FEATURES

Five AI agents, one deal — and a book that tells you who’s next.

Each one owns a part of the call and writes what it learns into the same deal file, so the next one starts where the last finished. This is what each of them does.

Before the call

Planner Agent

Sets up the call you are about to have

Set who you are meeting and what you want out of it, through dialogue.
Everything after attaches to that one meeting — research, rehearsal, the live call, the record.
What it settles is written into the deal file the other agents read.

What Planner does →

Before the call

Intel Agent

Researches them into a briefing

One briefing in about half a minute, sources linked.
Found and inferred clearly separated, so you can verify the lines yourself.
Ask once — the meeting, the rehearsal and the call all reuse it.

What Intel does →

Before the call

Roleplay Agent

Rehearses the call you have coming

Rehearse the exact meeting on your calendar.
A counterpart with conditions to earn, built from your own research.
Out-loud reps, minutes before the real call if you want.

What Roleplay does →

On the call

Copilot Agent

The next move and Key Signals, in real time

The next move surfaced while the moment is still open.
Key Signals read live, under the words.
Cards only when they beat what you were about to say.

What Copilot does →

After the call

Debrief Agent

What moved, and what was committed

Every claim quotes the line it stands on.
The follow-up drafted from actual commitments, in the words said.
Honest figures — or none, when the audio cannot support them.

What Debrief does →

Between calls

Your Book

Who to contact this week, and why

Everyone you’re working — the ones who haven’t bought yet, and the ones who renew.
Bring it in from a spreadsheet export: the columns map themselves and you confirm every row. Nobody types four hundred customers.
A row says why it’s there: renews in 12 days, premium up 18%, one thing worth asking.
Decide before you call — what you’re leaving with, and the line you won’t go below. Copilot holds you to your own line, not to generic advice.
Every call leaves work behind — what was said that matters later comes back on the date it matters.

The deal file they share

There is one record per deal, and every agent reads and writes it. The Planner settles who you are meeting; Intel adds the briefing; Roleplay adds what you rehearsed; Copilot works from all of it live; Debrief writes what was actually said and committed.

Connect Salesforce or HubSpot and the open deal is read before every call, and the read logged after. Nothing has to be connected to start. See integrations →

Put them on your next call.

Try it free as a guest on a real call — then choose your plan.

Try NextSay See how it works