AI sales-assist inside existing tools (no new app)

Problem

Reps wasted time digging context, notes were inconsistent, and follow-ups slipped because the workflow wasn’t in their tools.

Context & constraints

• Reps operate in Slack + CRM; no appetite for another app
• Permissions vary by team and segment
• Summaries needed redaction and traceability
• Assistant required feedback loops to avoid noise

Approach

• Design the interaction surface inside Slack/CRM (what shows up, when, and for whom).
• Use permission-aware retrieval + redaction to keep summaries safe.
• Log outputs and add feedback loops so the assistant improves without creating noise.

What Shipped

• Deal/lead context cards and summaries tied to CRM records
• Next-step and follow-up drafts with guardrails
• Slack-based handoffs and exception routing
• Feedback signals to tune summaries and reduce false positives

Operational outcomes

• Less context-switching through in-tool summaries
• More consistent follow-up through drafted next steps
• Permission-aware retrieval reduced leakage risk
• Feedback loops reduced false positives over time

Governance & Safety

• Permission-aware retrieval
• PII redaction
• Audit logs for outputs
• Human override and feedback controls