- 01 Ask for work in the channel where your team already operates
- 02 Run recurring research, pipeline, and account-management jobs on a schedule
- 03 Keep progress, exceptions, and results visible to the team
Platform | psi* Coworkers
AI coworkers that keep Sales and Operations moving.
Start work from Slack or a schedule. psi* Coworkers research accounts, operate your apps, update pipeline and customer context, and complete approved work without another handoff.
What they do
Give repeatable Sales and Operations work to a coworker.
Each coworker uses the same apps, flows, and company context as your team. It can research, decide, act, and report back while staying inside the access and approval boundaries you set.
- 01 Researches accounts, buyers, events, and market signals
- 02 Adds the findings to the shared customer and account context
- 03 Uses the assigned workflow to turn research into the next action
- 01 Reads the same customer, pipeline, and operating context as the team
- 02 Runs assigned app actions and multichannel flows
- 03 Records completed work and new information in the shared system
- 01 Routine work runs automatically inside its assigned scope
- 02 Sensitive actions pause for the required human decision
- 03 Every request, approval, action, and result remains attributable
How it works
Assign the work once. Run it on demand or on schedule.
A coworker starts with a clear role, the right apps and data, and a defined trigger. From there, it performs the work and keeps the operating system current.
01
Assign a role
Define the Sales or Operations job the coworker owns, such as account research, pipeline review, lead routing, sales operations, or customer follow-up.
02
Connect the work
Give it the apps, flows, production context, tools, memory, and approval rules required to complete that job.
03
Choose the trigger
Start the coworker from a Slack mention, a schedule, or an event in the operating system. The same job can support on-demand and recurring work.
04
Complete and update
The coworker performs the assigned work, pauses when approval is required, updates the relevant app and pipeline context, and returns the result.
What changes
From another request in Slack to completed operating work.
A psi* Coworker does more than answer a question. It enters the assigned apps and flows, performs the work, updates the system, and returns a usable result.
01
Account research
Before
A founder or seller spends hours collecting company facts, signals, contacts, and previous activity before deciding what to do.
After
The coworker researches the account, adds the findings to shared context, and prepares the next action in the assigned app.
02
Revenue operations
Before
Pipeline, routing, customer context, and follow-up depend on manual updates spread across CRM, spreadsheets, and Slack.
After
The coworker runs the assigned flow and updates the relevant account, pipeline, and operating state as part of the work.
03
Recurring execution
Before
Important reviews and follow-ups wait for someone to remember, recover context, and repeat the same process.
After
The proven job runs on schedule, surfaces exceptions, requests approval when needed, and returns the result to the team.
Coworker control center
Define the job, operating context, and boundaries in one place.
Give each coworker a role, the apps and flows it can use, the context it should remember, the triggers that start it, and the approvals it must request.
- 01Sales and Operations roles such as account research, sales operations, and pipeline review
- 02Explicit app, flow, and action assignments
- 03On-demand, scheduled, or event-triggered execution
- 01Role instructions with inherited application context
- 02Customer, account, and channel memory
- 03Revision history and source attribution for retained context
- 01App and flow access scoped to the assigned job
- 02Tool permissions and action-level controls
- 03Human approval for sensitive sends and production changes
- 01Slack aliases for fast team requests
- 02Recurring schedules for research, reviews, and follow-up
- 03Status and results returned to the originating channel
- 01Coworker-filtered sessions and completed work
- 02Approval, lineage, and memory inspection
- 03Direct links from an activity result to the underlying record
Work completed, context updated
Sales and Operations coworker systemYour apps define the job
A psi* Coworker can research an account, operate a published app, run a flow, update pipeline, and return the result to Slack. The same job can run on a schedule once the team is ready.
It only uses the apps, data, and tools assigned to its role, and sensitive work follows the approval path you set.
Outcome Less manual Sales and Operations work. One current operating record.
From request or schedule to completed work and an updated system.
Surface What you see What psi* handles
Mention @psi sales-ops: research Acme and prepare the next action resolve the role, account, apps, and current context
Research coworker gathers signals and operates the assigned app memory, tools, data access, and approval rules applied
Update account and pipeline context stay current actions, sources, and affected records captured
Repeat the proven job runs on schedule same workflow, context, and controls reused
App access only the apps and flows assigned to the job
Tools choose exactly which research, communication, and operating tools it can use
Approvals sensitive sends and production actions pause for the required human decision
Memory retain customer, account, and channel context with visible sources and revisions
Audit trail record who requested the work, what ran, what changed, and who approved it
Schedules turn a proven Slack request into recurring Sales or Operations work