Try Pro free for 14 daysHeyBrain is now live for general availability; join leading teams using HeyBrain!Start Free

SOLUTIONS · SALES

AI for sales teams where every rep answers like your best

Use AI for sales with battlecards, pricing decisions and deal history. Give reps cited context before the next customer conversation.

  • Objection handling.
  • Ask from Claude, Cursor or Codex.
  • Keep private knowledge private.

Built for SDRs, AEs, Sales managers, Enablement

What should I ask a logistics ops lead?

The discovery guide asks about exception handling, handovers and where operational answers live today. 1

Discovery guide

Ramp faster. Answer sharper. Close cleaner.

Your SDRs and AEs share answers with sources.

  • AEs

    Objection handling

    • How do we answer 'too expensive' for mid-market?

      On request

    • Which workflow does the buyer need to improve first?

      Before deciding

    Source answer: The objection guide separates price from implementation value. It suggests asking which workflow the buyer needs to improve first.

    Sources: Objection guide (Google Drive); Willow Works · Supporting notes (Notion).

    Reads from
    • Google Drive
    • Notion
  • AEs

    The right case study

    • Which case study fits a 200-person fintech?

      Weekly

    • How does the index match stories to size and buying problem?

      Before deciding

    Source answer: The case-study index groups stories by company size and buying problem. The fintech brief identifies the closest match.

    Sources: Case-study index and fintech brief (Notion); Willow Works · Supporting notes (Google Drive).

    Reads from
    • Notion
    • Google Drive
  • SDRs

    Discovery prep for SDRs

    • What should I ask a logistics ops lead?

      On request

    • What should I ask about exceptions, handovers and finding answers?

      Before deciding

    Source answer: The discovery guide asks about exception handling, handovers and where operational answers live today.

    • Open the current source before the next step

    Sources: Discovery guide (Google Drive); Willow Works · Supporting notes (Notion).

    Reads from
    • Google Drive
    • Notion
  • Enablement

    New rep ramp

    • What do I need to know for my first demo?

      Weekly

    • Which sources should I read before my first demo?

      Before deciding

    Source answer: The enablement checklist starts with the buyer problems, plan differences and discovery guide. The demo outline links to each source.

    • Open the current source before the next step

    Sources: Enablement checklist and demo outline (Notion); Willow Works · Supporting notes (Google Drive).

    Reads from
    • Notion
    • Google Drive
  • AEs

    Deal desk rules

    • What discount can I offer without approval?

      On request

    • Who approves discounts above the standard band?

      Before deciding

    Source answer: The deal desk policy permits the standard discount band. Higher discounts need approval from the named commercial owner.

    Standard discount band
    The deal desk policy permits the standard discount band.
    Higher-discount approval owner
    Higher discounts need approval from the named commercial owner.

    Sources: Deal desk policy (Google Drive); Willow Works · Supporting notes (Notion).

    Reads from
    • Google Drive
    • Notion
  • SDRs

    Margin withheld from SDRs

    • Which plan and product details can SDRs use without margin information?

      Weekly

    • Which roles can read the margin information?

      Before deciding

    Source answer: The plan and product details are available to SDRs. Margin information remains limited to finance and sales leadership.

    Sources: Plan details and margin access rules (Notion); Willow Works · Supporting notes (Google Drive).

    Reads from
    • Notion
    • Google Drive

Less searching. More shared context.

Without HeyBrain

With HeyBrain

Search the objection guide for how to discuss price and implementation value with a mid-market buyer.

Find the guide’s distinction between price and implementation value, and its question about the buyer’s first workflow to improve.

Compare case studies by company size and buying problem before checking the fintech brief.

Find stories grouped by size and buying problem, with the fintech brief identifying the closest match.

Read the discovery guide to assemble questions for a logistics operations lead.

Find questions about exception handling, handovers and where operational answers live today.

Collect buyer problems, plan differences and the discovery guide before a new rep’s first demo.

Find those starting points in the enablement checklist, with the demo outline linking each source.

ONE CONNECTED BRAIN

One question, across your tools

Bring Google Drive, Notion and your uploads into one cited answer.

Question
How do we answer 'too expensive' for mid-market?
Answer
The objection guide separates price from implementation value. It suggests asking which workflow the buyer needs to improve first. (Source 1)
  • Source 1: Objection guide (Google Drive)
  • Additional source: Case-study index and fintech brief (Notion)
  • Additional source: Discovery guide (Google Drive)

FOLLOW THE SOURCE

Review the evidence behind an answer

Open the citation. Read the original wording and surrounding detail.

Answer
The case-study index groups stories by company size and buying problem. The fintech brief identifies the closest match. (Source 1)
Cited excerpt from Case-study index and fintech brief (Notion)
The case-study index groups stories by company size and buying problem. The fintech brief identifies the closest match.
  • Source 1: Case-study index and fintech brief (Notion)
  • Source 2: Objection guide (Google Drive)

PERMISSIONS IN EVERY ANSWER

Share the context. Keep the boundaries.

Same question, different permissions. Review the request and sources in the access record.

Question
What should I know before the renewal call?
Answer for Sana Vale (Sales manager)
Account priorities and service terms available. Renewal margin floor: 22%.
Answer for Luca Okafor (Account executive)
Account priorities and service terms available. Restricted section withheld.
Section withheld from Luca Okafor
MARGIN LIMITS · SALES LEADERS
Access record
14:02 · Luca Okafor · Source access checked · 1 SECTION WITHHELD · RECORDED

Company knowledge, under your control

Permissions you already have

Answers respect source access.

Every agent gets its own key

Set its scope. Revoke its key.

A record of every access

Review requesters, sources and access decisions.

Review provider data terms

Check provider data use and retention.

Bring your own model key

Connect your model to governed knowledge.

LESS CONTEXT. LOWER COST.

Send less context per task

HeyBrain sends only the context a task needs.

Repeated contextWhole documents
With HeyBrainRelevant passages

FAQ

Questions sales teams ask

  • How do we answer 'too expensive' for mid-market?

    The objection guide separates price from implementation value. It suggests asking which workflow the buyer needs to improve first. Ask follow-ups in the same conversation and open each citation to check the surrounding detail, then share the source with colleagues who can access the same collection.

  • Which case study fits a 200-person fintech?

    The case-study index groups stories by company size and buying problem. The fintech brief identifies the closest match. Connect the relevant Drive folder or Notion pages, or upload documents, then follow citations to their original passages from the AI tools your colleagues already use.

  • Which sources and AI tools can we use?

    Connect Google Drive, Notion and document uploads; Claude, Cursor and Codex ask your company knowledge through HeyBrain MCP. Keep decisions and references available where your team works. HeyBrain supplies knowledge; agents use their own tools for actions requested by the user.

  • How does HeyBrain keep private knowledge private?

    People and agents receive answers from sources they can open. Workspace rules restrict the audience; each agent has its own key and scope. Administrators review requesters, times and source references in activity records alongside workspace membership and source access rules.

  • How do we get the team started?

    Connect your team’s current brief, decision notes and working guide, invite the people who need them and ask a familiar question. Open its source citations before expanding the collection. Align workspace membership and individual agent scopes with each team’s responsibilities.

  • How does HeyBrain reduce AI token cost?

    HeyBrain sends only the context a task needs instead of repeatedly passing whole documents to your AI tool. Use the context calculator to compare the amount you send and your input price. Your team shares the same connected knowledge across tools, so every new conversation can start with the relevant passages and their sources.

/ Get started today

Put your company knowledge
to work with HeyBrain