Solution sections · Sales teams

Sales teams

Every opportunity,
with more context.

Bring contacts, conversations and proposals together to prepare sales follow-up with context.

Give XIA a specific first job.

Illustrative team collaboration. The XIA workflow is shown below.Open video

Start with a team. Connect the organisation.

Scope can grow from one task to a company or a network.

  • Your team

    One use case, an owner and the sources needed to start.

  • Your company

    Cross-team coordination with defined scope, permissions and integrations.

  • Your network

    Enterprise and Comunidades to explore multiple companies and white label.

From a request to a result you can review.

An example of how XIA organises context and prepares the next step.

XIASales meeting · Sample customer

XIA, Prepare the next step for this opportunity.

Sales meeting · Sample customer✓ 3Coordinate three branchesSend scope proposalConfirm customer owners
Proposal and follow-upHoy
1 h → 10 minper meeting prep100% traceableevery opportunity with its context0 loose proposalseverything in one place
XIARooms · Context

Sales teams

XIA, Prepare the next step for this opportunity.

Sales meeting · Sample customer

Demo with sample data.

The tools behind the work.

Your team shares context; XIA prepares information and actions using available tools and permissions.

  • Napsix CRM

    Contacts and opportunities with commercial context.

  • Napsix Docs

    Editable documents prepared for review.

  • Rooms

    Shared conversations with context, people and agents.

Let context travel with the work.

NeedScattered workWith XIA and your team
Incoming informationDocuments and messages in separate places.Sales meeting · Sample customer
CoordinationAgreements that need to be reconstructed.Confirm customer owners
ResultA report detached from open items.Proposal and follow-up

Why Napsix, XIA and Mato help your sales team

Three layers working together: the apps you already use, the agent that operates them and the model that understands the trade.

  • Plataforma

    NapsixB2B

    Contacts in HubSpot, email in Gmail and meetings in Google Calendar: your usual tools, with the data at hand.

    • HubSpot
      HubSpot
    • Gmail
      Gmail
    • Google Calendar
      Google Calendar
  • Agente

    XIA

    It prepares the next step for every opportunity and leaves the proposal ready to review.

  • Modelo
    Matov1.0

    It understands accounts, branches and objections without being told, and writes in the brand's sales voice. At zero cost per token.

Define what connects your operation.

Choose the case, sources and actions. Then validate permissions and review the result with your team.

External sources need connections. Prices, terms and messages are validated according to your process; no sales outcomes or unlimited enrichment are promised.

Your tools, working with Napsix.

External apps need connections and permissions. You can also work with Napsix’s native apps.

Illustrative preview

Rooms

People, agents and your apps in one channel

Explore Rooms
Illustrative preview

XIA Agents

Chat, agents and rooms for your team

Explore XIA Agents
Illustrative preview

Projects

Workspace with chats, KB and agents

Explore Projects
Illustrative preview

Sheets

A shared spreadsheet, with XIA inside

Explore Sheets
Illustrative preview

Docs

Documents the AI writes for you

Explore Docs
Illustrative preview

Dashboards

Dashboards you build by talking, with live data

Explore Dashboards
Illustrative preview

Mail

Professional email operated by AI

Explore Mail
Illustrative preview

Forms

AI forms that route themselves

Explore Forms
Illustrative preview

Storage

Your files, centralized and AI-ready

Explore Storage
Illustrative preview

CRM

Pipeline, contacts and inbox with AI

Explore CRM
Illustrative preview

Inbox

WhatsApp, Instagram and email, unified

Explore Inbox
Illustrative preview

Automations

Flows that react and execute

Explore Automations
Illustrative preview

Coder

Websites born connected to your operation

Explore Coder
Illustrative preview

Crawl

Your agents search and read the web: pages, PDFs and an API

Explore Crawl
Illustrative preview

Designer

Create images, carousels and videos with your brand.

Explore Designer

Before you start

Can I start with a single task?
Yes. Choose an owner, a source and a specific result. The first implementation lets you review the process before expanding it.
Are integrations already activated?
No. Authorised accounts are connected and each agent’s read and write permissions are defined. A custom system requires reviewing its API or integration mechanism.
Can this cover a company or a network?
Enterprise can scope the organisation and Comunidades a network of companies. White label and custom domains depend on the plan and configuration.
What is the scope of this solution?
External sources need connections. Prices, terms and messages are validated according to your process; no sales outcomes or unlimited enrichment are promised.

Give XIA a specific first job.

Let’s review where the workflow begins and what your team needs.

XIA
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