ASOC

Autonomous Sales Operations Cloud

One platform where every sales signal is captured, every interaction is understood, and every next action is intelligently orchestrated.

SDRs / BDRs
Account Executives
Sales Managers
RevOps
Founders
ASOC — Autonomous Sales Operations Cloud
CORE DESIGN PRINCIPLES

Built different by design

1
AI-first, Human-in-the-loop
AI executes, humans approve and steer
2
Single Source of Truth
All sales context lives inside ASOC
3
Outcome-based Credits
Pay for outcomes, not raw usage
4
Modular & SKU-driven
Features unlocked via credits/SKUs
5
Memory-driven Learning
Every interaction feeds future intelligence
HIGH-LEVEL ARCHITECTURE

How ASOC is structured

Three interconnected layers — channels, AI agents, and core modules — working as a single coordination system.

Channels
Voice, Email, WhatsApp, Web, Social, Ads, Meetings
AI Agents
AI BDR, AI Receptionist, Research Agents, Proposal Agent, Notetaker
Core Layers
Discovery & Research, Leads, Campaigns & Workflows, Opportunities, Intelligence & Prep, Analytics & Memory
OUTBOUND EXECUTION

AI BDR

An autonomous outbound agent that orchestrates multi-step outreach sequences — voice, email, WhatsApp — while keeping humans in control of thresholds, messaging, and escalation paths.

Executes campaign steps automatically
Personalizes pitch based on lead source & context
Handles objections using CMS/RAG knowledge base
Real-time trigger on lead creation
Human-approved messaging templates
AI BDR
OUTBOUND EXECUTION
INBOUND HANDLING

AI Receptionist

Always-on inbound handling that captures every sales signal — from calls to web inquiries — qualifies context, and routes the next best action without breaking response time.

Creates leads from inbound calls automatically
Qualifies and routes based on intent signals
Consistent context and policy across channels
Seamless handoff to human reps when needed
24/7 availability with zero wait times
AI Receptionist
INBOUND HANDLING
AUTOMATED OUTREACH

Email

AI-composed, human-approved email sequences that adapt based on engagement signals, intent data, and prospect behavior — driving higher open rates and meaningful conversations.

AI-drafted sequences with human approval gates
Adaptive content based on engagement signals
Credit-metered sending (0.1 credit per email)
Integrated with campaign workflows
Performance tracking and A/B optimization
Email
AUTOMATED OUTREACH
CONVERSATIONAL CHANNEL

WhatsApp

Engage prospects on WhatsApp with AI-driven conversations, follow-ups, and intelligent handoffs to reps — meeting buyers where they already communicate.

AI-driven conversational outreach
Automated follow-ups and reminders
Rich media support for proposals and collateral
Seamless handoff to human reps
Credit-metered messaging (0.5 credit per message)
WhatsApp
CONVERSATIONAL CHANNEL
LEADS + OPPORTUNITIES

CRM

A unified lead and opportunity management layer that syncs context, updates records, and coordinates across your stack — without replacing your core systems.

Unified Lead Object regardless of source
Automatic source tagging (WhatsApp, Web, AI Receptionist, etc.)
Lead scoring — AI + rule-based
Opportunity stages: Discovery → Closed Won/Lost
Unified timeline of all interactions and context
CRM
LEADS + OPPORTUNITIES
COORDINATED EXECUTION

Campaigns & Workflows

A structured execution layer for multi-channel outreach. Design step-based campaigns that coordinate AI agents, human tasks, and system triggers across voice, email, and WhatsApp.

Campaign configuration: name, objective, source, pitch
Step-based workflows (Day 1: Voice → Day 3: WhatsApp → Day 7: Email)
AI BDR executes campaign steps automatically
Source-aware personalization
Objection handling via CMS/RAG
Campaigns & Workflows
COORDINATED EXECUTION
DEEP PROSPECT INTELLIGENCE

Research Agents

Autonomous agents that research prospects, companies, and markets to enrich every interaction. A pre-lead intelligence layer that discovers, enriches, and analyzes before outreach begins.

Autonomous LLM agents with strict prompt constraints
Scans approved sources (LinkedIn, selected websites, RSS)
Filters competitors vs. prospects automatically
Surfaces buying signals and ICP-aligned entities
Usage tracked and credit-metered
Research Agents
DEEP PROSPECT INTELLIGENCE
DISCOVERY AGENT

ProspectPulse

Proactively discover ICP-aligned prospects from the web. Generates intelligent search keywords, scans approved sources, and surfaces companies with buying signals and intent indicators.

ICP-driven prospect discovery
Intelligent RSS/search keyword generation
AI confidence scoring on discovered entities
Intent signal indicators and buying signals
Human review → Converted to Leads flow
ProspectPulse
DISCOVERY AGENT
RESEARCH INTELLIGENCE

Ask AI

On-demand intelligence without manual research. Ask about a company, a person, intent signals — and get instant, actionable insights from stored data and controlled external search.

Natural language queries about companies and people
Summarize company activity and decision-makers
Infer buying intent from available signals
Suggest engagement angles and talking points
Uses stored data + controlled external search via LLM
Ask AI
RESEARCH INTELLIGENCE
COMPLETE PROFILES

Data Enrichment

Automatically enrich leads and contacts with verified firmographic, technographic, and intent data via integrated Data Intelligence Platforms.

Contact enrichment via Data Intelligence Platforms
Firmographic and technographic data
Real-time enrichment on lead creation
Feeds AI BDR personalization context
Integrated with Lead Object model
Data Enrichment
COMPLETE PROFILES
MEETING INTELLIGENCE

Notetaker

AI-powered meeting notes, action items, and CRM updates — captured automatically from every call. Supports AI-led calls and human-led online meetings on Zoom, Teams, and Google Meet.

Automated transcription and summarization
Action item extraction from every call
Supports Zoom, Teams, Google Meet
AI-led calls auto-transcribed
Link transcripts to Opportunities
Notetaker
MEETING INTELLIGENCE
PRE-CALL INTELLIGENCE

Meeting Prep AI

Auto-generated briefings with prospect context, talking points, and recommended next steps. One-click preparation that summarizes everything a rep needs before walking into a meeting.

Upcoming meetings list with one-click Prep
Last conversation summary
Key objections and open action items
Suggested talking points
Context from all previous interactions
Meeting Prep AI
PRE-CALL INTELLIGENCE
DECK GENERATION

Slides Maker AI

AI-generated pitch decks and proposals tailored to each prospect's context, needs, and stage in the pipeline. Draft proposals and quotations with human approval before sending.

AI-drafted proposals and quotations
Context-aware pitch customization
Human approval gate before delivery
Integrated with Opportunity data
Credit-metered generation (1 credit per proposal)
Slides Maker AI
DECK GENERATION
MEMORY LAYER

CMS + RAG (Memory)

A persistent knowledge layer that gives every AI agent access to your playbooks, docs, and history. All data feeds the CMS and is used as RAG for future AI decisions.

Centralized knowledge base for all AI agents
RAG-powered contextual retrieval
Feeds pitch quality, workflows, and agent performance
Every interaction improves future intelligence
Memory-driven learning across the platform
CMS + RAG (Memory)
MEMORY LAYER
GOVERNANCE

Human-in-the-Loop

AI executes, humans approve and steer. Embedded review, approvals, and escalation paths ensure autonomy stays accountable — the core design principle of ASOC.

AI drafts → Human approves → System sends
Configurable approval thresholds
Escalation paths for edge cases
Full audit trail of AI decisions
Trust without loss of control
Human-in-the-Loop
GOVERNANCE
OUTCOMES FEEDBACK

Analytics & ROI

Track performance, attribution, and ROI across every AI-driven and human action in the pipeline. Measure what matters: conversion rates, deal velocity, and man-hours saved.

Leads generated by source
Conversion rates across the funnel
Campaign effectiveness metrics
AI vs. human contribution analysis
Man-hours saved and deal velocity tracking
Analytics & ROI
OUTCOMES FEEDBACK
USAGE-BASED PRICING

Credits & Pay-as-you-go

Transparent credit-based billing aligned to outcomes, not raw usage. Pay for what you use, scale without lock-ins, and maintain full visibility into consumption.

Email draft/send: 0.1 credit
WhatsApp message: 0.5 credit
Proposal generation: 1 credit
AI call execution: 10 credits
Transparent usage dashboard
Credits & Pay-as-you-go
USAGE-BASED PRICING
GET STARTED

ASOC = Sales Co-Pilot, not a tool.

50%+ reduction in SDR effort. Faster lead-to-opportunity conversion. Measurable man-hours saved. High AI adoption with human trust.