Sales and marketing

GTM

Research accounts, enrich leads, update CRM data, and prepare outbound or meeting briefs.

Example workflow

Research leads, enrich CRM records, and prepare outbound briefs.

1Research account
2Enrich stakeholders
3Update CRM
4Draft outbound

Workflow plays

More work sales and marketing can hand to Hai.

Concrete recurring workflows that use company knowledge, connected tools, live artifacts, channels, and governed execution.

A champion changes jobs, funding lands, or hiring spikes.

Buying-intent monitor

Hai uses browser and web research, LinkedIn context, CRM history, and email memory to identify accounts with real buying intent before the team asks.

Outcome: Prioritized account with reason, stakeholder map, and next touch.
ProactiveKnowledgeConnected

A sales rep selects a target account or saved segment.

Multi-channel outreach

Hai prepares LinkedIn, email, and channel-specific outreach using account context, prior conversations, value proof, and your approved messaging patterns.

Outcome: Personalized LinkedIn and email sequence ready for review.
Personal UIConnectedSecurity + Compliance

Calendar shows a prospect call tomorrow.

Meeting prep artifact

Hai reads CRM, email, website changes, support history, and notes to create a live artifact with agenda, objections, stakeholders, and proof points.

Outcome: Account briefing widget with risks, hooks, and talk track.
KnowledgePersonal UIMultiplayer

Scheduled pipeline quality scan.

CRM hygiene workflow

Hai detects missing fields, stale next steps, duplicate contacts, and unlogged replies, then creates tasks the GTM team can accept or edit.

Outcome: Clean CRM tasks with suggested updates and owners.
ProactiveConnectedSecurity + Compliance
Example agents
Lead researcher
CRM updater
Outbound drafter
Relevant integrations
HubSpot
Salesforce
Calendar
Email
Trust and control

Hai keeps tool access permission-scoped and places sensitive actions behind human approval before execution.