AI sales assistant
An AI sales assistant for every stage of the conversation.
Gen-X is an AI sales assistant for prospect research, outreach, meeting preparation, follow-up, and pipeline coordination across one connected workspace.
Use AI across the work surrounding every sales conversation.
The assistant becomes more useful when research, outreach, meetings, tasks, and pipeline share context and clear review points.
Research prospects and accounts
Bring relevant prospect, company, campaign, and pipeline context into the work a seller is preparing.
Draft outreach with context
Prepare editable messages grounded in the audience, account, and commercial goal already visible in the workspace.
Prepare for sales meetings
Summarize account context, open questions, recent activity, and priorities before a conversation begins.
Capture decisions and follow-up
Turn meeting notes and conversation outcomes into concise summaries, tasks, and owned next actions.
Recommend the next action
Use connected workflow context to surface the work that deserves attention across outreach and pipeline.
Keep human review visible
Let sellers inspect, edit, and approve customer-facing output at the points where judgment matters.
A connected workflow from intent to action.
Bring the context together
Connect the prospect, account, campaign, meeting, and pipeline information relevant to the current task.
Prepare the next action
Generate a research summary, editable draft, meeting brief, task, or follow-up recommendation.
Review and improve
Let the seller approve important output and use corrections to strengthen the operating workflow.
Relevant preparation
Start each action with the context already available.
Connected account and workflow information reduces repeated research and gives sellers a stronger starting point for customer-facing work.
Summarize the audience, account, and recent activity before drafting.
Ground personalization in visible prospect and company information.
Keep important customer-facing messages editable and reviewable.
Reliable follow-through
Carry decisions from the conversation into execution.
Meeting outcomes become valuable when owners, commitments, and unresolved questions stay visible in the work that follows.
Capture concise summaries, decisions, and open questions.
Create tasks and follow-up from explicit meeting outcomes.
Keep pipeline work aligned with the latest customer context.
Practical ways to get value sooner.
Pilot one complete workflow
Measure the assistant from preparation through follow-up so time savings and quality can be evaluated together.
Keep evidence visible
Sellers should be able to inspect the information behind summaries, drafts, and recommended actions.
Measure accepted work
Track accepted drafts, accurate summaries, completed follow-up, and qualified outcomes alongside time saved.
Frequently asked questions
Give every seller an assistant with sales context.
Connect research, outreach, meetings, tasks, and pipeline work so the next action starts with relevant information.
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