AI sales assistant
The AI sales assistant that won't wait to be prompted.
Launch a fully customized AI sales assistant today — trained on your revenue
data, and designed to proactively prompt your reps on at-risk deals, discovery
questions, and more.
data, and designed to proactively prompt your reps on at-risk deals, discovery
questions, and more.
Configured on day one
No AI team required
Live in your workspace
02 · Generic vs. grounded
Confident-but-wrong answers are how you're losing perfectly good deals.
Built with a private model trained on your data — not the market's.
03 · The managed agent
Confident-but-wrong answers are how you're losing perfectly good deals.
No engineering time required: roll out a fully-configured assistant with all
tool calls and training pre-built.
tool calls and training pre-built.
SOC 2
GDPR
SSO
Launch with trust
Because it carries your name and brand, not avendor's, it feels like an internal tool from the first message.
Slack · Email · Browser
Have your assistant work where your team already works — no new tab to remember, no behavior to change.
Powered by your data
Every answer pulls from your judgment-enriched context layer, and every action is observable in your admin console.
04 · Core rep workflows
Pre-call prep, account plans,business cases, MEDDICC field fills and more — in the flow of work.
30+ pre-built flows cover the core selling motion. Your assistant triggers
them automatically based on context, or reps initiate them in chat.
them automatically based on context, or reps initiate them in chat.
Pre-call prep
Deal reviews
Business case
Stakeholder mapping
Executive briefings
QBR prep
Battle card
Pricing rationale
Discovery synthesis
Bring your own flow
30+
flows cover the core selling motion. Bring your own with manual,scheduled, or stage-change triggers.
Manual
Scheduled
Stage-change
Context-triggered
05 · CRM autofill
Custom CRM field fills, written like a human did them.
Your assistant writes back to your custom fields — Next Steps, Champion, full MEDDICC fields and more — all grounded in real deal context. Native to Salesforce and HubSpot.
Daily digest
8:00 AM
REP
3 deals need attention today. Northwind went quiet; Globex hit proposal; Initech CFO replied.
Deal alert
2m ago
REP
Northwind: economic buyer inactive 9 days — your #2 slippage predictor. Suggested play ready.
Discovery pattern
1h ago
REP
Deals missing a quantified metric in discovery are closing 22% lower this quarter.
06 · Alerts
Rep- and admin-controlled alerts
Tune notifications by role — daily digest, deal alerts, discovery patternsand more.
Add-on · AI Notetaker
Consolidate tooling with an AI notetaker that joins Zoom, Meet and Teams.
Capture video, full transcription, meeting summaries, and action items — all synced back where reps work.
Auto-joins from your calendar
Post-meeting recaps + risk flags
Discovery coaching on every call
MEDDICC field fills, written back automatically
08 · How it's different
An assistant that captures yourtop reps' gut feel — and comes with revenue "judgement."
The category is full of standalone assistants, each with a name to learn and a model to second-guess. Chat is one agent in the Loop roster, running on your context layer, fully observable.
It knows your deals
Pattern-matched to outcomes in your GTM data, not generic best practices.
Tied to your revenue
Your assistant becomes the first agent inside your Loopconsole. You see what it did, and how it impacted revenue.
08 · How it's different
Give your reps the assistant they'll actually open.
For RevOps leaders who want a fully-configured AI experience reps trust —
without building it themselves.
without building it themselves.