Private AI for account executives.

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.

Draft a proposal outline from approved customer requirements

The supporting records include discovery notes, approved pricing and proposal templates.

The account owner approves commercial terms.

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.