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Cai / Your Commercial AI Agent

Never miss a revenue risk or opportunity again

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

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Cai — the '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
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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.

Cai turns these gaps into prioritised sales plays — before the window to act closes.

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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.
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Winning with AI in B2B

Road-tested plays for B2B CCOs.

The agentic
CCO

The Agentic CCO: Why Your Revenue Team Needs an AI That Doesn't Wait to Be Asked

The shift from reactive dashboards to proactive agentic AI is the most significant change in commercial operations since CRM. The CCOs who understand it now will build structurally different revenue organisations.

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Never
resigns

Never Resigns, Never Forgets: Why PE Operating Partners Are Deploying Commercial AI Across Entire Portfolios

One operating partner. Every portfolio company. Consistent commercial intelligence, cited to its source, building compounding memory that stays when people leave.

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The playbook
is broken

The B2B Revenue Playbook Is Broken. Here's What Replaces It.

Traditional B2B revenue playbooks assume data you can see, teams that follow process, and time to act. Cai is built for the reality — fragmented data, dark signals, and windows that close fast.

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Don’t
wait

Stop Waiting for Perfect Data. Start Getting Value from What You Have.

Most companies delay AI deployment waiting for clean data that never arrives. Cai is built to work with real-world commercial data — imperfect, fragmented, and still full of signal.

Read Article →
4 levels

The 4 Levels of AI Adoption in B2B: Where Does Your Company Stand?

Most companies think they're further ahead than they are. Our framework helps commercial leaders benchmark honestly and act strategically on their AI adoption journey.

Read Article →
Riskiest
sentence
in AI

"We'll Use ChatGPT for Now" Is Becoming the Riskiest Sentence in Professional Services

The window for consumer AI as a professional strategy is closing fast. Here's what governed AI actually requires — and why the firms that move now will use it as a competitive advantage.

Read Article →