Approved collateral on demand
Upload battlecards and datasheets. Prospects get accurate answers about integrations, security, and pricing guardrails.
Genie Card
Sales & BD
Arm every rep with Genie on the card
Genie chats with prospects on each card and works in Desk so pipeline, tasks, and follow-ups stay aligned — secure agent, 24/7.
The problem
Field teams lose momentum after the handshake
Trade-show conversations fade by Monday. Prospects Google competitors before your follow-up email lands.
- Inconsistent talk tracks across reps and regions
- Business cards with no way to continue the conversation
- CRM updates lagging days behind real interactions
Your Genie
Card conversations into workspace CRM
Every chat updates contacts and next steps in Desk so marketing and sales share one source of truth.
Meeting booking
The agent captures role, company, and pain points — then offers calendar slots or routes to the right AE.
Manager visibility
Every chat feeds CRM with transcripts so leaders coach from real buyer language.
Always on
Pipeline that never sleeps
Genie qualifies on the card; Desk keeps reps ready with tasks and context when they sign on.
- Keep product answers on-message across the team
- Book meetings before prospects go cold
- Coach from real buyer language in CRM transcripts
Sample conversation
What a prospect might ask
Hi — I'm the AI on Maria's card. What prompted you to scan today?
We saw your demo at the conference and need SOC 2 details for procurement.
I can share our security overview and book a 30-minute technical deep dive. What's your work email?
Get started
Arm every rep with an AI wingman
Roll out cards per seller or segment — same admin tools, messaging controlled by marketing.