Company knowledge
Approve product guides, policies, inventory, and senior playbooks with owners, revisions, and citations.
Sonzai Sales Copilot
Give every sales representative a company-trained AI copilot—in the chat they already use.
Qualify customers, prepare follow-ups and proposals, follow company policy, and keep business systems updated from WhatsApp, Messenger, or the web.
Every new company workspace starts with $10 in real usage credit. No trial countdown.
Illustrative buyer inquiryWhatsApp · assigned to Alex
Example workflowI need a two-bedroom home near the business district. Can I move in this quarter?
Grounded recommendation
Two current properties may fit. First confirm the buyer’s budget and preferred move-in date.
Property guide · rev. 2026-Q3 · p.4Qualification playbook · p.2
Alex reviewed the follow-upRepresentative confirmation required before send
ConfirmedMessage sent and CRM updatedWhatsApp + CRM provider receipts
sample receipt · ACT-28F4The Sonzai receipt
A recommendation is useful. A confirmed result is valuable.
Every consequential action stays legible from the customer’s message to the system that confirmed the work.
- Customer message
The customer asks in WhatsApp, Messenger, or the web.
- Grounded recommendation
The copilot cites approved company knowledge.
- Human approval
The representative or manager stays in control.
- Confirmed system result
The provider receipt proves what actually happened.
How it works
Turn company truth into useful sales work.
Start with one workflow and one approved source. Connect live channels and systems after the first company-informed result.
Sales work
Qualify the customer, find missing information, and prepare the most useful next action.
System execution
After confirmation, send the message, update CRM, prepare the proposal, or schedule the next step.
Reviewed learning
Successful practices enter a human review queue before they become shared company guidance.
Built for relationship-led sales
One operating model, adapted to how your team sells.
Solution pack
Real estate
Qualify an inquiry and prepare the follow-up.PropertiesViewingsProposalsReservations
A cited shortlist and a ready-to-review customer response.
Solution pack
Life insurance
Complete needs analysis and recommend the next action.Needs analysisProductsApplicationsPolicies
A governed recommendation with missing needs clearly shown.
Solution pack
General B2B sales
Qualify the lead and prepare the follow-up.QualificationOpportunitiesProposalsFollow-up
A useful next move grounded in the account and company playbook.
Trust is part of the workflow
Company-trained does not mean unsupervised.
Representatives get useful answers without inheriting the power to silently change policy or take high-impact action.
Current, approved sources
Guidance cites the exact revision, owner, effective date, and source passage.
Approval by consequence
Drafts stay fast. Sends, CRM writes, and regulated actions require the right human.
Identity and permissions
Chat identity, CRM ownership, roles, and tenant boundaries remain explicit.
Auditable results
Idempotent execution and provider receipts prevent duplicate work and false success claims.
Evidence, not invented ROI
Show your boss only what the systems can prove.
Sonzai separates observed outcomes from estimates. Time savings disclose the formula; revenue appears only when a recorded outcome or CRM source supports it.
Representative activatedIdentity eventObserved
Follow-up confirmed and sentProvider receiptObserved
CRM opportunity updatedCRM receiptObserved
Time reclaimedEditable per-action assumptionsEstimated
Generate a redacted, expiring, revocable boss-ready report.
Start with real usage
Prove the workflow first. Choose the rollout that fits.
Usage is funded by workspace credits. If credits reach zero, your configuration, knowledge, releases, and previous work remain available; only new billable operations pause.
Keep your team running
Recurring credits
Continue with self-serve recurring credits after the included $10 workspace grant proves useful.
- No trial countdown
- Usage-backed billing
- Configuration preserved at zero credit
Plan company rollout
Enterprise rollout
Add procurement support, SSO, postpaid limits, SLA, managed onboarding, and dedicated or customer-hosted deployment.
- Governed company deployment
- Identity and approval controls
- Managed rollout and support
For product and engineering teams
Need the underlying agent platform?
SDKs, MCP, memory, personality, models, arbitrary workflows, and runtime configuration remain available in the separate Developer Platform.