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Assistant
Conversational interface to Per-Account Agents' knowledge and next-best-actions; drafts emails, preps meeting briefs, and guides reps on deal progression.
What is Assistant?
Conversational interface to Per-Account Agents' knowledge and next-best-actions; drafts emails, preps meeting briefs, and guides reps on deal progression.
Product typeCRM & Revenue Operations
Pricing · Enterprise Custom
Deployment
APINot available
What teams use Assistant for
per-account agent-driven revenue progression
sales intelligence and pipeline risk monitoring
automated account research and outreach drafting
Integrations and access
Platforms, integrations, and language support vary by plan and region. Confirm final requirements with the vendor.
Platforms
IntegrationsAPI and webhooks
Languages
Support
What reviewers say
Community reviewsReviews are owned and editable by their authors.
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Enterprise readiness
Compliance claims are normalized from current vendor documentation and independently reviewed by SOTA2.
SOC 2 Type II
ISO/IEC 27001
HITRUST CSF
AES-256
TLS
Secure subprocessors behind-the-scenes
Fault tolerant infrastructure
Clustered databases
Security event logging
Google Cloud hosting
Data retention:
Benchmarks and comparisons
Independent benchmarksStructured task results are being verified.
Side-by-side comparisonsComparison workspaces will be available in a later release.
