01
Automate pre-call prep
Before a scheduled call, our system automatically enriches the prospect's account with the latest data: company news, key personnel, and talking points. Your rep gets an instant "briefing document" in their CRM or Slack, allowing them to walk into every conversation fully prepared without manual research.
02
Eliminate post-call work
After a call, our system uses AI to instantly summarize and analyze the conversation, identify action items, and draft a personalized follow-up email based on your templates. All key insights and next steps are automatically logged in the correct fields in your CRM.
03
Approve with one click
The drafted email and call summary are sent to your rep in Slack for a quick review. They can approve and rewrite the email with a single click, ensuring a perfect, personalized follow-up is sent in minutes, not hours.