SDRs and BDRs
A handoff the AE can use.
The answers from your discovery call reach the AE with the call they came from, so nobody asks the buyer twice.
Sell more. Type less.
brAIn remembers every call and every promise made on it, then writes your follow-ups, updates Salesforce and preps your next call. For AEs, SDRs, solutions engineers and customer success.
-
On the call, March 12
“Can you send pricing for our EU team by Wednesday?”
Dana, buyer at Acme Freight
-
brAIn caught a follow-up you owed
Send Dana pricing for the EU team
You, due Wednesday
-
June 3, account handoff
Acme Freight moves to customer success
The follow-up moves with it
-
Before the renewal call
Email Dana: “EU team pricing”
ApproveEdit
Built for the deals that are hard to keep straight.
A promise is anything someone on a call says they will send, check or do. Here is where one breaks, and where brAIn catches it.
-
The promise nobody inherited.
- MarchAE promises SSO to the CISO
- JuneAccount handed off, promise left behind
- RenewalbrAIn brings it to the new owner first
The promise belongs to the account, not the person, with the call it came from.
-
Three conditions, three calls, one signature.
- CFOThree-year price lock
- IT leadEU data residency
- ChampionPilot success criteria
- Ask“What does Halcyon need to sign?”
One answer names all three conditions, who raised each one and where.
-
The date that decides the quarter.
- Week 1“Our budget freezes June 30”
- Week 6Still stage three, the date in no field
- Next callThe date is back in your prep
Dates a customer says out loud are kept with who said them.
-
The fix that was promised, not sent.
- QBRRoot-cause write-up promised
- Week 2Ticket closed, write-up never sent
- Day 60Still open on two people's lists
A promise stays open until a later call or email closes it.
What changes for you.
Win more deals.
Everything a buyer asked for, on any call, in one answer before your next meeting. Nothing slips through.
Get your evenings back.
Recaps, follow-up emails and CRM updates are drafted for you after every call. You just approve them.
Never walk in cold.
Prep for every call, built from every earlier call, even on accounts you just inherited.
Nothing goes to a customer until you approve it.
Weekly roadmap sync
From this meeting
Pick a question
1 of 3
[Logo][Logo][Logo][Logo][Logo]
Your team sells. brAIn keeps the account.
Everyone gets their own brAIn, from the first call to the renewal.
Account executives
Follow-ups that go out the same day.
brAIn drafts the follow-up in your own voice and sends it when you approve.
Customer success
Walk into the renewal knowing the account.
Prep pulls where the account stands, what each side still owes and what to ask, from every earlier call.
Solutions engineers
The technical asks, before the call.
Ask what the customer needs, who owns the security review and what changed since the last call.
On video, on the phone or in the room.
brAIn Recorder, for Mac and Windows, captures the call on any call app, transcribes it on your computer and sends only the text. The brAIn mobile app keeps it all in your pocket. Nobody types notes.
The busywork is built in.
Records, recaps, prep and ramp come straight from the calls, so your operations and enablement teams do far less by hand.
The workBy hand todayWith brAIn
CRM kept current
Reps are chased to update fields after calls.
Next steps, contacts and dates are proposed for Salesforce, HubSpot or Dynamics 365 after each call. The rep approves with one tap.
Recaps and follow-ups
Call notes and recap emails are written from memory.
Every call ends with a recap and a follow-up drafted in the rep's voice, waiting for approval.
SDR-to-AE handoff
Discovery notes written from memory.
The AE gets the qualification answers from the SDR's call, with the call they came from.
Deal and account prep
Briefs are assembled from old notes before big calls.
A prep pack arrives before every call: where it stands, what each side owes, what to ask.
Account handoffs
Handoff documents and transition calls, with gaps.
The account's context and open promises pass from sales to solutions to success.
New-hire ramp
Weeks of shadowing to learn a book of accounts.
A new hire asks about any account and gets the answer from every earlier call, with the source.
Playbooks
Documents that fall out of date within a quarter.
The questions customers ask and the answers your team gave, kept current from real calls.
For RevOps, your admin chooses what brAIn may do in each tool. Every change to a record waits for the rep's approval, and every action is written to an audit log.
Enablement that learns from every call.
What your best people say to customers stays with the team, ready for the next person who needs it.
The account moves. Its promises move with it.
Each person's brAIn knows its part of the account. Personal notes stay private.
Sales
Wins the deal.
Keeps what was promised in discovery, the demo and the negotiation.
Hands on the 40-seat pilot and the SSO promise.
Solutions
Proves it works.
Knows the technical asks, the security review and who owns each step.
Hands on the rollout plan and its open questions.
Success
Grows the account.
Starts on day one with every promise already made, so the customer never repeats themselves.
Keeps every promise through to the renewal.
Leaders get the same memory.
For staff meetings, 1:1s and reviews. Next in line after revenue teams.
Every promise on one page.
What you promised, what's owed to you and what's open between others.
Ready for any meeting in a minute.
The short version, the questions to ask and what's still open.
Answers you can check.
Every answer names the meeting it came from.
It keeps the record. You keep the customer.
Four steps. Nothing to type.
Remember: calls arrive1 of 4
Step 1
Listens.
Every call, on any call app, through brAIn Recorder.
Step 2
Connects.
Each promise is tied to the account and the person who owns it. Unsure who? It asks you with one tap.
Who's doing this? Set up the security review call
Step 3
Answers, with the source.
Ask in plain words. Every answer says which call it came from.
From: Acme Freight renewal call, today
Step 4
Waits for your approval.
It drafts the follow-up. Nothing reaches a customer until you approve it.
Waiting for your approval: Email Dana, “SSO rollout timeline”
Works with the tools your team already uses.
- Salesforce
- HubSpot
- Microsoft Dynamics 365
- Gmail
- Google Calendar
- Slack
- Chrome
- brAIn Recorder for Mac and Windows
- brAIn mobile app
- Your company's own tools
Nothing goes out without your approval.
Each rule, and how brAIn keeps it.
How it's enforced
Every record carries your company's ID, and it is checked on every request. brAIn's memory is partitioned per company on the server, never from what a request says.
No other company using brAIn can read your data.
How it's enforced
One gateway checks every action brAIn takes. Emails to others, changes to existing items, closing and deleting always wait for your Approve.
Only small changes that affect just you run on their own, like adding a commitment you own: at most 20 a day, each logged with Undo.
How it's enforced
Before a line is saved, code checks each name, number and date against the stored meetings and documents. A line it can't back is left out.
No date reads “no date”. No owner reads “Who's doing this?”. brAIn never fills a gap with a guess.
How it's enforced
Personal memory is visible only to you. When you ask brAIn in a Slack channel, it answers only with what you could share from meetings.
Never the private parts of a meeting, your notes or your earlier chats.
How it's enforced
Emails, web pages and tool descriptions are stored as facts with their source. They can't create or change brAIn's skills or instructions.
A skill imported from outside waits until a person approves it.
How it's enforced
Keys and tokens are encrypted at rest, masked in every log and never put in a prompt.
For browser tokens, brAIn keeps only a fingerprint, never the token itself.
How it's enforced
brAIn uses AI models only under zero-data-retention terms, and sends only the text a task needs.
No ads, no analytics trackers, and your data is never sold.
How it's enforced
Tool calls, approvals, changes, questions and deletions are written to an audit log.
Delete any meeting, fact or conversation, or all of brAIn's memory, from Settings.
Arriving in early 2027.
Revenue teams first, then the leaders and managers around them.
Now
Join the waitlist.
Leave your work email, company and role, and we'll keep you posted as the rollout gets closer.
Before launch
Design partners.
A small group of teams shapes brAIn with us before launch, at a deep discount.
Early 2027
Rollout.
brAIn opens to revenue teams, then to leaders and managers across the company.
One platform fee, and one price per person.
Platform
For your company
Your company's sealed space, connections, admin, the audit log, and the operations and enablement work built in.
Per person
For each person
One brAIn for each person who uses it: their calls, promises, prep, follow-ups and answers.
Design partners
Deep discounts
Teams that help shape brAIn before launch get a deep discount.
Join the waitlistQuestions, answered.
When can we start?
brAIn rolls out in early 2027, to revenue teams first. Join the waitlist below and we'll keep you posted. A small group of design partners starts before launch.
Do I need my company to sign up?
No. Anyone can join the waitlist. brAIn is bought by a company, so when your team wants to try it, we work with the people you choose, and only with your OK.
What exactly is brAIn?
An AI assistant for each person on your team. It learns your role from your calls and meetings: your accounts, who you work with, what you own and how you write. Your brAIn works for you, and its personal memory is visible only to you.
How does brAIn reduce sales operations and enablement work?
It does the work from the calls themselves: it proposes CRM updates, drafts recaps and follow-ups, builds prep before every call, passes accounts between sales, solutions and success, and answers new hires' questions about any account with the source.
Can brAIn send email or update the CRM on its own?
No. An email to anyone other than you, a change to a record, and closing or deleting anything wait for your approval, in brAIn or in Slack. brAIn does small things that affect only you on its own, like adding a commitment you own: at most 20 a day, each with Undo.
Where do calls and meetings come from?
From brAIn Recorder for Mac and Windows, which records any call app, transcribes on your computer and sends only the text. You can also paste notes from a call you weren't on.
Is the call recorded, and what about consent?
Yes. brAIn Recorder records the call on your computer, turns it into text there and sends brAIn only the text. A recording sign stays on screen the whole time, and when a recording starts on its own you get a notification, so it never records silently. Telling everyone on the call that you're recording, and getting their OK where it's needed, is up to you.
Which CRMs does brAIn work with?
Salesforce, HubSpot and Microsoft Dynamics 365, from launch in early 2027. After each call brAIn proposes the updates, and nothing changes in your CRM until you approve it.
Which tools does brAIn connect to?
Your CRM (Salesforce, HubSpot or Dynamics 365), Gmail, Google Calendar, Slack and Chrome, plus your company's own tools. Your admin chooses what brAIn may do with each one.
How is our data kept apart from other companies?
Each company has its own sealed space. Every record carries your company's ID, and it is checked on every request, so no other company using brAIn can read your data.
Do the AI models keep our data?
No. brAIn uses AI models only under zero-data-retention terms and sends only the text a task needs. brAIn doesn't sell your data, show ads or use analytics trackers.
Does brAIn read our Slack channels?
No. It reads only the messages you send to it: your direct messages to brAIn and your @brAIn mentions.
Can we delete what brAIn knows?
Yes. Delete a call, a fact or a conversation, or all of brAIn's memory, from Settings.
How much does it cost?
A platform fee for your company plus a price per person. Prices aren't set yet. Design partners get a deep discount. Join the waitlist and we'll share the details.
Join the waitlist for early 2027.
Join on your own. We'll keep you posted on the rollout, and when your team is ready to try brAIn, we'll work with the people you choose.
Leading a team? Tell us in the form and we'll talk about becoming a design partner.
Built in San Jose, California, by founders with 50 years of combined experience in AI.
Prefer email? hello@intelibot.ai