Give your sales team the full picture.

AI Sales Assistant helps your team find CRM answers, catch next steps from recorded meetings and keep opportunities organized. It supports your people rather than joining or replacing live calls.

Ask about your pipeline

Find contact, opportunity and meeting details through a natural-language conversation.

Keep records current

Update allowed CRM fields after recorded meetings, based on the controls you choose.

Turn next steps into tasks

Create follow-up activities from identified meeting action items.

For ecommerce, service and retail businesses

Ecommerce: Stay on top of wholesale or high-value account conversations. Service businesses: Keep consultations and follow-up work visible between appointments. Retail: See which larger customer opportunities need your team's attention.

Plan and setup

This employee requires an eligible CRM AI plan and available meeting data for recorded-call features. It does not join live calls; free accounts do not include it by default.