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.
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; the Analyst 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 →