Product
The sales admin, handled.
Your reps did not take the job to update records. We capture your sales system into infrastructure you own, then build agents on top of it that watch the pipeline, draft the follow-up, and keep the data honest. They fire on a schedule or a signal, and either do the work or queue it for approval.
Free discovery session on your sales system. No pitch deck.
What it takes off your team
Every assistant is custom, built on your data and your process. These are the four that sales teams ask for first.
Watches for signals
Funding rounds, exec hires, and product launches at your target accounts. It catches them, drafts the outreach with the hook already in it, and queues it for the rep to approve. The window on a signal is days, and it closes whether or not anyone was watching.
Keeps the pipeline honest
Every night it finds the deals with no next step, no activity in two weeks, or a close date already in the past. It posts the list to the owner and, once you approve the rule, fixes the fields itself. Your forecast stops being a fiction your reps maintain by hand.
Handles the post-call tax
The recording lands and it pulls out pain, requirements, and next steps, writes them to the CRM, and drafts the follow-up. Reps stop paying twenty minutes of admin on every call, and the notes actually get written.
Catches intent while it's warm
A known visitor lands on pricing. It matches them to the CRM, drafts the outreach, and alerts the rep within the hour, instead of surfacing in next quarter's report when the moment is long gone.
What an assistant actually is
Four parts. If a vendor cannot tell you all four, they are selling you a chat window.
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Skills
What the assistant knows how to do: read your pipeline, draft outreach, update a record, summarize a call, watch an account. We build the skills your process needs during the engagement, not a fixed menu you pick from.
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Triggers
When it wakes up. A schedule, a webhook, or a change in the data itself. The assistant is watching the pipeline so nobody on your team has to remember to check it.
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Actions
What it does when it gets there. Either on its own, or queued for a person to approve. You decide which, per assistant and per action, and you can change your mind any time.
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The trail
Every read, action, and approval is logged. You can always answer why it did what it did, which is the first question your revenue leader asks and the first question your auditor asks.
You decide what it does on its own
This is the part that matters, and it is the question every sales org asks first. Autonomous versus approval-gated is set per assistant and per action, by you. Start with everything in approval mode: it drafts, a person clicks send, and you watch it work for a few weeks. Graduate the actions you trust and leave the rest gated forever if that is what you want.
Nothing goes out because a vendor's default said so.
Questions about the assistant
What it is, who approves what it does, and how it differs from the AI already in your CRM.
What is the Sales Administrative Assistant?
It is a set of agents we build and run on your sales system. Each one has skills (what it knows how to do), triggers (when it wakes up, either a schedule or a change in your data), and actions (what it does, either autonomously or queued for your approval). It is not a chatbot your reps have to remember to open. It runs whether or not anyone is watching.
Will it email my customers without me?
Only if you tell it to. Every action is either autonomous or approval-gated, and you set that per assistant and per action. Most teams start with everything in approval mode: it drafts, a person clicks send, and you graduate the actions you trust once you have watched them for a few weeks. Approvals land in Slack or email, where your team already works.
How is this different from the AI features in my CRM?
CRM AI works with what is inside the CRM, which is the problem: the CRM is usually the least complete record of what is actually happening. We capture your calls, email, support tickets, product usage, and billing alongside the CRM, so the assistant reasons over the whole picture. It also writes back, rather than showing you a suggestion and leaving the typing to you.
How is this different from an SDR tool or a sequencer?
Sequencers send what you told them to send, on the cadence you set. They do not read your data, notice that a deal has gone quiet, or know that an account just raised a round. The assistant reacts to what is actually happening. It is also custom: built on your process and your data, not a template everyone else is running against the same prospects.
What if it gets something wrong?
Approval mode means a person catches it before it leaves the building. Everything is logged, so you can trace exactly what it saw and why it acted. We tune it against what your team approves and rejects, so the things you correct once stop happening. That tuning is part of the engagement, not a support ticket you file.
Do my reps have to change how they work?
Mostly the opposite. The assistant works in the systems they already use and the approvals land in Slack or email. The behavior change we are asking for is that they stop doing the admin, which is not a hard sell.
How long until it's running?
Your first agent is in production inside 30 days. It starts with a free discovery session on your sales system, where a senior advisor maps where your data lives and which agents are worth building first. From there we scope the build, capture your data, and ship. Then we stay to tune it and build the next one.
Book a free discovery session on your sales system
A senior advisor walks your sales system with you: where the data actually lives, where the work piles up, and what is falling through. You leave with a map of the highest-value optimizations and a real read on what it would take to build them. No pitch deck, no slideware.