WeldAgent

AI assistant builtin your workspace

Ask anything. Get instant answers. Take
action with a single prompt.

AI that understands your CRM.
Ask anything, get answers instantly.

What's the status of the Acme deal?

Your AI assistant that
understands sales.

[01]

How many deals closed last quarter?

You closed 23 deals in Q3 worth $412,000. That's 18% above target.

Which rep had the most?

Sarah closed 9 deals ($156,000), followed by James with 7 deals ($118,000).

Ask Anything

Ask any question about your data
and get answers instantly

[02]

Move Acme to proposal and assign to Sarah

Done! 2 actions completed:

Acme → Proposal stage

Assigned to Sarah Johnson

Take Action

Update tasks, move deals, create records. Just tell it what to do

[03]

Summarize the Acme account

Acme Corp — summary:

$50K deal · Proposal stage

12 activities in last 30 days

Next step: send contract by Friday

Smart Summaries

Get instant overviews of deals,
contacts, and activity

Built for teams that
move fast.

[01]

Update Acme deal to $50,000

Done! Updated Acme Corp deal value from $45,000 to $50,000. Pipeline total is now $320,000.

Faster Deal Updates

Instead of clicking through forms, tell
WeldAgent to update deals directly

[02]

What can I do here?

On this page you can view deal details, add notes, schedule follow-ups, or update the stage. What would you like to do?

Context-Aware Help

WeldAgent understands what page you're on
and provides relevant assistance

[03]

Give me a full picture of Acme Corp

Acme Corp — full overview:

CRM: $50,000 deal · Proposal stage

Helpdesk: 2 open tickets · 1 urgent

Mail: 3 unread from Sarah

Tasks: 4 due this week · 1 overdue

Multi-App Intelligence

Access data across CRM, Helpdesk, Mail,
Tasks, and other connected apps

[04]

Find all deals closing this month

Searching pipeline

Found 5 deals closing in December totaling $187,000. Acme Corp is the largest at $50,000.

Natural Language

No complex queries needed—just ask
in plain English and get instant answers

One simple prompt away
from anything.

One conversation replaces dozens of clicks.

Summarize my emails from this week and flag urgent ones

Draft a detailed proposal for the Q2 marketing campaign with budget breakdown and timeline included

What tasks are overdue in my project and who owns them?

Schedule a meeting with the sales team for next Monday morning

Generate a report of last month’s revenue trends by product category and region

Write a follow-up email to the clients we met at the conference

Analyze customer feedback from Q4 and identify the top pain points we should address

Create a content calendar for our social media channels next month

Summarize my emails from this week and flag urgent ones

Draft a detailed proposal for the Q2 marketing campaign with budget breakdown and timeline included

What tasks are overdue in my project and who owns them?

Schedule a meeting with the sales team for next Monday morning

Generate a report of last month’s revenue trends by product category and region

Write a follow-up email to the clients we met at the conference

Analyze customer feedback from Q4 and identify the top pain points we should address

Create a content calendar for our social media channels next month

Help me prepare talking points for the client presentation tomorrow

Find all contracts expiring this quarter and send me the renewal dates with contact info

What’s the status of the Johnson deal?

Create an onboarding checklist for new hires joining the engineering team

Summarize key decisions from yesterday’s meeting and list action items

Generate an invoice for the Acme project with all completed milestones included

Compare our pricing with competitors and highlight where we’re higher or lower

Plan a team building event for next month with venue options

Help me prepare talking points for the client presentation tomorrow

Find all contracts expiring this quarter and send me the renewal dates with contact info

What’s the status of the Johnson deal?

Create an onboarding checklist for new hires joining the engineering team

Summarize key decisions from yesterday’s meeting and list action items

Generate an invoice for the Acme project with all completed milestones included

Compare our pricing with competitors and highlight where we’re higher or lower

Plan a team building event for next month with venue options

Research market trends in our industry for the strategy presentation next week

Write a script to automate the weekly sales reports

What meetings do I have next week and which can be moved or cancelled?

Create a budget forecast for Q3 with optimistic and conservative scenarios

Draft a job description for the senior product manager we’re hiring

Compile customer testimonials for the website redesign project

Analyze sales by region and show me which reps are hitting their targets

Set up automated reminders for all contracts renewing in the next 60 days

Research market trends in our industry for the strategy presentation next week

Write a script to automate the weekly sales reports

What meetings do I have next week and which can be moved or cancelled?

Create a budget forecast for Q3 with optimistic and conservative scenarios

Draft a job description for the senior product manager we’re hiring

Compile customer testimonials for the website redesign project

Analyze sales by region and show me which reps are hitting their targets

Set up automated reminders for all contracts renewing in the next 60 days

Explore other features.

WeldAgent

WeldAgent

AI assistant builtin your workspace

Ask anything. Get instant answers. Take
action with a single prompt.

AI that understands your CRM.
Ask anything, get answers instantly.

What's the status of the Acme deal?

Your AI assistant that
understands sales.

[01]

How many deals closed last quarter?

You closed 23 deals in Q3 worth $412,000. That's 18% above target.

Which rep had the most?

Sarah closed 9 deals ($156,000), followed by James with 7 deals ($118,000).

Ask Anything

Ask any question about your data
and get answers instantly

[02]

Move Acme to proposal and assign to Sarah

Done! 2 actions completed:

Acme → Proposal stage

Assigned to Sarah Johnson

Take Action

Update tasks, move deals, create records. Just tell it what to do

[03]

Summarize the Acme account

Acme Corp — summary:

$50K deal · Proposal stage

12 activities in last 30 days

Next step: send contract by Friday

Smart Summaries

Get instant overviews of deals,
contacts, and activity

Built for teams that
move fast.

[01]

Update Acme deal to $50,000

Done! Updated Acme Corp deal value from $45,000 to $50,000. Pipeline total is now $320,000.

Faster Deal Updates

Instead of clicking through forms, tell
WeldAgent to update deals directly

[02]

What can I do here?

On this page you can view deal details, add notes, schedule follow-ups, or update the stage. What would you like to do?

Context-Aware Help

WeldAgent understands what page you're on
and provides relevant assistance

[03]

Give me a full picture of Acme Corp

Acme Corp — full overview:

CRM: $50,000 deal · Proposal stage

Helpdesk: 2 open tickets · 1 urgent

Mail: 3 unread from Sarah

Tasks: 4 due this week · 1 overdue

Multi-App Intelligence

Access data across CRM, Helpdesk, Mail,
Tasks, and other connected apps

[04]

Find all deals closing this month

Searching pipeline

Found 5 deals closing in December totaling $187,000. Acme Corp is the largest at $50,000.

Natural Language

No complex queries needed—just ask
in plain English and get instant answers

One simple prompt away
from anything.

One conversation replaces dozens of clicks.

Summarize my emails from this week and flag urgent ones

Draft a detailed proposal for the Q2 marketing campaign with budget breakdown and timeline included

What tasks are overdue in my project and who owns them?

Schedule a meeting with the sales team for next Monday morning

Generate a report of last month’s revenue trends by product category and region

Write a follow-up email to the clients we met at the conference

Analyze customer feedback from Q4 and identify the top pain points we should address

Create a content calendar for our social media channels next month

Summarize my emails from this week and flag urgent ones

Draft a detailed proposal for the Q2 marketing campaign with budget breakdown and timeline included

What tasks are overdue in my project and who owns them?

Schedule a meeting with the sales team for next Monday morning

Generate a report of last month’s revenue trends by product category and region

Write a follow-up email to the clients we met at the conference

Analyze customer feedback from Q4 and identify the top pain points we should address

Create a content calendar for our social media channels next month

Help me prepare talking points for the client presentation tomorrow

Find all contracts expiring this quarter and send me the renewal dates with contact info

What’s the status of the Johnson deal?

Create an onboarding checklist for new hires joining the engineering team

Summarize key decisions from yesterday’s meeting and list action items

Generate an invoice for the Acme project with all completed milestones included

Compare our pricing with competitors and highlight where we’re higher or lower

Plan a team building event for next month with venue options

Help me prepare talking points for the client presentation tomorrow

Find all contracts expiring this quarter and send me the renewal dates with contact info

What’s the status of the Johnson deal?

Create an onboarding checklist for new hires joining the engineering team

Summarize key decisions from yesterday’s meeting and list action items

Generate an invoice for the Acme project with all completed milestones included

Compare our pricing with competitors and highlight where we’re higher or lower

Plan a team building event for next month with venue options

Research market trends in our industry for the strategy presentation next week

Write a script to automate the weekly sales reports

What meetings do I have next week and which can be moved or cancelled?

Create a budget forecast for Q3 with optimistic and conservative scenarios

Draft a job description for the senior product manager we’re hiring

Compile customer testimonials for the website redesign project

Analyze sales by region and show me which reps are hitting their targets

Set up automated reminders for all contracts renewing in the next 60 days

Research market trends in our industry for the strategy presentation next week

Write a script to automate the weekly sales reports

What meetings do I have next week and which can be moved or cancelled?

Create a budget forecast for Q3 with optimistic and conservative scenarios

Draft a job description for the senior product manager we’re hiring

Compile customer testimonials for the website redesign project

Analyze sales by region and show me which reps are hitting their targets

Set up automated reminders for all contracts renewing in the next 60 days

Explore other features.

WeldAgent

PROJECTS

COLLABORATION

KNOWLEDGE

TIME

AI assistant builtin your workspace

Your AI assistant that
understands sales.

Built for teams that
move fast.

One simple prompt away
from anything.

Explore other features.

Get started today

PROJECTS

COLLABORATION

KNOWLEDGE

TIME

AI assistant builtin your workspace

Your AI assistant that
understands sales.

Built for teams that
move fast.

One simple prompt away
from anything.

Explore other features.

Get started today

PROJECTS

COLLABORATION

KNOWLEDGE

TIME

AI assistant builtin your workspace

Your AI assistant thatunderstands sales.

Built for teams thatmove fast.

One simple prompt awayfrom anything.

Explore other features.

Get started today

PROJECTS

COLLABORATION

KNOWLEDGE

TIME

AI assistant builtin your workspace

Your AI assistant thatunderstands sales.

Built for teams thatmove fast.

One simple prompt awayfrom anything.

Explore other features.

Get started today

Your AI assistant that
understands sales.

Built for teams that
move fast.

One simple prompt away
from anything.

Your AI assistant that
understands sales.

Built for teams that
move fast.

One simple prompt away
from anything.