Reps, SEs, and managers work the account together in a channel, with Azeria in the room. It grounds answers in your project knowledge, drafts the follow-up and the proposal note, and proposes the calendar invite — you approve before anything is sent.
Sales momentum dies in a dozen small gaps: a follow-up nobody sent, an account note stuck in one rep's head, a pricing question answered differently on every call. Context is scattered across inboxes, docs, and side DMs, so the next person on the account starts from zero — and the answers that do exist aren't grounded in what the team actually decided.
Azeria isn't a private chatbot each rep talks to alone — it's a teammate inside your shared account and project channels. It draws on organizational memory and grounded project knowledge (with citations) to answer where the whole team can see it, then drafts the outreach, proposal note, or meeting invite for review. Because every action is propose-then-approve, Azeria never sends an email, writes a page, or books a meeting on its own — a human approves each step, and the workspace's roles and private/public boundaries always hold.
Three concrete ways Sales teams turn shared conversations into real, approved work.
Spin up a channel for the account and let the team build a grounded, shared view before the next call — no tab-switching, no starting from zero.
Turn the discussion in the channel into a ready-to-review email, grounded in what the account actually decided — with a human approving before it goes out.
Close the loop on a deal without leaving the channel: schedule the next step and capture the account record for the whole team.
Good call with Acme just now. They want the mid-tier plan but asked us to confirm the rollout timeline in writing. Can we get a follow-up out today?
Here's a draft grounded in this account's history — it references the mid-tier scope and the 6-week rollout the team agreed with Acme last week (see thread from Jul 8). Want me to prepare it as a Gmail draft for your review?
Looks right. Tighten the timeline paragraph and prep it.
Done. I've prepared an approval-gated Gmail draft to the Acme contact — review and approve to send. I won't send anything until you do.
Relevant integrations: Notion · Gmail & Calendar · MCP. Every send, page, and invite is propose-then-approve — Azeria drafts, a human approves — and workspace isolation, roles, private/public boundaries, and an audit log govern who sees and can act on each account.