Enrich accounts and contacts with contextual summaries based on CRM and external data.
Draft personalised emails, InMails, and snippets aligned with your ideal customer profile.
Summarise sales calls and highlight next steps, objections, and competitors mentioned.
Recommend follow-ups based on engagement and pipeline stage.
Control who can configure, deploy, or use the agent.
Keep records of conversations and actions for compliance and debugging.
Start from prebuilt flows or playbooks for common scenarios.
Support for multiple languages where the vendor offers it.
Brand the experience to match your organisation’s identity.
Integrate the agent into custom applications or back-end systems.
Let the assistant compile account summaries and talking points for SDRs.
Draft tailored emails based on persona, industry, and previous interactions.
Suggest or schedule follow-ups based on engagement signals and playbooks.
Answer questions from internal documents, wikis, and runbooks.
Turn conversations and activities into updated documentation.
Summarise meetings and extract action items for follow-up.
Try new automation ideas before committing engineering time.
Assist multiple teams with similar questions or processes.
Help new hires ramp up faster on tools and processes.
Pre-screen content or workflows for policy issues.
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