Sidekick Sales
A sales-enablement copilot that knows your product, your past deals, your win-loss notes, and your case studies — and answers your reps' real-time questions during prep, calls, and follow-ups.
What you get
A search bar (or Slack bot) for your sales team. 'What's our answer to objection X?' 'Which case study fits this prospect?' 'How did we handle the security review last time?' The copilot pulls from your product docs, past deal notes, win/loss reviews, competitive intelligence, and customer references — and answers in a way that's actually usable on a live call.
What makes it different
Most 'sales enablement' tools are content libraries that don't get used because finding the right asset is harder than just guessing. Sidekick Sales is the opposite — it's a question-answering tool grounded in your real sales artifacts, with citations so the rep can verify the claim and pull the underlying source if needed. The reps use it because it's faster than asking a senior rep in Slack.
What it can do for you
Compress the time between a question and a confident answer during prep, on calls, and in follow-ups. Surface the case studies and references that fit the prospect, not just the most-recently-uploaded ones. Catch when reps are using stale messaging. Track which questions don't have good answers — that's where your enablement team writes next.
- Search bar + Slack bot + browser extension surfaces
- Knows your product, past deals, win-loss, references, competitive
- Cites sources so the rep can verify
- Detects stale messaging
- Gap detection on questions without good answers
- Integrates with Salesforce, HubSpot, Notion, Drive, Highspot, Seismic
- Per-rep usage analytics
- Audit + governance for what's exposed
Who it's for
Sales orgs where the messaging changes faster than reps can keep up, where senior reps spend too much time answering juniors' questions, and where the enablement team writes content nobody finds. Particularly valuable for B2B with complex products and long sales cycles.
How we ship it
Typical deployment is 3-4 weeks. We connect your sales artifacts (CRM, content library, past deal notes), configure the search bar or Slack bot, run a pilot with a single team, expand once usage proves itself.
Questions people actually ask
Will reps actually trust it on a live call?
That's why every answer cites its sources — the rep can verify the claim and pull the underlying case study or deal note in one click. It also flags stale messaging, so a rep isn't confidently repeating last year's positioning. What it won't do is invent an objection response your artifacts don't support.
Does it write to our CRM or change anything on its own?
No. Sidekick Sales is a question-answering tool: it reads your product docs, past deals, win-loss reviews, and competitive intelligence, and answers with citations. What gets exposed to whom is governed and audited — but it doesn't update records or send anything on its own.
What does it take to get our team using it?
Access to your sales artifacts — CRM, content library, past deal notes — with integrations for Salesforce, HubSpot, Notion, Drive, Highspot, and Seismic. A typical deployment is 3 to 4 weeks: connect the sources, set up the search bar or Slack bot, pilot with one team, and expand once usage proves itself.
What do we get beyond faster answers?
A map of what's missing: the questions reps ask that have no good answer are tracked, which is exactly where your enablement team should write next. And since it runs on our owned stack, you can graduate to custom builds — automated follow-ups, deal-review agents — on the same connected foundation.
Frequently paired with
Related products
An internal 'ask anything' AI for your team — in Slack, Teams, or a web bar — that knows your docs, runbooks, HR policies, and ticket history, with identity-aware retrieval so employees see only what their role allows.
Meeting and call recordings in, structured summaries out — decisions, action items, follow-ups, sentiment — and writes back to your CRM, ticketing, or project tool through MCP rather than ending up as another note nobody opens.