Before the interaction
Celoia checks the calendar, pulls the full deal history, and builds prep sheets so your team walks in ready -- not scrambling 15 minutes before.
Proactive AI Agents for B2B Sales
Sales is reactive.Your systems don't have to be.
Celoia understands how you win deals and gets the ball rolling.
Celoia captures interactions wherever your team works, detects what needs to happen, and runs adapted playbooks with multiple, specialized agents working in parallel. Approvers review critical steps and hit send.
Captures interactions anywhere
Meeting platforms, phone calls, messages, field notes, existing tools. The channels where deals actually move stop being invisible and full deal context becomes actionable.
Playbooks that adapt to the deal
Personalized to your sales process and prospects. Celoia learns how your best deals are won and dynamically adapts playbooks to the specific account and context. Multiple agents work in parallel.
Approvers stay in control
Critical steps get reviewed by the approver before the playbook continues. Low-risk actions can auto-run. Nothing sensitive sends unchecked.
Pre-call prep
Mid-call coaching
CRM updates suggested
Follow-up drafted
Pipeline audited
Coaching insights surfaced
Cross-team routing
Competitive intel aggregated
Handoff doc created
Deal stage moved
Internal question routed
Rep scorecard generated
Case study pulled
Next meeting scheduled
Pre-call prep
Mid-call coaching
CRM updates suggested
Follow-up drafted
Pipeline audited
Coaching insights surfaced
Cross-team routing
Competitive intel aggregated
Handoff doc created
Deal stage moved
Internal question routed
Rep scorecard generated
Case study pulled
Next meeting scheduled
Sales data and tools managed
Your team knows how to win customers.The problem is actually taking time to push deals forward.
Celoia closes the gap across customer activities, tools, and ideal actions. That way, reps, leadership, and ops get more done: smarter, faster, and easier.
CRM fields go empty. Follow-ups slip. Coaching insights stay locked in individual calls. Product feedback takes months to reach the right team. Handoffs lose context. Not because people don't care — because the work between interactions is tedious, fragmented, and manual. Celoia doesn't forget or get too busy.
During the interaction
Mid-call coaching flags qualification gaps in real time -- budget, timeline, decision process -- with specific feedback and questions to ask.
After the interaction
CRM updated, follow-up drafted, materials pulled, handoff docs generated, next meeting created, patterns surfaced for leadership. Approvers review critical steps to reinforce trust and improve consistency.
How playbooks work
01
Celoia captures the interaction
Wherever it happens -- a video call, a phone conversation, a field visit, a message thread, a set of notes. Context stops living in someone's head or dying in a tool nobody checks.
02
It detects the work to win the deal
Based on what was said, what changed in the deal, and who needs to know, Celoia spins up an adapted playbook based on what moves the needle. Multiple agents work in parallel -- researching deal history, drafting communications, suggesting CRM updates, pulling materials, flagging risks, routing questions to internal teams.
03
Approvers review critical steps with feedback
Every playbook has approval gates. Approvers can review, redirect, or add context before the playbook continues. Low-risk actions auto-execute. Sensitive ones pause. The team stays in control while improving future outcomes.
Works across the whole org
Reps get time back.
Leaders get insights.
Ops gets clean data.Nobody had to nag anyone.
Celoia securely orchestrates work across roles — not just within a single person's workflow. Patterns get aggregated. Questions get routed. Handoffs carry full context. The loops that used to take weeks close automatically.
Pipeline and coaching insights
Deal health, rep performance patterns, competitive mentions, and qualification gaps surface for leadership without watching every call.
Cross-team routing
Internal questions, approvals, and actionable trends reach the right person without the manual chase.
Handoffs with full context
When deals transition -- AE to CSM, rep to manager, sales to product -- the next person picks up where things left off.
Why teams switch
Current tools capture activity.Celoia puts it to work.
Note-takers transcribe. CRMs store records. Sequence tools blast emails. But none of them know the deal, detect what needs to happen, or start working without being asked.
Proactive, not reactive
Celoia detects the work that needs to happen and runs adapted playbooks the moment a trigger fires -- before, during, or after an interaction. Other tools wait for you.
Playbooks, not prompts
Intelligent workflows with approval gates and parallel agents that adapt to the deal. Not a chatbox where quality depends on your prompt.
Orchestrator, not point tool
Pipeline forecasting, coaching insights, cross-team routing, handoff docs, pre-call prep, mid-call coaching, post-interaction execution. One system, not six.
Watch it adapt to your sales process
Every sales org runs differently. Celoia replicates playbooks around yours.
We identify the bottlenecks in your sales process and design the skills and playbooks to speed up sales on day one.