AI Team sales emails now follow your training and rules
Follow-ups, revive emails, win-backs and test-mode plans are written from your organisation rules, your trained sales playbook, the member's own instructions…
Fix · AI ·
Follow-ups, revive emails, win-backs and test-mode plans are written from your organisation rules, your trained sales playbook, the member's own instructions and the full deal history, including notes and timeline. A draft that breaks a rule, such as using a banned phrase, a contraction or a link you did not approve, is rewritten before it is queued, and emails now use your brand name instead of the internal workspace name.
October 2026 · Releases & improvements
App sign-ups get their own app's workspace · Hand over company cards, key fobs and devices when you add someone
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
