Sales Assistant
A sourced account brief before every call.
Sales Assistant
Sales & CRM
- RuleDone:
A meeting is on today's calendar, the rep asks, or a deal reaches a prep stage.
- RuleDone:
It checks the rep is allowed to see the account in the CRM.
- RuleDone:
It gathers recent CRM activity, approved sales content and (optional) public pages.
- AIDone:
AI writes the brief; rules check every fact against its source.
- RuleDone:
The brief goes to the rep by Slack, email or CRM note.
- PersonWaiting for approval:Waiting for you
Optional: a follow-up draft for the rep to approve and send.
For example: An account executive at a 15-rep HR-software company has a 10:00 demo with a prospect.
Waiting for you. Nothing has changed yet.
Review for important actions. Customer-facing and record-changing actions are reviewed first.
What is Sales Assistant?
In shortSales Assistant is an AI automation for Sales & CRM teams that works with Gmail, Google Calendar, HubSpot, Outlook, Outlook Calendar and 2 more apps. Before each sales call, reps get a one-page account brief and agenda from your CRM and approved content, every fact linked to its source. It is built for head of Sales, account executives and SDRs, account managers and sales managers (review briefs).
Last reviewed
Key facts
- Department
- Sales & CRM
- Starts when
- Each morning for today's meetings with a CRM account, when a rep asks (Slack /prep or a CRM link), or when a deal moves into a prep stage
- Works with
- Gmail, Google Calendar, HubSpot, Outlook, Outlook Calendar, Salesforce, Slack
- Run modes offered
- Shadow, Draft, Assisted and Auto
- Human control
- Review for important actions
- Status
- Available now
The problem today
Before each call a rep opens 5–10 tabs: CRM timeline, past emails, notes, website, news and product docs. Today: 20–30 minutes per call, so prep is often skipped and calls start cold. Wrong claims such as "we already work with your sister company" damage trust.
What it does
Each morning it finds today's meetings with outside attendees that match a CRM account and prepares a brief for the rep. Reps can also ask on demand, and a brief is sent when a deal reaches a prep stage. The brief covers the account, history, promises we made, likely needs, stakeholders, an agenda, questions and risks, built only from the CRM, your approved sales content and, if you turn it on, the prospect's own public pages. On request it drafts a follow-up email that the rep approves and sends themselves.
How does Sales Assistant work?
How it works- Rule you set
- AI step
- A person decides
- Step 1Rule
A meeting is on today's calendar, the rep asks, or a deal reaches a prep stage.
- Step 2Rule
It checks the rep is allowed to see the account in the CRM.
- Step 3Rule
It gathers recent CRM activity, approved sales content and (optional) public pages.
- Step 4AI
AI writes the brief; rules check every fact against its source.
- Step 5Rule
The brief goes to the rep by Slack, email or CRM note.
- Step 6Person
Optional: a follow-up draft for the rep to approve and send.
What you get
Key features- Morning briefs at 07:30 in the rep's time zone (default), spread out to respect CRM limits.
- Every fact cites a CRM record, sales content passage or public page; unsupported facts are removed with a "some facts removed" note.
- Follows CRM permissions (Salesforce record access; HubSpot owner or team rules).
- Product claims only from approved content or your allowed-claims list; reference customers only from your approved list.
- Outlook drafts are saved in the rep's mailbox; Gmail users get a copy box.
- Thumbs up / down and "wrong fact" feedback for 48 hours.
How much does it do on its own?
Run modesPick a mode to see what Sales Assistant would do at each step.
Every automation starts in Shadow. Move it up when you are ready, and back down at any time. How run modes work
Sales Assistant in Shadow
Runs on real data and shows what it would have done. No app is changed and no message is sent.
- Rule
A meeting is on today's calendar, the rep asks, or a deal reaches a prep stage.
Watches for it
- Rule
It checks the rep is allowed to see the account in the CRM.
Runs on real data, read only
- Rule
It gathers recent CRM activity, approved sales content and (optional) public pages.
Runs on real data, read only
- AI
AI writes the brief; rules check every fact against its source.
Runs on real data, read only
- Rule
The brief goes to the rep by Slack, email or CRM note.
Runs on real data, read only
- Person
Optional: a follow-up draft for the rep to approve and send.
Shown to you as a suggestion
Shadow vs Auto for Sales Assistant
Auto is the most it can do on its own. Here is each step side by side.
| Step | Shadow | Auto |
|---|---|---|
| In short | Runs on real data and shows what it would have done. No app is changed and no message is sent. | Runs without approval, with limits, alerts and a kill switch. Unlocks after a trial period in Assisted. |
| Step 1A meeting is on today's calendar, the rep asks, or a deal reaches a prep stage. | Watches for it | Runs on its own within your limits |
| Step 2It checks the rep is allowed to see the account in the CRM. | Runs on real data, read only | Runs on its own within your limits |
| Step 3It gathers recent CRM activity, approved sales content and (optional) public pages. | Runs on real data, read only | Runs on its own within your limits |
| Step 4AI writes the brief; rules check every fact against its source. | Runs on real data, read only | Runs on its own within your limits |
| Step 5The brief goes to the rep by Slack, email or CRM note. | Runs on real data, read only | Runs on its own within your limits |
| Step 6Optional: a follow-up draft for the rep to approve and send. | Shown to you as a suggestion | Within your limits; anything outside them goes to a person |
| True in every mode | Never sends anything to a customer; the rep sends from their own mailbox. | |
What it will never do on its own
Safety & human control- Never sends anything to a customer; the rep sends from their own mailbox.
- Outreach drafts always need the rep's approval, in every mode, and always carry your footer (identity + opt-out).
- Never invents relationships, personal details (family, health, religion, politics, home location), discounts or other clients' names.
- No draft for accounts on legal hold or do-not-contact, or for opted-out contacts; no brief for competitor domains.
- Public research is off by default, own domain only (up to 5 pages), robots.txt respected, cached 7 days per client.
- You approve before it acts
- Your data stays yours
- It knows its limits
- Stop anytime
What will you see on your dashboard?
Results you can trackTargets are quality goals the automation is built to reach. Estimates are calculated from your own volumes.
- Target
Weekly active reps (target: ≥ 60% after 30 days)
A goal it is built to reach
- Target
Prep minutes saved (20 per brief by default; target: prep from ~25 to under 5 minutes)
A goal it is built to reach
- Tracked
Briefs (scheduled vs on demand), drafts created, "wrong fact" reports
Measured on your own data
- Tracked
Meetings with a brief vs next-stage conversion (shown as correlation, not cause)
Measured on your own data
- Target
Fact-source validity (target: 100%)
A goal it is built to reach
- Target
Fabricated relationships (target: 0)
A goal it is built to reach
- Target
Other-client leaks (target: 0)
A goal it is built to reach
- Target
Brief usefulness (target: ≥ 4.0 / 5, manager rating)
A goal it is built to reach
An account executive at a 15-rep HR-software company has a 10:00 demo with a prospect. At 07:30 a Slack message brings a brief with two open follow-ups from last month's call notes, the contacts' deal roles and five agenda points. After the call she asks for a follow-up draft, edits one line and saves it to Outlook.
Who is Sales Assistant for?
- Head of Sales
- Account executives and SDRs
- Account managers
- Sales managers (review briefs)
Industries: SaaS & tech, Professional services, Agencies, Manufacturing & distribution, Financial services
Connects to the apps you already use
Works withApp names are trademarks of their owners. Charviam connects to them; it is not a partner or reseller.
- Gmail(optional)
- Google Calendar
- HubSpot
- Outlook(optional)
- Outlook Calendar
- Salesforce
- Slack
Better together
Automations that hand work to Sales Assistant, or pick up where it stops.
What do you need to set it up?
Setup- Connect HubSpot or Salesforce, each rep's Google or Outlook calendar, and Slack.
- List reps, managers, internal domains and the deal stages that trigger a brief.
- Choose sales content collections (from blueprint 10), allowed claims, public references and competitor domains.
- Set the email footer (identity + opt-out) and the delivery channel.
- Decide whether to turn on public web research (needs your legal OK).
Typical setup
- 01Connect your apps
- 02Configure the rules
- 03Run a watch-only trial
- 04Go live
Not included
- Sending outreach, or updating CRM fields and deal stages.
- Researching private people (personal social media, family, home address).
- Lead scoring and pricing approvals.
Questions about Sales Assistant
FAQSee Sales Assistant on your own data
WalkthroughIt starts in Shadow, where it only watches and suggests, so nothing changes in your apps until you say so.