Available now

From conversation to closed deal — guided by AI

Interactions transforms emails, meetings, and CRM into a living context per deal and account. AI workflows drive next actions, prepare meetings, detect risks, and ensure zero context loss during handoffs.

Opportunity & account workspaces
AI-guided next actions with sources
Zero-loss handoffs & onboarding
Measurable results

Measurable execution impact

Teams using Interactions see immediate improvements in deal velocity, forecast quality, and rep productivity.

+30%

Forecast accuracy

Signal-based deal health, not gut feeling

-80%

Handoff time

Full context transfers automatically

+25%

Deal velocity

AI-guided next actions accelerate deals

+35%

Rep productivity

Less admin, more selling

Core capabilities

Everything you need for deal execution

A complete execution layer that turns conversations into closed deals.

Email Intelligence

Capture and analyze email exchanges automatically. Surface commitments, objections, action items, and stakeholder signals from every thread.

Meeting Insights & Deltas

Transcribe, summarize, and track what changed between calls. AI highlights new risks, new stakeholders, shifted timelines, and unresolved objections.

AI-Guided Next Actions

Based on deal stage, buyer engagement, and conversation history — AI recommends prioritized actions with justification and sources.

Meeting Prep

Auto-generated briefs: what changed, what was promised, who's involved, questions to ask, objections to anticipate, and proof to bring.

Zero-Loss Handoffs

When accounts change hands (sales→CS, rep transitions, long deals), an intelligent brief + contextual chat transfers everything. No knowledge walks out the door.

Management & Forecast

Weekly deltas per deal, signal-based pipeline reviews, confidence scoring with explainability. Managers pilot on observable signals, not CRM storytelling.

Knowledge + Interactions

Better together

Knowledge governs your truth. Interactions drives your execution. Together, they form a real-time revenue enablement system.

Knowledge feeds Interactions

The right content, playbooks, and proof surfaces in deal workspaces — based on deal stage, buyer persona, and conversation context.

Workflow-first AI

AI uses your content and deal history to drive next actions, prepare meetings, map stakeholders, and flag risk signals — all sourced and explainable.

Interactions improves Knowledge

Usage signals from deals flow back to enablement. You know which content appears in winning deals, which is ignored, and where the gaps are.

Frequently asked questions

Interactions connects to your email (Gmail, Outlook), calendar, meeting tools (Zoom, Teams), and CRM (Salesforce, HubSpot) to capture the full context of every deal.
Absolutely. We only capture metadata and AI-processed summaries related to deal context. Your personal emails are never stored. All data is encrypted and GDPR compliant.
Yes, Interactions works standalone. But together with Knowledge, you get the full system — governed content plus guided execution.
Interactions connects to your email and calendar in minutes via OAuth. CRM sync takes about an hour. Most teams are live within a day.

Ready to execute deals, not just track them?

See how Interactions turns conversations into context, context into actions, and actions into closed deals.

Response within 24hNo spam20 min discovery