Put the next revenue action inside the workflow.
Your product already holds the lead record, activity, and account history. We add a reviewable AI layer that turns those signals into the next useful action.
- Revenue platforms
- Lead qualification
- Sales engagement
- Support software
New4
Maya Ortiz
34Brightline, 40 staff
Sam Patel
22Fielder, 12 staff
Chris Wong
47Harbor, 60 staff
Priya Nair
18Loop, 25 staff
Qualified3
Dana Reyes
86Acme Co, 240 staff
Lee Chen
81Northwind, 900 staff
Rosa Diaz
73Kite, 150 staff
Score new leads
Three points where revenue workflows hand work back to people.
- 01
Good inbound interest waits for a human reply.
A request sits in a queue while the buyer compares companies that answer sooner.
- Ask the useful first question
- Qualify against the team's fit rules
- Route with owner and context
Nearly 7x
more likely to qualify when the first contact was attempted within an hour
Harvard Business Review, 2011 - 02
CRM records drift away from what reps know.
Titles, accounts and activity go stale, so reps stop trusting the record or updating it.
- Enrich with a source per field
- Suggest merges before writing
- Log calls without extra typing
70%
of sales representatives' time reported on work outside selling
Salesforce State of Sales, 2024 - 03
AI features sit beside the work, unused.
Scores are ignored, the assistant stays closed, and feature usage never reaches the team goal.
- Explain each recommendation
- Put drafts in the work screen
- Measure use by feature
Under 40%
of sellers expected to report better productivity from AI agents by 2028, Gartner predicts
Gartner, November 2025
An AI layer for revenue products and teams.
Established product teams and product companies come to us with the same question: where can AI reduce friction without taking control away from the team? We build that layer into the product and stack already in use.
For teams that build revenue software
CRM and account platforms
- Record enrichment with provenance
- Account research in the record
- Fit signals with plain reasons
- Routing with review controls
Lead capture and qualification
- Website assistant for first response
- Qualification before calendar booking
- Visitor context for the rep
- Routing based on live capacity
Sales engagement workspaces
- Research from approved account data
- Message drafts with editable evidence
- Assistance inside the sequence
- Reply intent classification
Conversation and pipeline tools
- Risk signals tied to activity
- Handoffs with the full thread
- Notes proposed for CRM review
- Coaching views with visible inputs
Data enrichment workflows
- Account research in plain language
- Provider order with fallbacks
- Job change and buying signals
- Merge suggestions before update
Support software for revenue teams
- Answers grounded in account data
- Handoff with the full history
- One assistant across channels
- Reports on missing knowledge
For teams that sell through demos and trials
Established product companies with a demo, trial or support funnel. We connect buyer intent, product activity and team action so fewer good conversations disappear.
- 01
Turn a request into a qualified conversation.
A short flow asks only the questions that affect fit, then sends the request to the right owner with the evidence attached.
Talk to us about this - 02
Move trial users to a useful first session.
Onboarding responds to role, intent and product behavior, then guides each user toward a first task that shows the product's value.
Talk to us about this - 03
Put the recommendation beside the work.
The assistant appears where the team already acts, explains its suggestions and leaves the person responsible for the final send or change.
Talk to us about this - 04
Connect product activity to revenue decisions.
Visitor, demo, trial, product, CRM and billing events share one view, so activation, conversion and expansion can be measured together.
Talk to us about this
Four rules for a useful revenue layer.
- 01
Show the reason beside the score.
A rep can check the evidence without opening another report or guessing what the number means.
- 02
Keep a person in the send step.
The assistant drafts and prepares the work. A person edits and sends it until the team trusts the output.
- 03
Name the source of each field.
Every enrichment field shows where it came from, what is uncertain and whether it replaced existing data.
- 04
Pass the full context at handoff.
The next person receives the thread, record and decision history instead of asking the buyer to start again.
Where this industry usually starts
AI Experience (AX) Audit
When a score, copilot, or assistant is not earning usage, we trace the drop from signal to action and choose a baseline such as lead to meeting conversion or active account usage.
AI Redesign & Rescue
Revenue teams need to see the evidence, edit the draft, and understand when the layer is unsure. We design those review states into the screen where the work happens.
AI Automation & Agentic AI
Enrichment, routing, follow-up, and CRM hygiene repeat across every account. We connect the layer to the existing records and keep a rep at the meaningful decision.
The layer fits the revenue stack.
Your CRM, customer data and team tools remain the system of record. The AI layer reads their signals and returns work the team can review.
Customer records
Salesforce
Campaign and contact data
HubSpot
Product and customer events
Segment
Data enrichment workflows
Clay
Contact intelligence
ZoomInfo
Outreach tools
Outreach, Salesloft
Conversation records
Gong
Support conversations
Intercom, Zendesk
The questions that decide it.
What does an AI feature engagement cost?
We start with the AI Experience Audit, a fixed price two week sprint. It produces a fixed build price, and the audit fee is credited to that build. Current numbers are on the pricing page.
Why do reps ignore the AI feature we shipped?
How long does a revenue feature rebuild take?
How can a rep check an AI lead score?
When should an inbound assistant hand a lead to a person?
Can you work inside our current CRM and revenue stack?
Which metric should an AI feature move?
Show us the revenue workflow that stalls.
One call, 20 minutes. We will map the missing layer, the data it needs and the metric that would tell you whether it earned its place.
- NDA from the first conversation.
- Response within 24 hours, guaranteed.
- Founder-led from first call to handoff.
