01
Complete account context
Bring relationship history, opportunity movement, product usage, and commercial terms into one current account view.
Kai for Sales
Turn account context into next action.
Kai connects CRM records, calls, product knowledge, contracts, and internal conversations so sellers can act on the full account story. Governed playbooks prepare the work around every deal while reps stay focused on the customer.
Get DemoFIG 01A connected revenue playbook
KAIAccount context
01CRM
02Calls + email
03Product signals
04Contracts
01 / CAPABILITIES
Help every seller move deals forward
02
Preparation done before meetings
Create source-grounded briefs, talking points, and relevant assets without rebuilding the account story by hand.
03
Follow-through that keeps moving
Capture actions, route internal requests, and update systems through playbooks that preserve human ownership of the deal.
02 / USE CASES
Put Kai to work in sales
04Practical playbooks
Playbook01
Walk into every meeting prepared
Kai turns recent activity, past conversations, open risks, and product signals into a concise account brief. Reps see the sources behind each point and can spend preparation time on judgment, not retrieval.
Playbook02
Keep the whole deal team aligned
AEs, SEs, managers, and partners get the same current view of next steps, owners, blockers, and approved assets. Kai moves handoffs forward without fragmenting the deal across more tools.
Playbook03
Respond to RFPs with approved knowledge
Kai finds relevant answers across product, security, legal, and prior submissions, then drafts a response with sources. Domain owners review the sections that require judgment before anything is sent.
Playbook04
Inspect pipeline with operating context
Combine stage movement with engagement, commitments, product fit, and manager notes. Kai surfaces where evidence and CRM status disagree so leaders can focus coaching on the right deals.
START WITH ONE PLAYBOOK