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AI for sales

An AI sales assistant grounded in your accounts

Summarize account history, draft follow-ups, and prep for calls with an assistant grounded in your deals and notes.

  • Account summaries
  • Drafted follow-ups
  • Call prep from real notes

Meet Wyatt

One connected workspace for docs, tasks, chat, and databases — with Wyatt answering from all of it.

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Hi, how can I help you?

What you can do with Wyatt

Account context

Summarize an account’s history.

Follow-ups

Draft follow-up emails from notes.

Call prep

Prep for calls with context.

Grounded

Uses your deals and notes.

Walk into every call prepared

Ask the assistant to summarize an account’s history and recent activity before a call, so you’re prepared without digging through notes.

Draft the follow-up

Turn call notes into a follow-up email or next steps, so reps spend more time selling and less time writing.

Grounded in your CRM

Because it uses your deals and notes in Wyatt, the assistant’s help is specific to the actual relationship.

Consistent process

Paired with documented playbooks, the assistant helps the whole team sell consistently.

“The best AI assistant is the one that already knows where everything is.”

Frequently asked questions

Can it summarize accounts?

Yes. It can summarize an account’s history and recent activity.

Can it draft follow-ups?

Yes. It can turn call notes into follow-up emails and next steps.

Is it grounded in my data?

Yes. It uses your deals and notes in Wyatt.

Does it help consistency?

Yes, especially paired with documented playbooks.

Keep exploring Wyatt

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A lightweight CRM in Wyatt 
AI email drafting 
AI for customer support 

Try Wyatt for sales

Wyatt

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