AE CO-PILOT · SAGE · silent mode

What you said.
Tracked. Nudged. Done.

You said you'd send the SOC 2 letter. You forgot. The deal slipped two weeks. Sage tracks every commitment you make on a call — and nudges at T+24h if it's not done. At high autonomy, Sage sends it for you. At low, he drafts and waits for a nod. Plus: cross-deal memory, a mutual action plan the buyer reads, and silent CRM updates.

Role · one flagship persona

Sage, invisible by default.

AE co-pilot ships as one role with one flagship persona. The rep never sees a dashboard — they see either a done thing or an approve-me thing in the Revenue Channel. At high autonomy, Sage updates CRM silently and sends recaps without asking.

Sage
FLAGSHIP · AE CO-PILOT · PER SEAT
Preps every call. Captures commitments. Updates CRM. Drafts recaps. Tracks what you said you'd do — and nudges at T+24h if it's not done yet. Composed methodology: MEDDPICC for qualification, Command-of-the-Message for discovery, custom stages for forecast. Per-team swap.
Why only one persona? Sage runs per-seat — each AE gets their own instance tuned to their deal mix, methodology, and communication style. Team-level swap of the composed methodology is where configuration lives.
Commitments tracked
42
T+24h completion
94%
CRM hygiene
100%
What Sage does

How Sage changes your week.

01 · FOLLOW-THROUGH

You said you'd send it. It got sent.

Every commitment you make on a call becomes a tracked item. At T+24h, if it's still not done, Sage drafts the send and — at high autonomy — sends it for you. At low autonomy, he drafts and asks. Either way, nothing you promised ever just quietly falls off the list.

Every commitment tracked. Every owner on the hook.
02 · CROSS-DEAL MEMORY

Found last quarter's similar deal.

In call 3 the prospect said "procurement is 60 days." In call 5 they said "30 days." Sage flags this before your next call. Plus: "this objection pattern looks like the FinServ deal you ran in Q2 — here's what worked." Your memory, across every deal, not just this one.

Cross-deal memory. Contradictions surfaced, not buried.
03 · BUYER-SIDE MAP

One mutual action plan. Both sides own it.

After every call, Sage updates a buyer-shared document with decisions, next steps, and owners on both sides. The buyer sees it. They don't have to ask for a recap — it's already in their inbox. The deal runs on a shared artifact, not on your memory.

Internal recap and external MAP kept in sync, automatically.
04 · SILENT MODE

Done thing, or approve-me thing.

At high autonomy, Sage auto-updates CRM fields and sends recap emails silently. At low autonomy, drafts and waits. You never see a dashboard — you see a Revenue Channel entry that's either finished or asking for a nod. That's the whole surface.

Outcome-first posture. Not a to-do app.
05 · YOUR METHODOLOGY

MEDDPICC + Command-of-the-Message + your stages.

Your manager runs MEDDPICC. Your last manager ran Challenger. Your stages are custom. Sage composes: MEDDPICC for qualification, Command-of-the-Message for discovery, your stages for forecast. Per-team swap. You don't retrain the tool for your process — you tell it what your process is.

Methodology ping-pong stops. The framework is yours.
How Sage is different

Conversation intelligence, honestly compared.

Here's how Sage stacks up against the category. Recording and scorecards are table stakes — we have them too. Where Sage is sharpest: follow-through, cross-deal memory, buyer-side MAP, silent mode, and your methodology.

Dimension
Harmony · Sage
Gong
Clari Copilot
Chorus
Momentum
Avoma
Follow-through enforcement T+24hCommitment tracked, nudged, auto-sent at high autonomy
·
·
·
~
Task sync
·
Cross-deal memory + contradictionsCall 3 vs call 5 discrepancies flagged
~
Search
~
Deal warnings
~
Search
~
·
Buyer-side mutual action planAuto-maintained doc the buyer reads
·
·
·
·
·
Silent-mode postureDone thing or approve-me thing, no dashboard
·
Dashboard
·
Dashboard
·
Dashboard
~
·
Dashboard
Methodology pluralismMEDDPICC + CotM + custom stages composed
~
Scorecards
~
MEDDPICC
~
~
~
Recording + transcriptionGong and Chorus are best-in-class
~
Partner
Call scorecards & coachingTable stakes
~
The cross-role moat

"Most point tools live inside one team. Their agents don't cross the team boundary because the team boundary is the company boundary."

Harmony ships four roles on one memory substrate. When Aria books a call, Sage has the prospect's objection pattern queued. When the deal closes, Atlas inherits Sage's call memory and knows what the customer was promised. When Sage hears a new objection, Echo's next creative leads with the answer.

That's not a feature — that's the product.

See the agent

Prep. Capture. Enforce. Close.

Four stages. The rep never leaves the Revenue Channel.

STAGE 01

Preps the rep silently

Prep · 14:00 · ACME · Thu
New VP of Ops joined 11w ago. Killed last rollout. Champion Marcus is still vouching (Slack Tue).
MethodologyMEDDPICC
Championvouched
Competitor trialended
from Aria's Q1 qualifier + Echo's nurture

Sage builds the prep brief from cross-agent memory — Aria's Q1 qualifier, Echo's nurture history, Atlas's account health. The rep skims 30 seconds.

STAGE 02

Captures commitments

Call · 14:28 · live capture
Rep: "I'll send the SOC 2 bridge letter tomorrow."
Buyer: "Okay, and I'll loop in our CFO by Friday."
Sage tracked2 commits
both sides · owners tagged

Every commitment on the call becomes a tracked item — both the rep's and the buyer's. Not just extracted, tracked.

STAGE 03

Nudges at T+24h

T+24h · follow-through
Rep · SOC 2 letterbreach
Sage drafted the send: "Meier — as promised, bridge letter attached. Quick questions welcome. —Sam"
Autonomyauto 85%
Actionauto-sent 14:01
T+24h enforcement

T+24h passed. Sage drafts the send and — at auto 85% — sends it silently. At lower autonomy, waits for your nod in the Revenue Channel.

STAGE 04

Maintains the MAP

Buyer-shared MAP · ACME
Security reviewdone
CFO loop-indue Fri
Pilot scopingSam · Mon
Signaturetarget Wk 6
buyer sees this doc

A mutual action plan the buyer reads — not an internal CRM note. Sage maintains it after every call. Both sides own the doc.

Never drop a commitment again.

30-minute demo. Drop Sage onto one of your AE's live deals. We'll show what T+24h enforcement, cross-deal contradictions, and a buyer-side MAP would have caught on the last five calls. Numbers, not slides.