Scale consistent, high-impact coaching across complex organizations. AI Roleplay enables admins and managers to create tailored sales simulations at scale, using Genie Assistant to instantly turn existing content into realistic practice scenarios.Accelerate content application. Use Genie Assistant to transform whitepapers and technical docs into comprehensive roleplay scenarios in seconds, ensuring simulations always reflect your latest brand messaging. Empower localized agility. Remove bottlenecks by giving division-level leaders the autonomy to build and deploy region-specific practice sessions that use local case studies and address unique market objections. Prove team readiness. Gain clear visibility into performance with "My Team" dashboards and video recordings, allowing managers to identify specific skill gaps and provide data-backed coaching before the actual meeting.  Available to customers on:Legacy packaging: Advanced & Expert AI Bundle (add on)eOS packaging: Advanced & Expert AI Bundle (add on) Note: This feature requires a new data sub-processor agreement. Data residency and processing are US-based only.

Transform conversations in the field into actionable intelligence. Field Meeting AI instantly converts what was said and presented during in-person meetings into structured summaries, CRM updates, and follow-up emails. Maximize selling time. Save sellers five hours of busywork per week to meet with more customers by automating manual note-taking and follow-up admin. Eliminate forecasting blind spots. Get near real-time visibility into pipeline reality by having field activities organized into structured, high-quality data in your CRM. Unlock critical insights. Adapt your strategy to market changes faster by better capturing competitor intelligence and technical nuances that usually stay trapped in a seller’s head.   Available to all customers on:Legacy packaging: Expert AI Bundle (add on)eOS packaging: Expert AI Bundle (add on) Note: This feature requires a new data sub-processor agreement. Data residency and processing are US-based only. This release is optimized for the iOS mobile workflow and currently supports Salesforce as the exclusive CRM integration.

Fast-track the work that wins. Genie Assistant is every seller’s personal expert AI companion. Simply by chatting with secure, governed AI agents, sellers get trusted answers and complete deal-winning tasks in seconds. Accelerate seller performance. Turn every seller into an instant expert with on-demand support to answer complex buyer questions and handle objections with confidence. Reduce sales cycles. Make sure buyers always get fast responses with personalized follow-ups, Shared Spaces, and Collections generated in seconds. Maximize content ROI & message compliance. Activate your entire content library, serving the perfect, customer-safe answers and assets to sellers in the moments that matter.   Available to all customers on:Legacy packaging: All packages AI Bundle (add on)eOS packaging: All packages AI Bundle (add on)

Guarantee transparency and accountability over critical sales assets. The Audit Log provides a real-time, centralized history of who changed what, when, and how (including API updates) directly within the Asset Detail Panel. Ensure regulatory compliance. Meet strict compliance and legal requirements with an indisputable trail of every modification. Maintain a "single source of truth". Instantly investigate unexpected changes or removals to eliminate operational guesswork when trying to trace back changes. Demonstrate sophisticated data integrity. Demonstrate enterprise-grade workflows to key security-conscious stakeholders and external auditors.   Available to customers on:Legacy packaging: All customers eOS packaging: All customers