Introducing AI Agents for sales teams

AI agents for sales teams are autonomous, generative AI-powered assistants that complete end-to-end workflows for revenue organizations without human intervention. Unlike traditional SaaS software that requires manual data entry and user adoption, we've built these agents to proactively gather data, generate insights, and take action across the entire revenue process—from prospecting to forecasting to CRM management. Our agents work on a two-layered approach: a data layer that automatically tracks 100+ deal data points based on methodologies like MEDDIC, SPICED, and BANT, and an action layer where specialized agents complete daily workflows for sales managers, account executives, and RevOps teams. Each agent is designed around a specific "job to be done," allowing organizations to deploy exactly the capabilities they need rather than adopting a one-size-fits-all platform. Explore our AI agents in the sandbox.

We built three specialized agents for sales managers that transform pipeline visibility and forecast accuracy. Our Deal Driver agent automatically tracks deal data, sends morning briefs highlighting critical deals moving that day, attends every meeting to flag important updates, connects with reps for daily next-step reminders, and delivers sunset summaries with outcomes and progress recaps. The Forecaster agent connects with reps after every meeting to keep the core four updated (deal stage, forecast stage, close date, and amount), reviews forecast commitments every Thursday, and delivers a weekly one-pager every Monday highlighting high-potential deals, stagnant opportunities, and at-risk pipeline against quarterly goals. Our Coach agent analyzes rep meetings to evaluate conversational skills, emotional intelligence, meeting management, and deal management, then creates custom coaching plans for every deal and delivers weekly improvement one-pagers for reps and monthly action plans for managers. These agents operate proactively—delivering insights via Slack or email exactly when needed, eliminating the manual review burden sales managers face with traditional platforms. Start a free trial to see how these agents work for your team.

Traditional revenue intelligence platforms like Gong and Clari were built in the pre-generative AI era and function as "SaaS you adopt"—requiring extensive user training, manual data entry, and constant management. We've taken a fundamentally different approach: our AI agents are generative AI-native and operate as autonomous workers that complete workflows for you, not software you have to learn. While legacy tools like Gong use outdated keyword-based "Smart Trackers" that miss conversational context, we've built fine-tuned LLMs that truly understand intent and automatically populate structured CRM fields—not just log notes as activities. Unlike Clari's manual roll-up forecasting or Gong's activity mapping, our agents proactively deliver insights where your team works (Slack, email) and take action without human intervention. We also eliminate the common pain point of paying for both Gong (for conversation intelligence) and Clari (for forecasting) at ~$500/user/month combined—our unified platform provides conversation intelligence, forecasting, and engagement in one integrated solution. Compare our pricing to see the cost savings versus legacy platforms.

We've designed four specialized agents that handle the entire deal lifecycle for account executives. Our Research Assist agent gathers company and contact insights from multiple sources, notifies reps about missing information, and analyzes any source material to create comprehensive account maps in just 15 minutes. The Meeting Assist agent provides pre-meeting briefs with participant details and pending action items, joins meetings to take live notes while monitoring conversation progress, and instantly delivers post-meeting summaries with next steps and high-quality follow-up emails. Our Deal Assist agent provides custom scorecards tracking progress against methodologies like MEDDIC or BANT, sends prep messages before meetings with deal context, and reminds reps about pending tasks to ensure nothing falls through the cracks. Finally, CRM Assist automatically creates contacts and accounts before every meeting, nudges reps to create deals when positive signals are identified, and updates notes in real time—eliminating hours of manual administrative work. All of this happens proactively: 30 minutes before a call, we send prep notes via Slack or email by analyzing past interactions and extracting key takeaways, preparing reps in under half an hour. Book a demo to see these agents in action.

Yes—we've built our platform to work seamlessly with your existing revenue stack. Our CRM Manager agent is specifically designed for this purpose: it automatically creates and enriches contacts and accounts, updates both standard and custom CRM fields (not just activity logs), generates new deals based on qualification criteria, and maintains spotless CRM hygiene without requiring manual rep effort. Unlike legacy tools like Salesforce Einstein Activity Capture—which fails to associate activities with correct opportunities and stores data in separate AWS instances—we update your CRM directly with structured, actionable data. We integrate with popular CRMs like Salesforce and pull data from scattered systems across your organization (Gong, Outreach, email, calendars) to create a unified intelligence layer. Our agents then activate this data by delivering insights and taking actions across the tools your team already uses—Slack, email, and your CRM. For RevOps teams specifically, we provide real-time feedback loops with reps to capture accurate updates, sync data across multiple teams to ensure alignment, and support continuous process improvement with dynamic workflows. This integration approach means we don't require you to rip and replace your existing stack—we enhance it. Try our sandbox to test integrations with your current tools.

We've designed our AI agent platform to deliver immediate value—often within days, not months. Unlike traditional revenue platforms like Gong or Salesforce that require three to six months of complex implementation cycles and $10,000-$30,000 in onboarding fees, our agents begin working the moment they're connected to your calendar, email, and CRM. The ROI becomes visible almost instantly: reps save 5-10 hours per week on administrative tasks like CRM updates, meeting prep, and follow-up emails; sales managers gain automated pipeline visibility and coaching insights without manually reviewing calls; and RevOps teams get clean, structured CRM data that makes forecasting and reporting reliable. Our modular pricing model means organizations can start with specific high-value use cases—like the Forecaster agent for unbiased weekly forecasts or the CRM Manager for automated data hygiene—and expand to additional agents as they see value. We've eliminated the heavy platform fees that competitors charge ($5,000+ base fees at Gong) and offer transparent per-user pricing starting at $0 for unlimited recordings, $19/user for intelligence, and $59/user for combined insights from calls, emails, and meetings. For teams migrating from Gong, we offer special pricing at $19/user (normally $59) and $39/user (normally $99), significantly reducing costs while delivering superior AI-native capabilities. Contact our founder for a 7-minute AI strategy session to calculate your specific ROI.

We've built enterprise-grade security and compliance into our platform from the ground up to meet the rigorous standards of Fortune 500 revenue organizations. We maintain GDPR, CCPA, and SOC 2 Type 2 certifications, ensuring that customer data is protected with the highest industry standards for privacy, security, and operational controls. Unlike Salesforce's Einstein Conversation Insights—which stores data in separate AWS instances and creates data accessibility problems—we maintain unified, secure data architecture that keeps your revenue intelligence centralized and compliant. Our agents are designed to automate compliance monitoring: we're prioritizing a Compliance Sentinel agent that will monitor CRM and email activity for GDPR/CCPA violations, auto-redact sensitive data, and alert owners to necessary consent actions. For RevOps teams concerned about data governance, our CRM Manager agent maintains real-time audit trails of all automated updates, provides feedback loops with reps to validate accuracy, and supports dynamic workflow customization to match your specific compliance requirements. We protect data so revenue teams can focus on growing business with peace of mind—a core differentiator from legacy platforms that require extensive manual compliance management. Additionally, because our agents work within your existing security perimeter by integrating with approved tools like Salesforce, Slack, and email, we don't create new security vulnerabilities or require separate data repositories. Book a security review call with our team to discuss your specific compliance requirements.