AI Solutions for the Sales Team
Capture every conversation, close faster, and replicate top-performer behaviors at scale — Whale AI turns every sales interaction into structured intelligence, automated workflows, and coaching material.
  • Full-Coverage Conversation Intelligence
    Capture, transcribe, and analyze every sales interaction automatically — from field visits to virtual meetings — without a single manual note.
  • Voice-to-CRM Automation
    Update deal stages, create follow-up tasks, and send emails with a single natural language voice command — while the conversation is still happening.
  • AI-Powered Sales Coaching
    Turn your top performers' conversation patterns into scalable training. Practice against AI customer simulations. Onboard faster. Win more.
Core Scenario Solutions
  • Conversation Capture & Deal Intelligence
    Echo
    • Echo Life Mode runs silently all day — capturing every client visit, field call, and meeting automatically. No 'start recording' button. 100% of customer touchpoints captured.


    • Business-aware smart segmentation automatically identifies and tags conversation types: Client Interview, Commercial Negotiation, Internal Review. Auto-archived to the right CRM stage.


    • Structured deal intelligence delivered after every conversation: pain points identified, objections raised, decision-maker signals flagged, next steps agreed — all without manual notetaking.

  • Deal Research & Account Preparation
    Alivia
    • Upload account documentation, RFPs, competitive intel, and product specs. Alivia synthesizes the full picture — summarizing key stakeholder priorities, risk factors, and opportunity angles.


    • Every insight is cited back to its source. No hallucination. Strategy decks and executive briefings auto-generated in minutes.


    • Multi-source research: combine uploaded documents with web-sourced competitive data for a complete account intelligence brief before every major meeting.

  • Post-Call Workflow Automation
    Echo
    • Voice-triggered workflow execution mid-conversation: 'Flag this opportunity as high-intent and schedule a follow-up for Thursday' → CRM updated + calendar event + follow-up email draft, instantly.


    • End-to-end automated fulfillment: Echo Claw calls third-party APIs (Salesforce, HubSpot, Gmail, Google Calendar) to complete cross-platform tasks without manual navigation.


    • Real-time CRM hygiene: every completed conversation pushes a structured data payload to CRM automatically. Deal stage, key topics, next steps, risk signals — always up to date.

  • In-Store & Field Sales Intelligence
    SpaceSight
    • For retail sales teams: SpaceSight tracks customer journey, dwell time, and conversion rate by zone — giving field reps and store managers precise data on what's driving purchases.


    • Footfall analytics identify peak traffic windows and high-engagement areas — allowing sales teams to deploy resources where and when customers are most receptive.


    • SpaceSight Claw agent executes sales floor optimization recommendations automatically: restock alerts, staff repositioning, display adjustment — based on live behavioral data.

Integrated Solutions Powered by Whale
From every conversation to closed deal, one connected sales intelligence stack.
  • 100% sales conversation capture with zero manual effort

  • AI coaching, roleplay practice, and competitive intelligence

  • Customer behavior and engagement data from physical locations

  • Instant access to the latest approved sales materials

  • Associate-led social selling content at scale

Let's get to work
See how Whale AI gives your sales team complete conversation intelligence, automated CRM workflows, and AI coaching — in one integrated platform.
Request a Demo See it in Action