning telemetry and service history into revenue-driving actions

AI approach

InstaLILY builds Lily, an AI Forward Deployed Engineer, that learns a business's operations, builds custom AI agents and automations, and runs them within existing systems. Lily is designed to handle complex workflows like quoting, scheduling, and approvals, and continuously improves from real-world interactions. The platform includes InstaBrain for capturing tribal knowledge and InstaWorkers for automating tasks.

Tech named: NVIDIA, GPT-4.1, GPT-5, Google's AI stack

Industries served

• Software Development
• Physical Goods Economy
• Industrial Distribution
• Manufacturing
• Field Service
• Healthcare
• Pharma
• Construction & Building Materials
• Logistics
• MRO (Maintenance, Repair, and Operations)
• OEM (Original Equipment Manufacturer)
• Biopharmaceutical

What it says sets it apart

• Lily builds software that does the work, unlike copilots that assist a person
• Lily stays deployed and adapts, unlike consultants who leave after hand-off
• Lily learns from real corrections and improves, unlike off-the-shelf software that decays
• Focus on work that never fits off-the-shelf software (quotes, schedules, approvals, judgment calls)
• Coordinates across systems, agents, and people, rather than being confined to one application
• Deploys into the work and stays there, continuously improving
• Ships early workflows in weeks, not quarters
• Validates accuracy, judgment, and edge cases with domain experts
• Turns proven patterns into reusable product capabilities
• Built for always-on intelligence and quantifiable operational ROI
• No rip-and-replace, no migration, no new system of record
• Integrates with existing ERP, CRM, and other business systems
• Provides human oversight and deployment governance
• Runs in the cloud, on-premise, or at the edge
• Designed for the physical and regulated economy

Funding rounds we track

From the AI funding tracker — rounds as reported by the linked publications.