Features
Automated CRM data entry from calls and emails
Deduplication and record standardization
Conversation intelligence and call scoring
AI-powered next-best-action recommendations
Real-time sales activity dashboards
Automated meeting notes and action items
Pipeline forecasting and health alerts
CRM integration with Salesforce and HubSpot
AI questionnaire automation with cited answers (96% accuracy)
Agentic trust center for customer self-service
AI-powered knowledge management with data monitoring
Custom workflows for security reviews
Browser extension for portal-based questionnaires
Multi-source intake from Salesforce and Jira
Auto-return completed questionnaires to source system
Draft and preview trust center changes before publish
Salesforce export of completed documents in original format
Integration with Claude, Cursor, and OpenAI
Fine-grained API key permissions
Redesigned trust center UI
Analytics and reporting on review performance
RFP response automation with go/no-go flags
Touchless questionnaire processing (June 2026 update)
