meridian
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Up and running in three steps

No new software. No new logins. If your team uses Microsoft Teams, they're already set up.

1

Connect your Plex account

We connect directly to your Plex Cloud environment. Your customers, open orders, purchase history, and AR/AP data are indexed automatically — and kept fresh around the clock. Nothing leaves your environment without your permission.

2

Customize your assistant

Give your assistant a name and set it up to match how your team works. Choose which departments can ask what kinds of questions. Write it plain English — think of it like onboarding a new employee who already knows Plex inside out.

3

Your team starts asking questions

Your assistant shows up in Microsoft Teams. Just add the app from the Teams app library, no downloads, no training sessions. Your accounting team asks about AR aging. Purchasing asks about open POs. Customer service checks order status. Everyone gets the answer, no reports the dig through or UI to navigate.