Private AI for account managers.

Carry the customer commitment into the next action

Identify requests and promised follow-ups, retrieve technical context and detect inconsistent account records.

Inputs: Consented sales conversations, authorised CRM records, approved pricing and product information.

From observation to completed task

Create CRM tasks and draft proposals within approved pricing and commitment limits.

Prepare a customer-review agenda from authorised relationship records

The supporting records include approved service reports, account notes and meeting records.

The manager verifies obligations and next steps.

The systems involved

CRM, speech and product-knowledge integrations with account permissions.

SOS AI configures the local models and tool permissions for this workflow. Actions in business software follow the authority you approve; uncertain cases and actions outside those limits go to the responsible person.

What a useful result must get right

Sales staff verify proposals and consent for outreach; no invented commitments or sensitive profiling.