Conversational AI for reps.

Work Faster, Think Less.

Automate tasks and surface insights with an AI agent built into your sales workflow.

See it in action

CRM Gets in The Way.

Too many clicks, too much searching, not enough time to act.

Manual logging pain

Logging calls takes too long.

Scattered follow-ups

Tasks slip through the cracks.

Insight overload

Data is hard to act on.

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Less Admin, More Action.

Handle workflows, recall context, and get summaries with one simple prompt.

Quick logging

Capture call notes in seconds.

Smart nudges

Get alerts for follow-ups.

Context on demand

Pull trends and summaries instantly.

AI That Works Like an Assistant.

Integrated with CRM data to reduce clicks and surface insights in seconds

content seo

Change Requests (Live)

Raise DCRs using simple prompts. No field hunt. 

Call Notes (In Roadmap)

Log meeting context in plain language. 

event triggers

Follow-Up Nudges (In Roadmap)

Get reminders for next steps while logging a call. 

Insights Pull (Live)

Ask for Rx or call trends without opening reports.

Territory Tasks (Live)

Trigger alignment changes from a single prompt. 

Catch-Up Mode (In Roadmap)

Get a weekly recap of activity and alerts. 

Calendar Recall (Live)

Retrieve past activity for any HCP or account. 

Alerts & Gaps (In Roadmap)

Get alerts on tasks or call plan coverage gaps. 

Content Commands (In Roadmap)

Send approved materials post-call with one prompt. 

Voice or Chat Input (Live)

Use voice or text to interact with the agent. 

What Makes It Different.

Built as a conversational interface, not just another tool.

Does it replace me? Toggle icon
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Does it slow me down? Toggle icon
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With AI vs Without AI.

How a conversational assistant removes friction from every task.

Automate
Call logging (natural input)
In roadmap
Follow-up nudges
In roadmap
Change request creation
Territory alignment trigger
Field insights (Rx, calls)
Weekly catch-up summary
In progress
Calendar recall
Post-call content command
In roadmap
Embedded in Activate
Alternatives
Call logging (natural input)
Follow-up nudges
Change request creation
Territory alignment trigger
Field insights (Rx, calls)
Limited
Weekly catch-up summary
Calendar recall
Post-call content command
Embedded in Activate
No more busywork.

Try The AI Assistant For Your Field Team.

Automate task flows, reduce screen time, and make faster decisions. All inside Activate.

Get a demo now