The Platform
One platform.
Three motions.
Navigator, Assistant, and Coach work together as the AI operating layer between your revenue stack and the rep — turning scattered context into clear, executable motion.
Removes friction. Compounds your selling time.
Assistant turns sales context into polished follow-ups, account briefs, CRM updates, and buyer-ready communication — so reps spend more time selling and less time on admin.
- Meeting prep briefs generated from prior calls, emails, and account history
- Follow-up emails drafted from the actual conversation
- CRM updates suggested in-line — accept with one click
- Account research consolidated into a single living view
- Mutual action plans generated from agreed next steps
Recap, next steps & security packet
Hi Priya — thanks for the deep dive on the manufacturing roll-out today. Quick recap and the security packet you asked for…
- Confirmed pilot scope: 2 sites, Q3 kickoff
- Open: SOC2 attestation + EU data residency (attached)
- Next step: 30-min review with InfoSec — proposing Thu 10am
Suggested CRM updates
Improves the motion — while the deal is still alive.
Coach identifies qualification gaps, sharpens deal strategy, and gives reps practical guidance in time to change the outcome — not in next month's pipeline review.
- MEDDICC discipline applied to every active opportunity
- Stakeholder mapping with clear gaps and next-best asks
- Competitive positioning grounded in the buyer's stated criteria
- Coaching prompts for managers — earlier, and at the deal level
- Pattern recognition: where this rep tends to lose deals, and how to fix it
Metrics
$1.2M annual savings agreed
Economic Buyer
Not yet identified — ask Priya for intro to CFO
Decision Criteria
Security, EU residency, 90-day pilot
Decision Process
Procurement steps unclear past InfoSec
Identify Pain
Manual reconciliation costs 14 hrs/week
Champion
Priya · spoke up in 3/3 calls
Competition
Unconfirmed — likely incumbent
Coaching note
You're strong with the champion but exposed on the buying process. Ask Priya this week: "Walk me through how a deal of this size typically gets approved here?"
Sits on top of your stack
From signal to motion — across the tools you already use.
Put your revenue team in motion.
Join the early access cohort and help shape the platform.