Product roadmap · No release date

Sales AI role

Tracks pipeline, follows up, and keeps the CRM honest — within permissions and approval gates.

Roadmap concept — not available

The Sales role is designed to keep pipeline visible, follow-ups timely, and CRM state trustworthy — escalating pricing, contract, or commitment decisions to a human.

It is a governed AI business role operating inside defined permissions — not unsupervised outreach automation marketed as a finished product.

Example task (when shipped): Flag stale opportunities and draft a follow-up for human review before it sends.

Honest status: No customer-facing Sales product exists today. There is no early-access program and no promised delivery date.

Related: Accounting · Sales · Operations · Specialized roles

Roadmap only — not available

This page does not claim the role is available to customers today.