AI assistant for sales teams

An AI assistant for sales lives in the tools your reps already use — iMessage, SMS, Slack, Microsoft Teams, and live phone calls — and does the work that surrounds a deal. It replies to leads, keeps the CRM honest, drafts outreach, books meetings, and reads up on a prospect before a call. The part managers care about: nothing gets sent or written until an approver you pick signs off, and every action lands in a full audit trace.

Reps don't lose deals because they're bad at selling. They lose them to slow follow-up, a CRM that's half-updated, and an hour of admin a day that should have been selling time. Arlo does that work from the same thread a rep is already texting in, so they don't have to stop and switch apps.

What an AI assistant does for sales reps

The repetitive, time-sensitive stuff around every deal:

• Lead follow-up speed — drafts the first reply to a new inbound in seconds, then either nudges the rep to send or sends once approved.
• CRM logging — turns a quick text into notes, call outcomes, and next steps written straight to the record.
• Outreach — writes emails and messages grounded in the prospect's context and your past conversations, not a generic template.
• Scheduling — proposes times, books the meeting, and handles the inevitable reschedule.
• Pre-call prep — pulls account history, recent news, and open threads so nobody walks in cold.
• Deal momentum — flags deals that have gone quiet and reminds reps of what they promised.

Realistic scenarios

A lead fills out a form at 9 p.m. Arlo drafts a tailored reply and queues it. The rep taps approve from the couch, and the lead hears back before a competitor wakes up.

A rep texts a two-line summary after a discovery call. Arlo logs it, moves the deal stage, and files the follow-up task. No CRM tab opened.

It's the morning of a renewal call. Arlo has already sent a briefing: the account's history, last quarter's usage, and the three questions left hanging in the last thread.

A deal has been silent for ten days. Arlo notices, flags it, and drafts a re-engagement message for the rep to look over.

Governance built for sales managers

Speed without oversight is how the wrong message reaches the wrong account, and in sales that costs real money. Arlo is built so you keep the reins.

• Approval before send — drafts, emails, and CRM writes wait for a reviewer you choose. Nothing goes out unreviewed unless you decide it should.
• Policy on every run — each tool connection resolves through policy before the assistant acts.
• Full audit trace — every tool call, data source, and approval is logged, so you can see what was sent, to whom, and why.

So you can hand reps an AI assistant without losing sight of what goes out under the team's name.

AI assistant vs. doing it manually

Task	Manual	With an AI assistant
New lead reply	Minutes to hours, if remembered	Drafted in seconds, sent on approval
CRM logging	Skipped or batched late	Logged from a quick text
Call prep	Ad-hoc, time permitting	Briefing ready before the call
Stalled deals	Caught on a pipeline review	Surfaced proactively
Manager visibility	Spot checks	Full audit trace of every action

How it connects to your sales stack

Arlo plugs into Slack, Gmail, Notion, Linear, GitHub, and 3,000+ other tools. For the sales systems that don't have a clean API — and there are always a few — it logs in once through a secure browser session and reads records, fills forms, and updates fields the way a person would. The CRM you already run stays in scope.

Memory is what makes it feel like an AI colleague rather than a macro. Arlo remembers accounts, past conversations, and commitments, and sends a morning briefing of what moved overnight.

Try Arlo

Founders and revenue leaders setting up their first AI hire can start with the AI assistant for founders use case, then roll it out to the team. Comparing options? See Arlo vs. Lindy, or how the same colleague works for recruiters. Ready to put one to work on your pipeline? Try Arlo.