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Company AI Brain for Sales

From prospect research to a complete customer handover.

Help sales teams identify the right opportunities, personalise outreach, maintain accurate records, follow up consistently, and carry context into onboarding and customer engagement.

Tell us how your sales team works

Company AI Brain for Sales

In practice

Full Workflow Examples

End-to-end paths through Sales — from signal to improvement, with human control where it matters.

  1. Signal
  2. Understand
  3. Recommend
  4. Approve
  5. Execute
  6. Monitor
  7. Learn
  8. Improve

  • 01

    Prospect signal to approved outreach

    • Signal: A prospect or organisation shows a buying signal from research, inbound interest, or account activity.
    • Understand: Brain connects account history, stakeholders, prior communication, product context, and approved customer evidence.
    • Recommend: Suggests messaging, timing, stakeholders, and whether product, technical, finance, or leadership should join later.
    • Approve: Salesperson updates or confirms the outreach sequence. Sensitive or high-value communication always needs approval first.
    • Execute: Sends the approved outreach, updates records, and schedules the next follow-up under sending rules.
    • Monitor: Tracks replies, engagement, and silence against the planned sequence.
    • Learn: Notes which messages, timing, or stakeholders moved the prospect.
    • Improve: Refines the next similar outreach with clearer proof points and timing.
    SignalConnectPrepareApproveSendFollow up

  • 02

    Opportunity progression to close

    • Signal: An active opportunity advances, stalls, or needs a next meeting.
    • Understand: Brain reviews stage, recent engagement, open commitments, objections, and missing records.
    • Recommend: Proposes the next action, talking points, meeting brief, or revival touch if the opportunity went quiet.
    • Approve: Salesperson updates or confirms the next step before anything is sent or scheduled.
    • Execute: Prepares the meeting brief, records confirmed decisions, updates the opportunity, and schedules approved follow-ups.
    • Monitor: Tracks stage movement, inactive opportunities, and overdue next steps.
    • Learn: Captures why opportunities stalled or progressed.
    • Improve: Updates stage prompts and follow-up timing for similar opportunities.
    ReviewBriefApproveProgressTrackRefine

  • 03

    Closed won to customer handover

    • Signal: The opportunity closes won and customer onboarding can begin.
    • Understand: Brain gathers commitments, requirements, decisions, stakeholders, pricing context, and open risks.
    • Recommend: Proposes a handover for customer engagement / onboarding owners, including next steps and missing items.
    • Approve: Salesperson / sales lead updates or confirms the handover before it is shared.
    • Execute: Shares the approved handover, updates records, and notifies the receiving team with context.
    • Monitor: Tracks whether the receiving team picks up the handover and starts next steps.
    • Learn: Notes what context was missing or re-asked after handover.
    • Improve: Strengthens the next handover checklist so less context is lost between sales and onboarding.
    ClosePackageApproveHand overConfirmStrengthen

Intelligence becomes valuable when it improves what happens next.

The Department Cycle

Know. Decide.
Act. Trust.

Every workflow in Sales runs through a complete intelligence cycle, from signal to improvement, with human control where it matters.

  • Know

    • Research prospects and organisations
    • Connect previous interactions
    • Summarise account history
    • Identify buying signals
    • Retrieve relevant customer stories and product information
    • Track active opportunities
    • Track open commitments
    • Identify missing records
    • Summarise calls and messages
    • Understand why opportunities move or stall

  • Decide

    • Prioritise opportunities
    • Recommend the next action
    • Suggest relevant messaging
    • Identify the correct stakeholder
    • Recommend follow-up timing
    • Flag inactive opportunities
    • Identify likely objections
    • Recommend when to involve product, technical, finance, or leadership teams

  • Act

    • Prepare personalised outbound
    • Create complete outreach sequences
    • Schedule approved sends
    • Update customer relationship records
    • Create follow-up tasks
    • Schedule calls and check-ins
    • Prepare meeting briefs
    • Record confirmed decisions
    • Generate proposals for human review
    • Coordinate approved handover into customer onboarding
    • Monitor responses and trigger the next approved step

  • Trust

    • Require approval for sensitive or high value communication
    • Show the source of personalised claims
    • Prevent unsupported statements
    • Respect contact preferences
    • Apply sending limits
    • Maintain communication history
    • Allow people to edit, reject, pause, or take over
    • Escalate unusual or high risk opportunities

Categories only

Systems Connected

  • Customer relationship systems
  • Outbound systems
  • Email and messaging systems
  • Meeting systems
  • Documents
  • Product information
  • Pricing and proposal systems
  • Customer engagement systems
  • Task systems
  • Analytics
  • Databases