AGENTIC SALES PLATFORM

Give your Sales Team an autonomous selling system.

AI sales agents that combine judgment with enterprise data to engage and follow through on every opportunity, so your team can 10x engagement, coverage and conversion.

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AI SALES AGENTS / ACCOUNT FEEDIllustrative account

Every account, one feed of agent work.

Debrief

Voice

Meridian · After the discovery call

“Good call. Their operations lead wants in on the next meeting, and they let slip they’re talking to a competitor.”

0:48Voice debrief from the mobile app

Signals

From the debrief

New stakeholder

Next meeting

Competitor mentioned

AI Sales Agents

Switched on

Stakeholder MapWaiting

Follow-Up DraftingWaiting

Competitor ResearchWaiting

Your feed

0 new

Stakeholder MapOperations lead addedThe new stakeholder from the debrief, placed in the buying group.

Follow-Up DraftingFollow-up email draftedConfirms the next meeting and invites the operations lead. Ready for you to send.

Competitor ResearchCompetitor brief readyWhat the competitor offers, and how to answer it on the next call.

Auron agentsFrom discovery to follow-through

01 · IdentifyWeekly scanMeridian

Discover the accounts worth chasing, and the reason to call.

Meridian is opening a site in Leeds and just hired a new COO.

Trigger event flagged
Whitespace found in Leeds
Add Leeds to the account plan
Approved
Intro path to the new COO mapped

Monday starts with a reason to call.

THE MOMENTS THAT GET LOST

Small moments. Real consequences.

On the day, none of these look like a problem. A reply slips to Monday. A CRM field stays blank. A quarter later the deal is gone, and nobody can say why. AI Sales Agents pick each one up after the call.

On the call: Every commitment and warning sign
In review: A handful of calls, weeks too late
In the CRM: Only what someone remembers to type

Meridian · Discovery call
EV
Eva, buyer12:48
Let’s get the proposal over by Thursday.
No owner
Follow-Up DraftingAgent
Follow-up email drafted for Thursday. Ready for you to send.
01 / Follow-through
The follow-up that never happens.
Both sides agree on a next step. The call ends. Nothing moves.
The deal stalls without anyone deciding to stall it.
Northwind · Champion
SA
Sam, champion18 days ago
Let me check with the team and get back to you.
No reply since
Champion RiskAgent
Champion has gone quiet. Risk to the deal written up.
02 / Buyer signal
The champion who goes quiet.
Engagement drops a little each week, and nobody connects it to deal risk.
The first warning anyone sees is the closed-lost notice.
Halcyon · Discovery call
YO
You12:48
What’s driving that timeline?
Worth revisiting
Coaching NoteAgent
Coaching note ready on the timeline question.
03 / Coaching
The coaching moment that gets missed.
The evidence for better discovery and objection handling sits in recordings nobody reviews.
The same mistake repeats across the team for another quarter.
Brightline · Closed won
AL
Alex, account executiveMon
Handing Brightline over to customer success.
Context not captured
Customer HandoverAgent
Handover written, with the relationship context.
04 / Handoff
The handoff that loses the story.
The next person gets the record, but not the context behind the relationship.
The customer explains themselves again to someone new.
Meridian · Opportunity
YO
YouTue
Moved to Negotiation. Next step: send proposal.
Reason not captured
Gap TrackerAgent
Found what the record is missing, from what was said on the call.
05 / Revenue data
The CRM that captures the field, not the context.
A few structured fields survive. The reasoning and evidence behind them do not.
Pipeline review runs on labels instead of what was said.
Oakridge · Pricing call
PR
Priya, buyerWed
We’ll need to revisit the timing internally.
Forecast unchanged
Forecast CheckAgent
Buyer flagged timing. The forecast has not moved.
06 / Forecast
The forecast that hears it last.
The risk shows up in customer conversations weeks before it reaches the forecast.
The number moves weeks after the customer flags it.