Does the AI email customers on its own?+
Not with us by default. Connections are set read-only, so the agent reads deals, calls and history and drafts emails, but the rep sends. Several servers, Close and Outreach among them, separate read and write scopes, and if you want the agent to update a deal or log an activity we open that per tool, with approval and a log.
Which CRMs can we connect?+
HubSpot, Salesforce, Pipedrive, Zoho CRM, Attio and Close have their own servers, and Dynamics 365 Sales is in preview at Microsoft. Among the Nordic systems, SuperOffice and Upsales have their own servers. Upsales is read-only in its first version. For Lime we build the connection ourselves.
Does our customer data end up with the AI vendor?+
The gateway runs in your own Azure tenant in an EU region, and the models are reached through EU data zones without the data being used for training. Permissions follow the role: through the agent a rep sees what they already see in the CRM, not the whole customer base. A CRM is full of personal data, so every call is logged and you can show who asked about what.
Can it read our sales calls?+
Yes, if you record them in Gong, Fireflies or Fathom, which all have their own servers. Gong's server is read-only and answers questions about accounts and deals without handing out raw transcripts. Making sure the customer knows the call is recorded is still your own process, and an AI reading the notes does not change it.
Does it help with prospecting?+
Yes. Vainu provides Nordic company data through its own server, Apollo and Leadfeeder have theirs in beta, and Swedish company registry data is reachable through a community server that we review before it is approved. We do not connect LinkedIn Sales Navigator: the servers around drive a logged-in browser, which breaks LinkedIn's terms and puts the rep's account at risk.