Private AI for business-development teams.

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 partner-meeting brief from approved account knowledge

The supporting records include approved relationship notes, proposals and partnership documents.

The team verifies commitments and negotiation positions.

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.