Generate personalized proposals grounded in your proprietary pricing and product data.
Answer playbook questions for teams using private agents without any risk of data leakage.
Answer playbook questions for teams using private agents without any risk of data leakage.
AI powered research and follow up automation reduce manual tasks and speed up deals.
Customer lists and pricing stay private with no exposure to public ChatGPT training.
Maintain flexibility by switching AI models mid conversation as the landscape evolves.
Meet security standards with audit trails and customizable policies for every team.
Control which sales regions access specific AI agents and underlying data sources.
Route different sales tasks to the optimal AI model automatically for efficiency.
Connect directly into Salesforce to ground AI responses in live customer and deal data.
Track all agent interactions to measure adoption and identify high value use cases for ROI.
Automatically redact PII from outputs and enforce deal size rules across messages.
Data Privacy
Shared cloud
Partial isolation
Private data isolation
Model Flexibility
Locked to OpenAI
Single provider
Multi model switching
Audit Logging
Basic logs only
Standard trails
Full enterprise audit
Deployment
SaaS only
Public cloud
VPC or On-Premise
CRM Linking
Manual copy
API needed
Native CRM integration
PII Redaction Engine
Limited tools
Manual setup
Automatic PII removal
High risk
High risk
Moderate lock
Zero vendor lock-in
Access Governance
Seat based
Basic RBAC
Granular role access
Conversations and IP never leave your own secure ecosystem or cloud instance.
Adopt new AI breakthroughs without rebuilding your entire sales automation tech stack.
Pre-built templates and governance rules tailored specifically for complex sales operations.
A dedicated 48-hour architecture review ensures your pilot plan is ready for deployment.
Chief Revenue Officer SaaS
Data Exfiltration Incidents
We analyze your stack and deliver a customized 48-hour plan for your team.
Link your CRM and data sources via permissioned connectors with full governance.
Configure agents for proposal generation and research using our low-code studio.
Deploy to sales teams and track ROI via comprehensive governance dashboards.
Get a custom architecture review and pilot plan in 48 hours.