Sales intelligence RAG
Give reps an assistant that pulls from playbooks, call transcripts, and CRM notes to prep for calls and follow-ups.
The Problem
Information scatters across tools; reps re-learn the same stories each quarter.
Our Approach
Private corpora per team, retrieval with source links, and optional sync from call recording platforms where policy allows.
How it works
We catalogue playbooks, win/loss notes, call transcripts, CRM activity, and competitive intel — and decide which to ingest, refresh frequency, and access boundaries.
Each sales team gets a private vector index scoped to their region or product line — retrieval never crosses team boundaries unintentionally.
Every assistant answer cites the source (call transcript, playbook section, CRM note) with a deep-link the rep can verify in one click.
When a meeting is created, the assistant assembles a two-page brief: account history, last conversation summary, open opportunities, recent product changes relevant to the buyer's stack.
Post-call, the assistant drafts the follow-up email and updates CRM notes with the discussed topics, surfaced for rep approval before saving.
Won and lost deals are reviewed quarterly; the playbook corpus is updated; new objection-handling patterns are added to the retrieval set.
Frequently asked questions
Where do call transcripts come from?+
Gong, Chorus, and Fathom are the common sources; we sync via API where the client's commercial agreement allows. Direct meeting recordings (Zoom, Teams) are an alternative.
How do you stop sensitive data leaking across teams?+
Each team has a private vector index with metadata filters; retrieval is scoped at query time and access is enforced at the API layer, not just the UI.
Will reps actually use it?+
Adoption depends on placement. We integrate the brief into existing meeting prep flows (Calendar, Salesforce activity timeline) so reps get the value without changing tools.
Does it work for inbound and outbound motions?+
Yes. For outbound, the assistant briefs reps on prospect company, recent funding/news, and prior touches. For inbound, it surfaces account history and previous conversations on first response.
Typical stack
Results you can expect
Call prep time reduced from 45 minutes to under 8 minutes
New rep ramp time cut by 35% — playbook knowledge instantly accessible
Win rate on accounts using the assistant up 22% after 90 days
CRM note quality score improved 40% (completeness + accuracy)
Example locations
Industries
Integrations
Typical timeline
Live in 21 days
From kickoff to a feature-flagged production rollout for a single channel. Multi-channel and regulated deployments take longer; we always agree the cut-off date in the SOW before any code is written.
“The unlock with sales intelligence rag is not the model — it's the evaluation harness, the escalation path, and the audit trail. We build all three from day one so the system holds up under real workload, not just the demo.”
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