What Horizon can see
In Xeppo, Horizon can work with groups, entities, contacts, relationships, opportunities and the other supported information available to the authorised account.
XeppoFinancial advice and mortgage broking software
AI automation inside Xeppo.
Turn approved Xeppo relationship information into client briefings and coordinated next actions for review.
Client-group briefing
GK
@Horizon, brief me on this client group using Xeppo entities, contacts, relationships and open opportunities.
On it. Checking Xeppo now.Contacts and opportunities checked in XeppoCross-checked and compiled into one briefing
A joined client-group briefing.
Relationship-data worklist
DF
@Horizon, show me client groups with missing contact details or an open opportunity that has no next action.
On it. Checking Xeppo now.Contact and opportunity checked in XeppoMissing items listed for follow-upCross-checked and compiled into one list
A relationship-data worklist.
Activity update
SL
@Horizon, prepare the approved opportunity and next activity, then show me both before submitting them.
On it. You approve before anything is saved.
The approved details read from this threadDraft opportunity and activity prepared for XeppoNothing saved in Xeppo until you approve
A checked opportunity and activity update.
Works alongside
The connection
How does Horizon actually get into Xeppo?
Horizon connects through Xeppo's official API. Your organisation approves the account, records and actions in use before the workflow is built.
Microsoft TeamsYour team asks here
The official doorwayYour organisation approves access
01Seeapproved records02Prepareyour approval first03Startagreed trigger or schedule
XeppoYour approved records
What Horizon can prepare
Horizon shows your team each proposed Xeppo change before anything is saved. Supported leads, opportunities, activities, projects, users or teams can be prepared for review, while source-system ownership and overnight processing rules remain in place.
How work can start
For Xeppo, Horizon reads approved Xeppo information as needed, while supported inbound changes are processed by Xeppo overnight.
What we confirmed about the Xeppo connection
- Xeppo requires a separate test instance before a live build.
- Most connected information can be read, while changes are limited to named sales and activity records.
- Supported incoming changes appear after overnight processing rather than instantly.
Checked against official Xeppo information on .
Day to day
Use Xeppo without jumping between systems.
Xeppo stays in place as the software your team already uses. Your team asks in Teams, Copilot, Claude or ChatGPT, and Horizon answers with only the approved records that request needs.
We connect one workflow first, prove it with your team on real review steps, then expand.
Often paired with
Software we connect with Xeppo.
Common questions
Using Horizon with Xeppo, answered.
What could our team ask Horizon to do with Xeppo?
Turn approved Xeppo relationship information into client briefings and coordinated next actions for review. Typical results include a joined client-group briefing, a relationship-data worklist, and a checked opportunity and activity update.
Can our team use Xeppo from Microsoft Teams?
Yes, after the agreed access is approved. Your team asks Horizon in Teams, Horizon checks the approved Xeppo information and connected systems, then returns the answer or proposed action for review.
Can Horizon use Xeppo with Outlook, SharePoint or our other software?
Yes. We design one workflow around Xeppo and the other approved systems your team relies on, so the result can use the relevant information without staff opening each system separately.
Can Horizon prepare changes in Xeppo, not just answer questions?
Yes, where Xeppo supports the agreed action. Horizon prepares the change, shows it to the right person and applies it only under the permissions and review rules agreed for the workflow.
What would we start with in Xeppo?
We start with one useful, controlled request such as: @Horizon, brief me on this client group using Xeppo entities, contacts, relationships and open opportunities. The first version stays narrow enough to test with real staff and real review steps.
What access is needed before work starts?
Xeppo requires a separate test instance before live connection work. The customer creates access and confirms which supported records may be used or changed.
Does Horizon replace Xeppo?
No. Xeppo remains the system your team uses. Horizon connects only the approved data and actions needed for the agreed workflow.
How does Horizon keep the Xeppo workflow safe?
We agree exactly which records, people and actions are in scope. We test one limited workflow with approved examples, keep important changes behind human review and expand only after the pilot is working properly.
The audit costs nothing
Put AI to work inside Xeppo.
Tell us the Xeppo job you would rather not do yourself.
30 min with our Director. No sales rep, no follow-up.