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ASK for Sales

Walk into every call already prepared.

Account history, e-mails, calls and approved product material in one place. A Buddy prepares your day, and agents draft the follow-up for your approval.

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ASK

Ask anything about your company…

Your team asks

  • What did Northwind ask on our last call?
  • Which of my deals close this month?
  • What is our standard discount for 200 seats?

Answers come from

  • Salesforce
  • HubSpot
  • Gong
  • Outlook / Exchange
  • Gmail
  • SharePoint
Illustration with sample data.

Permission-aware by design. Every answer for sales teams comes only from what each person may open in the source systems, checked inside every search, before anything reaches the AI.

See how

What slows sales teams down

  • Account history is spread across the CRM, e-mail and call notes.
  • Meeting prep eats the hour before every call.
  • Product and pricing answers depend on who happens to be free.
  • Follow-up e-mails wait until the end of a long day.
  • Renewal dates slip because nobody saw them coming.

How ASK helps

A Buddy that prepares your morning

Your Buddy reads your pipeline, your calendar and the latest e-mails before you start, and tells you what needs you today, with sources.

  • Every working morning
  • From Salesforce or HubSpot, e-mail and calendar
  • You confirm what it remembers
ASK inbox

Good morning, Anna

(AI Max) for Anna Meier

  • Northwind call at 10:00: they asked about volume pricing 1
  • Contoso renewal ends in 45 days, no meeting booked yet 2
  • Fabrikam moved to the negotiation stage yesterday 3
  1. 1OutlookRe: volume pricing
  2. 2SalesforceContoso renewal
  3. 3SalesforceFabrikam opportunity
Illustration with sample data.

Meeting briefs in a minute

Before a meeting, ASK brings together the account record, open opportunities, recent e-mails and recorded calls you may open.

  • CRM, e-mail and call recordings
  • Every point cited
  • Shared only with people who may see it
ASK

Brief me for my 10:00 with Northwind.

AI-generated answer, with sources

Northwind runs a pilot with two teams and plans a wider rollout in Q3 1. On the last call they raised data residency and asked for volume pricing 2. The open quote is still in draft 3.

  1. 1SalesforceNorthwind account
  2. 2GongCall, 18 June
  3. 3SalesforceQuote Q-1182
Illustration with sample data.

The follow-up, drafted for you

After the call, an agent drafts the follow-up e-mail from your notes and the approved material, and saves it as a draft once you say yes.

  • From your notes and the call
  • Uses approved pricing material
  • Nothing is sent without you
Outlook

To: Northwind · After the 10:00 call

Follow-up draft

Thank you for your time today. As promised, attached is our data-processing overview 1 and the volume terms for 200 users 2.

  1. 1SharePointData processing overview
  2. 2SharePointPrice list 2026

Waits for your approval

Illustration with sample data.

Questions your team can ask

  • What did Northwind ask on our last call?
  • Which of my deals close this month?
  • What is our standard discount for 200 seats?
  • Find a case study for a retail customer.
  • Draft a follow-up from my meeting notes.

Agents, Buddies and workflows to start with

Ready-made templates come with ASK; the examples are built in minutes with the no-code builder. Anything that changes another system asks first.

  • AgentReady-made template

    Account briefing

    Before a meeting: the account's record, open opportunities, recent e-mails and related documents.

  • BuddyReady-made template

    My pipeline this week

    Every Friday summarises your open opportunities: stage changes, next steps and close dates.

  • BuddyReady-made template

    Renewal watch

    Every Monday lists contracts and opportunities you own that end in the next 90 days.

  • AgentReady-made template

    Follow-up e-mail drafter

    Drafts a follow-up e-mail from your meeting notes and saves it after asking you.

Works with the tools you use

ASK connects to 72 connector types, each with its permissions. These are the ones sales teams use most.

  • Salesforce
  • HubSpot
  • Gong
  • Outlook / Exchange
  • Gmail
  • SharePoint
  • Google Drive
  • Slack
  • Microsoft Teams
  • Highspot

Safe for every team

  • Permission-awareEach person sees only what they may open in the source.
  • Chats stay privateNo admin and no operator browses employees' chats.
  • Approvals firstChanges in other systems wait for approval.
  • Audit logSign-ins, admin changes and agent actions, append-only.
  • Labelled as AIEvery answer says it is AI and shows its sources.
How ASK handles security

See ASK for sales teams

We walk through ASK with the questions your team asks, the tools you use, and what your admins control.

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