then click Generate email
Ask about contacts, activity, tasks, deal signals, and competitive intel for your active account.
Select an account — the AI recommends the best format based on their AI journey stage. You can choose any format at any time.
Move accounts left-to-right as the co-sell motion progresses. Changes save automatically to this browser.
| Account | Stage | Pipeline | Close | AI readiness | Actions |
|---|
Drag & drop a CSV file or click to browse
Columns: Company, Stage, ARR, CloseDate, AI_MaturityScore
| Account | Stage | ARR | AI intent | Last activity | Risk |
|---|
Ask the AI about pipeline health, rep signal activity, forecast risk, deal velocity, AI email engagement, and team coaching opportunities.
| Account | Rep | Stage | ARR | Close | Maturity | Emails sent | Risk |
|---|
AI-ranked from your CRM data and connected channels.
AI scans news, press releases, earnings calls, job postings, and executive announcements relevant to your accounts' AI journeys.
AI scans for news, press releases, earnings call statements, job postings, and executive announcements relevant to your accounts' AI journeys.
Live AI intent signals across all accounts in the team pipeline — surfaced from public sources.
| Name | Role | Reports to | Status | Actions | |
|---|---|---|---|---|---|
| Loading users… | |||||
Upload industry briefs, email examples, product sheets, GPU sizing guides, competitive battle cards, or any reference material. The AI will automatically extract, tag, and inject relevant context into every output — briefs, coaching, emails, and outreach.
Enter a customer scenario to see exactly what knowledge chunks the AI would inject into that prompt. Useful for verifying documents are being used correctly.
Authorize SalesNow once at your Microsoft tenant. After that, reps can join customer meetings with one click and Live Call Assist will surface answer cards, discovery questions, and citations in real time as the customer speaks — same pipeline as the demo, just wired to real Teams audio.
One-time setup. Steps 1-2 require a Microsoft 365 global admin. Steps 3-5 happen automatically once consent is granted.
How SalesNow's bot appears in meetings and which Graph permissions it requests.
Toggle which reps can invoke the bot for customer meetings. Reps still control on a per-meeting basis whether to enable LCA.
When SalesNow detects a calendar invite for a customer meeting (matched to an active Account Book deal), should the bot auto-join?
Two-party consent states (CA, FL, IL and 9 others) require participants to be notified of recording/transcription. These controls satisfy that obligation.
Audio captured from per-participant streams is transcribed in real time. Pick your STT provider — affects latency, cost, and language coverage.
Last 10 meetings where the bot joined. Full audit log available under Audit Log.
Overnight, scan each rep's connected channels for any mention of an account in their Account Book. The AI classifies signal vs. noise and surfaces only what they'd want to know before their next interaction — landing as cards in their Daily Briefing the next morning. Each connector is opt-in by the admin, with per-rep opt-out.
- Reps can opt out of any channel scan from their own Preferences
- The AI only sees messages that match an account in the rep's Account Book — never their full inbox
- Message bodies are processed inline, never persisted — only the classifier's signal-vs-noise findings are stored
- Full audit log of every scan run, available under Audit Log → Cross-channel scans
- Reps can mark any surfaced card as "noise" to train the classifier away from similar items
Configure nightly background sweeps so reps open their briefing with fresh AI-scanned signals already waiting — news, employee posts, intent signals, and hot account flags — without needing to manually refresh anything.
pip install apscheduler. Add SMTP_HOST, SMTP_USER, SMTP_PASS to .env for email digests. Teams notifications require a TEAMS_WEBHOOK_URL per rep in user config.
Connect external systems. OAuth tokens are stored server-side — users are never exposed to credentials. Configure credentials in your .env file before connecting.
2. Set callback URL:
http://localhost:5000/auth/salesforce/callback3. Add to
.env: SF_CLIENT_ID, SF_CLIENT_SECRET
2. Set callback URL:
http://localhost:5000/auth/microsoft/callback3. Add to
.env: MS_CLIENT_ID, MS_CLIENT_SECRET, MS_TENANT_ID
auth/users.py and auth/microsoft.py. The scaffolding is already in place.
Select your AI persona — this shapes every output the AI generates: deal coaching, outreach emails, engagement invitations, and one-pagers.
Your AI communication style is applied across all outputs — how the AI coaches you, drafts emails, handles objections, and builds engagement invitations.