Sales RM co-pilot
Coach
An AI that sits next to the RM — buyer summary, next move, draft replies.
The problem
An RM running a 60-lead pipeline cannot remember the last conversation, the buyer's family situation, the comparable they discussed, or the one objection the buyer keeps raising. They open the journey page and start over. Coach makes sure they don't have to.
What Coach owns
- 01Lives inside `/admin/journeys/[id]` and `/admin/mandates/[id]` as a side panel.
- 02Summarises the buyer's profile and the prior conversation in a glance.
- 03Suggests the next move (call, WhatsApp template, comparable to share, objection to address).
- 04Drafts a WhatsApp / email / call-script reply the RM can edit and send in one click.
Status & roadmap
Not built.
To build
- ·Side-panel UI inside admin / partner journey + mandate pages
- ·Journey-summariser prompt with citation back to source
- ·RM-action scaffolding (one-click templates)
- ·Override-feedback loop that re-trains TruOS decisioning
The rest of the workforce
Tracker
Sourcing & lead discovery
Ledger
Pricing intelligence
Press
Listing copy & content
Thread
Conversational engagement
Voice
Voice qualification
Compass
Site-visit logistics
Notary
Legal & compliance
Foundry
Construction milestones
Lens
Immersive virtual tours
Reach
Campaign optimisation
Anchor
Post-sale relationship
Want Coach — and the other eleven — wired into your business?
We onboard a small number of partners every quarter so each deployment gets the engineering attention it deserves.