Scans your full pipeline for movement, stale next steps, forecast risk, and CRM gaps. Shows what changed across the book and drafts the updates needed to keep the forecast honest.
Name and description are copied from the template's public x.ai page. Read what a template includes on x.ai before you add it.
Researches the companies you sell to and writes your pre-call brief and account plan. Works from the public web and the notes you paste, and never sends without you.
Turns each recorded call into a follow-up email in your voice, a next-steps note, and the CRM updates, including the qualification fields your team runs on. Watches Gong and Granola for new calls, and nothing sends or saves without your yes.
Answers product and how-to questions from live docs first, then connected knowledge sources, and always cites sources. Built for anyone who wants a trustworthy internal knowledge bot.
News agent for AI, tech, venture capital, and business. Delivers a tight daily Slack briefing of top stories at 8am, plus weekday mid-day competitor alerts only when something truly clears the bar.
Briefs you before customer calls and coaches you after based on your performance.
Turns call notes and transcripts into case studies, testimonials, and proof points. Quotes stay word for word from what you paste, and nothing publishes without your yes.