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Sales teams cannot reread every transcript before a call, or memorize every product change. When a prospect asks something the team does not know, they wait on Product or Engineering — and the delay costs deals. UtopikAI lets them ask in natural language and get an answer from call notes, CRM records, and product knowledge. Use an assistant in chat during prep or on a live call. Use an agent when the brief should run on its own, on a schedule, or inside a workflow. They are two different entities; each has its own models, knowledge, skills, tools, and prompts.

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A sales assistant

Create a custom assistant for the sales team (or start from General or Search). Instruct it to cite sources, stay within approved product claims, and flag when it does not know. People then ask in chat, for example:
  • Which features did this account want to see in the demo?
  • What rapport topic came up on the last call?
  • Have we shipped this integration yet?
The assistant can summarize long notes in seconds so the team is not reading hundreds of pages before hopping on a call.

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Knowledge worth connecting

Typical sources, via connectors:
  • Call transcripts and meeting notes
  • CRM records and opportunity history
  • Product docs, release notes, and roadmap pages
  • Pricing or packaging material your team is allowed to use
Connectors are optional. Index them when you want answers grounded in those sources.

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Tools, workflows, and scheduled work

Attach tools so the assistant or a separate agent can look up accounts, calendars, or other apps you already use. The live catalog is on the UtopikAI tools page.
  • Workflows — Multi-step prep, for example gather context then wait for user approval before sending a follow-up
  • Tasks — Recurring runs, for example a morning brief for open opportunities
  • Studio — Visuals for a deck or demo when you need generated media
Do not use a chat assistant as a substitute for unattended runs. Create an agent for that.