Where to start
What do you want to solve first?
Recommendation for Sales
Change my choiceAutomate a repetitive task
A brief drawn from your shared knowledge bases can arrive before an external meeting
A catalog agent you switch on reads your calendar and looks up the external guest in the shared knowledge bases, synced CRM records included if present. It emails the brief shortly before, to whoever connected the calendar, without filtering by access rights; it stays thin if few items match.
Example
Before my external meetings, email me a brief drawn from our shared knowledge bases.
An agent drafted from your sentence, which you test before switching it on. The catalog also offers a ready-to-install pre-meeting brief that reads the calendar and writes from the shared bases.
Illustrative example. Your answers will come from your own documents.
What you can do
- Get a brief by email before a meeting with an external guest
- Pull customer quotes from calls, to approve before reuse
- Prepare an account brief from the synced CRM records
- Answer an RFP from your past responses, held for approval
Connect first
The product in action
From a question to an agent, in four steps
What you will see in the app, from the first question to creating an agent.
All recommendations
Every combination has its own page, which you can keep or share with your team.
Support & Customer Success
Sales
HR
Legal
Marketing
Finance
Leadership
Ready to see this on your own documents?
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