Dossier shows up in Slack with meeting prep, prospect research, follow-ups, and personalized outreach ready for review.
Meeting with Marcus Ray. News: Announced new corporate treasury product 2 days ago. Attio shows prior pilot request stalled due to lack of Slack integration.
Follow-up call. Granola transcript notes they loved the warm-intro feature; requested security tier verification.
An AI sales assistant takes on the research, preparation, and writing that surrounds selling, so your hours go into conversations instead of tabs. It prepares you for meetings, researches accounts and prospects, watches for buying signals, drafts personalized outreach, and keeps the CRM current afterwards.
Most AI sales assistant software asks you to open one more tab. Dossier works where your team already talks. It arrives in Slack on its own with a morning digest, messages drafted from real signals, and answers mid-call — then turns the call into follow-ups and CRM updates. You review and approve; nothing goes out on your behalf.
It connects to the tools you already run, and if prospecting is the job to be done, see Dossier for sales prospecting.
Today's meetings and industry news, all before you open a tab.
Meeting with Marcus Ray. News: Announced new corporate treasury product 2 days ago. Attio shows prior pilot request stalled due to lack of Slack integration.
Follow-up call. Granola transcript notes they loved the warm-intro feature; requested security tier verification.
“I noticed you manually research and enrich every new attendee registered for your upcoming webinar via LinkedIn before emailing them. Would you like me to automate this?”
Based on signals Dossier has been watching for new prospects and existing accounts.
Ask Dossier mid-call and get answers from your CRM, product updates, docs, Slack, and prior customer history.
A: Yes — Dossier uses per-organization encryption vaults with AWS KMS customer-managed keys and zero model training. Whitepaper ready to share.
“Hi Marcus — great speaking today. As discussed, I've attached our CASA Tier 2 security whitepaper and included answers to the custom MCP question your team had. Next step: technical review on Thursday...”
Dossier turns the call into a follow-up email, next steps, and CRM updates while the conversation is still fresh.
Ask in plain English. Dossier pulls from your CRM, activity data, and account signals.
“I've already recommended Dossier to four other teams. It's that powerful.”
“Dossier helped us turn one conference into multi-million-dollar pipeline. It wrote personalized attendee messages that got high response rates, and even people who didn't reply remembered the outreach.”
Pick a starting point. Dossier runs it and learns how your team likes things done.
Adds a researched opener to every message — no copy-pasting.
Finds the shortest path to any prospect through people you know.
Walks you into every call briefed, not scrambling.
Flags ICP posts the moment a solvable problem gets named.
Catches new decision-makers before they've locked in vendors.
Hands you a prioritized hit-list before the badge scramble starts.
Or describe what you need. Dossier builds it.
The first AE. The founder still running sales. The quota-carrying sales rep without an ops team behind you. Dossier is built for you.
Generic data is a commodity. Your real competitive edge is your insights. Dossier is built for you to turn them into automated, always-on systems that make you a superb seller.
Dossier already knows things about your prospects and your own company that you'd otherwise have to go dig up yourself — from company announcements and posts, to what engineering just shipped.
An AI sales assistant handles the research, preparation, and writing that surrounds a sale, so a rep's time goes into conversations instead of tabs. In practice that means preparing you for meetings, researching accounts and prospects, drafting outreach, and keeping the CRM current. Dossier does this inside Slack and hands you finished work to review rather than a dashboard to go read.