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AI Instant Briefings

Pre-Call Intelligence, Automatically Delivered

AI Instant Briefings prepare sellers for every conversation automatically. Before a meeting begins, Context AI generates a concise, tailored briefing highlighting what to know, what to say, and what to do next.

No prompts. No manual input. Just instant clarity inside the seller workflow.

Account ContextSignalsTalk TracksFollow-Ups

Context AI analyzes CRM data, communication history, external signals, and meeting context to build briefing-ready prep in real time.

Instant Briefing

Nova Logistics

Meeting in 18 minutes

Ready

What to know

Renewal risk flaggedChampion promotedExpansion roadmap

Suggested angle

Position as growth enabler tied to expansion roadmap

AI
3 tailored talk tracks 2 follow-up suggestions

Next step

Send recap within 1 hour

Post-call

Share expansion use case deck

Same day
AI Instant Briefings

Pre-call intelligence, automatically delivered

Context AI generates a concise, tailored briefing before every meeting so sellers know what matters and what to do next.

CRMCommsExternal SignalsMeeting Context
1 / 5

How It Works

Briefings built from live context

Context AI analyzes CRM data, communication history, external signals, and meeting context to generate briefings specific to the upcoming interaction and deliver them directly where sellers work.

Overview

What's included in every briefing

Every briefing is designed to help reps know the account, approach the conversation with confidence, and execute the right follow-up next.

Account and contact summaries

Recent activity and relationship context

Key talking points and needs signals

Suggested pitch angles

Intelligent follow-up recommendations

3 tailored points

Talk track

5 surfaced

Signals

2 suggested

Follow-ups

Context AI

AI that summarizes activity and tells you what to do next

Context AI summarizes client activities, tasks, and emails, then recommends your next best action for every contact.

AI-Generated Summaries

Instant account & contact intelligence

AI synthesizes every interaction into a clear, actionable summary.

TechCorp Inc.High Activity

Last 30 days: 12 meetings, 34 emails, 3 proposals sent

Sarah MitchellKey Contact

Champion • Engaged 3x this week • Next: Q4 Review

Acme SolutionsOn Track

Renewal due in 45 days • Risk score: Low

Continuously updating from Salesforce, Email & Calendar
Job-Change Intelligence

Identify Opportunity at the Exact Moment It Appears

Context AI continuously monitors job movement across accounts and contacts, surfacing alerts the moment a change occurs.

Job-Change Intelligence

Identify Opportunity at the Exact Moment It Appears

Job changes create some of the most powerful sales opportunities, but only if acted on quickly.

Role ChangesCompany MovesPromotionsNetwork Signals
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Built for Enterprise Scale

Always-on briefing delivery for distributed teams

AI Instant Briefings and job-change signals scale across large teams and complex account structures, giving every rep the same level of prep quality and timing precision.

Continuous background monitoring
Large portfolio signal coverage
Timely outreach triggers at scale
Workflow-ready alerts and recommendations
Unified CRM + communications context

Prospect Smarter.
Book Faster.

Join 500+ high-growth teams using Context AI to automate their sales pipeline and reclaim their time.

Get Started Now