Give AI agents access to your account plans and proposals
Previously, important customer documents like account plans, proposals, and contracts lived in separate systems, disconnected from your CRM and invisible to AI. Now, attach documents directly to accounts, contacts, deals, and leads so your AI agents can access them when preparing for meetings, drafting emails, or answering questions.
Ask "What's our account plan for Acme Corp?" and AI references both your CRM data and the actual account plan document you uploaded.
Learn more about Documents →
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