Your reps sell. Your AI coworker keeps the record true.
It researches the account before the call, drafts the follow-up after it, and writes what happened back into the CRM. Deployed in your own cloud, working in the systems your team already has open.
Get a demoA sales AI coworker watches for work arriving in the pipeline, pulls the account history out of the CRM, the mailbox and the notes, drafts the next touch in your team’s language, and writes the outcome back to the record.
What a sales coworker owns
Three jobs, and the rep keeps the one that matters. Walk through what it takes off their week.
See how we build yours →Account history, open threads, last commitments, and what changed since — read out of your own systems
Drafted from what was actually said, in your team’s language, held for the rep to approve
Stages, next steps, contacts, and activity written the moment the work happens, not on Friday
Everything a sales coworker does, in one place
Eight capabilities, all of them running inside your own account under roles your team issued.
Account research
Reads the CRM, the thread, the notes, and the public record before anyone picks the phone up.
Follow-up drafting
Writes the next touch from what was actually said, not from a template with a merge field.
CRM hygiene
Stage, next step, contacts, and activity written the moment the work happens.
Inbound routing
Sorts what arrives, enriches it, and puts it in front of the rep who owns the territory.
Renewal prep
Assembles usage, history, and open issues before the renewal conversation starts.
Pipeline hygiene
Flags the deals that have gone quiet and the ones whose close date stopped being real.
Approval gates
Anything customer-facing stops for a person until you decide it no longer needs to.
Scoped access
Reads the CRM under a role your team issued, revocable without involving us.
Every touch, written down as it happens
Not a black box you audit afterwards. Each action is logged to your own audit trail the moment it happens, including the ones it decided to hold.
See what gets logged →What it does between the calls
The work that sits around selling — the part that slips first when the quarter gets busy.
Questions sales leaders ask
The ones that come up before anyone lets software near the pipeline.
It owns the administrative half of selling: researching the account before a conversation, drafting the follow-up afterwards, and keeping the CRM record true as the deal moves. It works inside the systems you already run rather than as another tool your reps have to open.
Only if you decide it should. You draw the line between what it does on its own and what stops for a person, and consequential actions sit on the human side of that line by default. Most teams start with every outbound message held for approval and move the line later, if at all.
A sequencer sends the messages you configured to the list you built. An AI coworker does the work around them: reading the account, working out what is worth saying, writing it, and updating the record afterwards. It also runs inside your own cloud rather than holding a copy of your pipeline in a vendor's.
Usually yes, because it reads and writes through the same API your admins already use, custom objects and fields included. Since it runs inside your network it can also reach the internal systems the CRM does not know about, which is where a good deal of account context actually lives.
It absorbs the research, the logging, and the chasing rather than the conversation. Teams usually point it at the part of the week their reps spend not talking to anyone, which is generally a larger share than the pipeline review suggests.
“A rep does not lose the deal on the call. They lose it in the four days afterwards, when nobody wrote anything down.”
Recap the call and update the record.
3 commitments captured✓ Held for approvalPut an AI coworker
inside your own cloud.
Bring the deal desk work your reps do at seven in the evening. We will show you how it runs.
Get a demo