aXturastoreSALES & CUSTOMERS
Useful context before the next conversation.
Bring approved product knowledge and permitted customer information closer to sales teams. Keep source records and human review central to the process.
Discuss your workflowA connected workflow
Illustrative process. The final roles and integration are agreed with your team.
- Find the customer or product context
- Prepare a note or proposed next step
- Review before updating the source system
Useful starting points
CRM assistant
Bring customer context and draft updates into the conversation.
Meeting assistant
Turn an available transcript into a reviewable summary and action list.
Knowledge assistant
Ask your company knowledge a question. Get an answer with its sources.
Document assistant
Read long documents faster with source-linked summaries and extracted fields.
Task manager
Turn requests into clear tasks, owners and next steps.
What we review together
The current process, intended users, existing systems, permissions and definition of a successful pilot.
What a pilot should show
Whether the workflow is usable, the integration is reliable and the result meets your agreed criteria. Any efficiency improvements are measured in your own environment.
A workflow in mind?
Tell us what your team needs. We will help define the right starting point.