Every call, recorded, summarized, acted on.
For sales teams and managers. Records every external meeting, extracts action items, updates deal records, drafts follow-ups, coaches reps from transcript data, and deep-dives any account or your whole book of business on demand.
4 skills. Every call recorded, coached, closed, and every account known.
Click Invoke on any skill to see the full recipe.
Account Intelligence
6 ACTIONS
Single account deep-dive or full portfolio triage - stakeholders, engagement, risks, expansion, and account brief.
- ·Build account profile and stakeholder map
- ·Analyze engagement across channels
- +4 more
Builds: Account Profiles · Stakeholder Maps · Engagement Analysis +5 more
Meeting Intelligence
6 ACTIONS
Recording, transcription, AI recap, action item extraction, deal updates, follow-up drafts, coaching metrics, prep briefs.
- ·Configure auto-recording for external meetings
- ·Run transcription with custom glossary
- +4 more
Builds: Meeting Recordings · Transcripts · AI Recaps +3 more
Win/Loss Analysis
7 ACTIONS
Winning patterns, deal killers, competitor intelligence, battlecards, quarterly win/loss report.
- ·Pull closed deals and meeting transcripts
- ·Identify recurring winning patterns
- +5 more
Builds: Win/Loss Analysis Reports · Competitive Battlecards · Deal Killer Patterns +2 more
Sales Coaching & Performance
6 ACTIONS
Discovery/Demo/Negotiation scorecards, rep benchmarks, skill gap analysis, weekly coaching cadence, coaching ROI dashboard.
- ·Build scorecards for Discovery, Demo, and Negotiation
- ·Set rep benchmarks for talk ratio, question frequency, next steps
- +4 more
Builds: Coaching Scorecards · Rep Performance Benchmarks · Skill Gap Analysis +2 more
How it works
A consistent pattern across every skill.
The Account Executive joins the call
Auto-recording with consent notification. Speaker-labeled transcription with a custom glossary for your product terms.
Structured summary is generated
Decisions, action items, objections, and sentiment, extracted and formatted for your CRM within minutes of the call ending.
CRM updates without you
Deal timeline updated, follow-up tasks created, and outbound email drafted for rep review. No manual entry.
Account intelligence surfaces on demand
Name an account or run your portfolio: stakeholder map, health score, and expansion signals, formatted for your next call.
Coaching insights surface patterns
Talk-to-listen ratio, question frequency, and objection handling, tracked across your team over time.
Questions? Answered.
Explore the other 6 specialists
Account Executive is one of 7. Each agent owns a piece of the GTM motion, from research and outreach to lifecycle and revenue ops.
