Features
Context Store with real-time cross-system search
Pre-built connectors for 600+ apps (CRM, support, billing, HR, dev tools)
Agent Operations (AOs): Search, Read, Act, Reason
MCP, SDK, and CLI interfaces for agents
Automated schema discovery and propagation
Change Data Capture (CDC) for real-time syncs
One-click authentication and managed syncs
Entity resolution across systems (best-effort; deterministic on roadmap)
Parallel workflow execution (Team plan+)
Custom refresh frequency (Custom plan)
Open source self-managed option (Core plan)
Context Store refreshes daily (hourly for Individual+)
Automation Builder for no-code agents (beta)
PyAirbyte for programmatic pipeline control
Destination Redshift 4.0 with 4x faster loading
Forecast Truth: daily anomaly detection and sandbagging flags
Pipeline Control: automated hygiene scans with rep notifications
The Closer: deal health checks and next-best action recommendations
PrepMe: auto-generated meeting briefs with account intelligence
The Scribe: auto-draft CRM updates from Gong/Zoom/Chorus transcripts
Audit Trails: tamper-evident, timestamped logs per action
Policy Enforcement: configurable rules by deal stage/team/action
Cross-System Coordination: updates CRM, SEP, ERP simultaneously
Human Approval Loops: configurable thresholds for AI execution
Role-Based Access Control (RBAC): granular permissions
SOC 2 Type II certified with continuous monitoring
Data Residency: customer data never leaves your environment
No model training on your data
End-to-end encryption in transit and at rest
Real-time anomaly detection and incident response
