RevPal

AI augmentation

AI that works inside the workflows you already run

We embed AI agents into your existing CRM — quoting, data enrichment, account planning — so your team moves faster without switching tools or trusting a black box. Every action is governed, logged, and reversible.

Book a workflow auditSee how augmentation works

Why bolt-on AI stalls

Most AI tools ask your team to move work into a new app. They won't — so the tool goes unused, or worse, it writes to your system of record with no guardrails.

RevPal takes the opposite path: we augment the system your team already lives in, on top of the workflows they already trust. The AI drafts and proposes; your people stay in control.

Three augmentation patterns

Every engagement uses one or more of these. All three are drawn from shipped work, anonymized.

01

In-workflow copilots

AI drafts inside the screen the rep already uses; the human approves.

The copilot lives where the work happens, so there is no new tab and no new habit. A quoting copilot embedded in quote-to-cash assembles multi-segment quotes, respects every pricing and validation rule you have encoded, and refuses to produce a non-compliant quote.

  • Embedded in the existing CRM screen, not a separate app
  • Honors your pricing, approval, and validation rules
  • Refuses non-compliant output rather than guessing
  • Configured to your real quote-to-cash edge cases
02

Propose-then-dispose agents

AI works a backlog autonomously and surfaces findings to a review inbox.

The agent grinds through the queue on its own, then stops at the boundary of your records. Nothing is written until a human accepts. A data-enrichment agent built this way produced 90+ field proposals across a pilot at 92%+ average confidence, each one individually accept/reject-gated by the record owner.

  • Autonomous on the backlog, gated at the write
  • Review inbox with per-field accept and reject
  • Confidence score attached to every proposal
  • Accept-rate tracked so quality is measurable
03

Embedded intelligence

Records, summaries, and next steps enriched passively where your team already looks.

The quietest pattern and often the fastest to value: intelligence that appears on the objects your team opens anyway. Auto-summarized account check-ins, account-plan drafts generated on the existing account page, and next-step suggestions surfaced in context — no prompt to write, no workflow to adopt.

  • Auto-summarized check-ins and call notes
  • Account-plan and QBR first drafts on the account page
  • Next-step suggestions in the object your team already opens
  • Zero net-new steps in the rep's day

Governance

AI you can actually put in production

The gap between an AI demo and AI in production is governance. We build these controls in from day one — because we have learned exactly how they fail without them.

Kill switch

One flag disables every agent instantly.

Hard cost cap

Per-agent daily budget breaker. Spend stops, not surprises.

Human-in-the-loop

A review inbox gates every write. No silent changes to your data.

Confidence scoring

Low-confidence proposals are flagged, not applied.

Full audit trail

Every decision logged with its reasoning and its source.

Sandbox-first

Built and tested in a copy of your org, then cut over incrementally.

How we deliver

A repeatable method, run in the order that keeps your system of record safe. Nothing reaches production before it has passed the gate in front of it.

01

Workflow audit

Map the workflow end to end and identify where AI adds real leverage — and where it must not touch.

02

Augmentation design

A written design and review gate before anything is built. You approve the behavior before it exists.

03

Sandbox build

Agents built and wired inside a copy of your org, against your real objects and rules.

04

Scenario validation

Scenario-tested against your actual edge cases until it behaves consistently — not until the demo looks good.

05

Incremental production cutover

Field by field, workflow by workflow, reversible at each step.

06

Operate & monitor

Cost, confidence, and accept-rate dashboards. We tune as your data and motion shift.

What we augment

If your team already runs it in Salesforce or HubSpot, it is a candidate. These are where augmentation pays back fastest.

Quote-to-cash
Data enrichment & hygiene
Account planning & QBRs
Lead routing & qualification
Reporting & OKRs
Cross-platform sync (Salesforce · HubSpot · Marketo)

Not sure which workflow to start with? That is what the audit is for — or see how engagements are scoped and priced.

Frequently asked questions

Agents run against your org under your controls. Nothing is copied into a separate product to be reprocessed. PII exposure is scoped to the fields a given workflow actually needs and logged on every call, and sensitive record types are treated as a distinct risk class with tighter handling rules and their own review gate.

Start with one workflow.

We will map it end to end, show you where AI adds leverage and where it should never touch, and come back with a design you can approve before anything gets built.

Book a workflow audit

Fixed-scope audit, no platform commitment.