The second a meeting is scheduled, this agent pulls CRM records, reviews engagement history, researches recent news and funding, and delivers a one-page brief to the rep in Slack, email, or the calendar invite itself.
That 20 minutes before every call becomes 2 minutes reading a brief that is already done.
Recent funding, a leadership change, a product announcement — it is all in the brief before the call starts.
Reps ask sharper questions, reference the right numbers, and land higher-quality calls.
Configurable per rep — Slack DM, calendar event description, email, or our dashboard. Most teams pick Slack DM for reps and calendar description for the team.
The agent enriches from scratch: resolves the company, pulls public signals, and flags that this is a new account.
Yes. If a Gong or Chorus transcript exists, key moments are cited; otherwise the agent uses CRM activity as the record.
