// Industries · B2B companies
Every deal and every ticket leaves a trail in writing.
Companies that sell to other businesses write down the work: sales threads, proposals, support tickets, onboarding notes and account reviews, across the CRM, the inbox and chat. Years of that connected record is the kind of trail AI developers review. We help you see whether yours is ready.
The systems your team already writes in
Nothing new to install. What counts is years of work on the same systems, connected across them.
// Your written record
Years of connected work
6 systems, one trail
What's in, and what stays out
Typically licensable
- Sales and account threads
- Support tickets with resolutions
- Onboarding and customer-success notes
- Internal SOPs and playbooks
Stays out
- Customer personal data
- Contracts with confidentiality terms that restrict it
- Payment and banking details
- HR and payroll
Who counts toward the 30
Count sales, support, customer success, operations and admin staff who work in the CRM and email daily.
Questions owners ask
- Our CRM is full of customer contacts.
- Customer personal data stays out; that's agreed in writing before anything moves. What's evaluated is how your team works.
- Do our customers need to agree?
- Your attorney checks your customer agreements; anything they restrict stays out.
- We're not in any industry listed here.
- That's fine. If your team works in writing, book a data consultation and we'll tell you where you stand.
Book your data consultation
Tell us about your company. A data specialist calls you by the next business day. Nothing you tell us commits you to anything.