How Cai Works Why Cai Perspectives Request a Demo
Cai / Your Commercial AI Agent

Never miss a revenue risk or opportunity again

The only 'analyst' that interrogates 100% of your customers' data — including what your team never formally logged — and recommends sales plays to capture revenue.

↑ Best experienced on desktop

Cai — the only 'analyst' that recommends sales plays
before the window closes

By autonomously interrogating 100% of your customers' data — including what your team never formally logged

Cai
Commercial AI Agent
Cai@YourCompany.com
Your Logo
02 / DATA
...that weaves together the data you already have
Structured or unstructured — if you have it, Cai can use it.
  • Your ERP, CRM, BI, and other systems
  • 3rd Party websites, reports, data feeds — curated by you
  • Gold dust — information your team never formally logged
Compliance
Compliance
Compliance
Compliance
03 / SIGNALS
...to proactively surface revenue signals
Uncover risks and upside across 100% of your customers — continuously.
  • Revenue risks and upside — prioritised
  • Battlecards for share gain
  • Key Account meeting prep for AMs
  • Scenarios and SWOT for CCOs
Compliance
Compliance
04 / SALES PLAYS
...and orchestrates sales plays across the organisation
Cai autonomously recommends the play. You approve — then Cai executes.
  • Sets and monitors sales plays across your team
  • Creates and updates meeting agendas
  • Spars on strategy and tactics
Compliance
Compliance
Compliance
Compliance
Request a Demo →

The Achilles’ heel of B2B growth

Most B2B commercial teams are running a 2010 playbook with today's data complexity. Three structural gaps are costing revenue.

Data
Too much data, too little insight
Your data is fragmented across CRM, ERP, etc. Some key signals are often not formally logged. Drawing a coherent commercial picture from this takes days — which your team simply doesn’t have.
Cai solves this
Automatically connects and synthesises your data sources into a single commercial intelligence picture — updated continuously.
Insights
Signals that arrive too late
Renewal risk, volume erosion, margin pressure — the warning signs are in your data. But by the time teams spot them through quarterly reviews, the window to act has often already closed.
Cai solves this
Monitors your data 24/7 and proactively surfaces ranked risks and opportunities — before the window to act has closed.
Impact
Success depends on superstars
Your best account managers carry institutional knowledge in their heads. Inconsistent engagement means revenue depends on individuals, not repeatable systems.
Cai solves this
Gives every account manager superstar-quality preparation — automated meeting briefs, SWOT analyses and role-plays for every account.

To explore how Cai can solve these issues for you

Reach out to us

Request a Demo →

Your tools each see part of the revenue story — Cai interrogates the full picture and recommends sales plays

Input quality constraints
CRM
e.g. Salesforce, HubSpot
the system of record for your commercial data, but only as good as what your team enters.
Narrow signal aperture
Revenue Intelligence
e.g. Clari, Gong, Salesforce Einstein
strong on sales conversations and pipeline, but the view stops there.
Backward looking
BI / Analytics
e.g. Tableau, Power BI, Looker
excellent for reporting on what happened, less useful for knowing what to do next.
Reactive
AI Copilots
e.g. Copilot, Glean, Notion AI
useful for drafting and retrieval, but only when you think to ask.
Request a Demo →

Winning with AI in B2B

Road-tested plays for B2B CCOs.