Authentication & RBAC
Multi-tenant identity, org/team/role scoping.
Signs users in, scopes every request to an org and role, and enforces access at the boundary. The foundation every other pillar depends on.
The system that runs the sales motion for OEM/ODM firms: coaching reps, drafting outreach, surfacing the next best action, and governing the AI it relies on.
Multi-tenant identity, org/team/role scoping.
Signs users in, scopes every request to an org and role, and enforces access at the boundary. The foundation every other pillar depends on.
Unified account, contact, deal, and activity records.
The 360° view of every customer — accounts, contacts, deals, and a unified activity timeline the assistant reads and writes to.
Chat-based, tool-using agent that runs the sales motion.
The primary interaction surface — a tool-using agent that drafts outreach, surfaces the next best action, coaches reps, and acts on the CRM.
AI-generated and human tasks, with reminders.
Tracks what needs doing — tasks the AI creates, tasks humans own, and reminders that fire on time so nothing slips.
The AI's source of truth for org-specific facts.
Ingests company documents into a searchable, cited knowledge base so the assistant grounds every answer in what this org actually does.
Evals, guardrails, traceability, analytics.
Observes and governs the AI — every model call logged and attributable, evals that catch regressions, guardrails that keep output safe.