It knows the numbers
Ask about revenue, margin, pipeline or any measure your company tracks. The assistant answers from your reports and financial data, using your company's own definition of each measure.
Questions people ask · examples
- Which accounts are behind plan this quarter?
- What drove the change in cash this month?
- How does this year's pipeline compare with last year's?
It knows the people
It knows who owns which account, who was in the last meeting and what was agreed, so it can tell you who to ask and what they already know.
Daily briefings
Each morning it writes a short digest, so the day starts with priorities rather than an inbox.
Morning digest · example
- 3 meetings today, 1 needs a decision
- 2 replies waiting on you
- Monthly review due Friday
Call preparation
Before each call, it assembles a briefing from your CRM, recent email and past meeting summaries.
Briefing · example
- Last meeting: pricing questions open
- Account owner and history
- Two things to ask today
Your company's apps
Applications built by anyone in your company can join the conversation. Ask the deal tracker which deals moved this week, or ask a planning tool what changed, without leaving the chat.