RevPal

Agentic delivery

Bring your model to where you work.

Connect your own AI — Claude or ChatGPT — to your live Salesforce or HubSpot. Your GTM team works with your CRM from Slack or their AI provider. You bring the model; we build the system around how your business actually runs.

See how it worksTalk to a RevOps operator

The shift

Your team already works in AI. Your CRM doesn't.

Reps ask AI to draft, summarize, and plan — then switch tabs and dig through Salesforce by hand. The system that runs revenue is the one place AI can't reach.

We close that gap.

You bring the model. We build the system.

01

Define

We map your business processes and data definitions, so the AI understands your pipeline, your fields, and your rules — not a generic CRM.

02

Build

We build Helix, a bespoke plugin wired to your Salesforce or HubSpot, encoding your processes and guardrails.

03

Work

Your GTM team uses it where they already are: Slack, or their AI provider (Claude or ChatGPT). Ask, update, and pull from your CRM in plain language.

Claude / ChatGPTSlackHelixGuardrails + sign-offSalesforce / HubSpotYour inputs
Your model and Slack feed into Helix. Guardrails and a senior operator's sign-off are applied before anything touches your CRM.

Model-agnostic by design.

Use the AI you already pay for. Claude or ChatGPT, your subscription, your data controls. Helix connects it to your live CRM — Salesforce or HubSpot — and to Slack. Switch models without rebuilding your process.

ClaudeChatGPTSlackSalesforceHubSpot

Helix: your bespoke agentic layer.

Helix is the plugin we build for you — tuned to your processes and data definitions, not an off-the-shelf bot. It's how your operators' expertise gets encoded so your whole GTM team can execute it, fast, in the tools they already use.

Built to be trusted with revenue.

Speed is only valuable if the answer is right. These guardrails encode a senior operator's standards into Helix, so AI-generated work is checked before it ever reaches your CRM.

  1. 01

    No evidence, no claim

    Every statement about your org must cite the actual query or result behind it, or it's blocked.

  2. 02

    A second, independent model checks judgment calls

    Disagreement between models is a flag to slow down. The operator decides what happens next.

  3. 03

    Deterministic where it counts

    Deploys, reports, and data changes run on tested pipelines, repeatable and reviewable.

  4. 04

    A senior operator signs off

    Nothing ships on the AI's say-so. We work alongside your team so the fixes stick.

  5. 05

    Your data isn't training data

    Helix runs in your own environment. Your data goes to your AI model only to answer the task, under terms that forbid training on it, and there's no separate SaaS holding a copy.

specialist agents
317specialist agents
automated safety guardrails
225automated safety guardrails
of your data used to train AI models
0of your data used to train AI models

Proof, not promises.

Put your CRM where your team already works.

Bring your model. We'll define the process, build Helix, and get your GTM team working from Slack or their AI in weeks.

Start a conversation

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