By role
Sales Proposals, customer profiles, everything before the close Marketing Content, campaigns, ad ops, and performance HR Recruiting, onboarding, attendance, and admin Research Research synthesis, decision support, report publishing Customer Support Instant replies across channels, feedback trends Finance Expenses, budgets, financial insight Engineering Cross-system triage, codebase guidance Legal Contract review, document checks Data Self-serve queries, impact analysis, reports Operations Internal processes, announcements, automated reportingBy industry
Media Ad, content, and event operations Community Platforms Ad monetization and content operations Manufacturing Production-line and supply-chain operations Financial Services Controllable AI under heavy regulation Retail & E-commerce Support, content, ads, and operations Professional Services Knowledge work for consultancies and firms All solutions →Customer profiles scattered across four systems, proposals started from scratch every time, manual CRM updates after every call — the work that eats most of a sales team's time, handled by agents connected to your systems.
Talk to usNo more rebuilding custom proposals by hand, one at a time — the agent drafts first, sales makes the final call, and the whole response cycle speeds up.
No more logging into four systems to piece a profile together — one question returns the full profile and interaction history, and the time goes back to the conversation itself.
Needs and signals from calls and meetings write back to the CRM automatically — follow-ups build on the record, and handoffs don't drop the thread.
The agent connects your CRM, ERP, support, and event-registration systems, so one question returns a complete customer profile, interaction history, and revenue numbers — no logging into each system to piece things together.
The agent matches the client's industry and needs against your standard proposals, past cases, and product options to produce an on-brand first draft — sales only handles the final judgment and fine-tuning.
The agent transcribes the call, extracts needs and decision timelines, updates deal stages and fields automatically, and drafts the follow-up email and to-dos — so nothing slips through the follow-up.
The agent pulls customer needs, budget signals, and competitor mentions out of meetings and calls, then writes them back to the CRM in structured form — turning unstructured conversations into trackable pipeline.
These scenarios come from real client deployments.
Ad Sales · Community Platforms
Ad Sales · Media
Sales · Media
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We can start with an onboarding workshop — and build your first agent with your team, live in the room.
