Capabilities
What it does
Drafts follow-ups and proposals
AI writes the first draft of every follow-up email, call summary, or proposal — grounded in the actual deal context, not a generic template.
5+ hrssaved per rep, per weekSummarizes calls automatically
Call and meeting notes are captured, summarized, and logged to the right record without a rep touching a keyboard.
100%of calls logged, automaticallyFlags at-risk deals early
AI monitors deal signals — response time, engagement, sentiment — and surfaces at-risk deals before they stall.
2xearlier risk detection vs. manual reviewAutomates repetitive data entry
Contact and deal fields update automatically from email, calendar, and call activity, so CRM data stays accurate without manual upkeep.
0manual re-keying required
How it works
From connected to automated
- 1
Connect your data
Link email, calendar, and CRM records — AI reads context from what's already there.
- 2
AI learns your workflows
Assistants adapt to how your team actually works, not a fixed script.
- 3
AI drafts and suggests
Follow-ups, summaries, and next steps appear ready for review inside the workflow.
- 4
You approve and send
Every AI action stays human-reviewed by default — nothing sends without a rep's approval.
Works with the tools you already use
- Email & Calendar
- CRM Data
- Call Recording
- Collaboration
“We replaced five tools with one platform and cut our lead response time from two days to under two hours.”
VP Revenue Operations
Illustrative example — real customer stories launch with the Customer Stories page
62%
faster lead response time