AI sales team members now research before they write
Before planning any outreach, your AI sales members now read the notes your team wrote on the deal, company and contact, recent emails, the company's website…
Enhancement · AI ·
Before planning any outreach, your AI sales members now read the notes your team wrote on the deal, company and contact, recent emails, the company's website and your trained sales playbook, and write a short card of what they found: the company, the person, the relationship, why your product fits them and what is new for them. The card appears in the account plan and in Test mode above every draft. Each email now opens with a real fact about the customer, and when nothing specific can be found the member asks you for context instead of sending a generic note.
October 2026 · Releases & improvements
What you see is what prints · Dropping a picture onto a collage frame now fills that frame
AI
- AI Team members now know who is calling
- Ask your AI Team members to do things on a call
- Give each sales member a goal, and see the sign-ups they bring in
- See your AI team member's booking link at a glance
- AI Team member cards now explain where their knowledge comes from
- AI Team LinkedIn notes now follow the same structure as emails
