How is this different from asking ChatGPT about our pipeline?

HeyBrain gives your team a shared knowledge layer built from approved sources. Connect the account plans and campaign documents you want to consult, then review the source evidence when checking an answer. Your assistant’s available context depends on its own connections and configuration.

Do reps see things they shouldn’t?

Review source access, workspace membership and configured permissions before connecting material. Test with an appropriately scoped account, including the information it should not receive.

What about the agents our team runs?

Give each agent its own key and review the issuing member’s permissions and configured key scope. Keep tool actions and approvals in the agent’s own workflow. Verify the connection and supported controls in your account before using it with sensitive company material.

Do we have to move our documents?

Start by connecting a supported source such as Google Drive or Notion and choosing the documents your team needs. Verify the supported import or synchronization behavior for your account before planning a migration.

How long does it take to see something useful?

Begin with a small set of relevant, approved documents and a question you can check against them. Setup and processing time depend on the source, account configuration and volume. Confirm that the expected material is available before inviting the team to rely on it.

Solutions · Sales & Marketing

Shared company knowledge for sales and marketing teams

Connect approved account plans, call notes, campaign work and content to a shared knowledge layer. Your reps, marketers and compatible AI clients can consult that context and review the source evidence.

Bring pipeline, campaigns and content into one shared knowledge workflow.
Review source references before quoting a price, campaign result or account detail.
Give each agent its own key and review the issuing member’s permissions and configured key scope.

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Ask HeyBrainHalden GroupSearch…⌘K

What changed on the Halden Group account since our last call?

Searched 5 sources · answered in 1.8s

Two things moved since your call on 2 Sep. Procurement now wants the revised quote by the 14th1, and Daniel approved holding last year’s rate on a 24-month term2. The open question is seats: their team expects to add two regions in Q13.

3 sources

Answered for Maya Oduya · Account ExecutiveScoped

Ask a follow-up…

Sources3 cited · 5 searched

Halden Group · Account plan

Notion · edited 3 days ago

Pricing approvals · Q3

Google Drive · 6 Aug

Call notes · Halden · 2 Sep

Google Drive · 2 Sep

Renewal playbook

Notion · 12 Jun

Pellam Co. renewal notes

Google Drive · 18 Mar

Fill the pipeline. Ship the campaign. Prove what worked.

Sales and marketing argue over the same numbers because they read them in different tools. HeyBrain puts the context in one place and answers from it, for people and for the agents they run.

Sales
Account context before the call
- Brief me on this account
  On request
- What changed since the last call
  Before every call
Reads from
Sales
Renewal and risk watch
- Renewal risk summary
  Weekly
- Which accounts have gone quiet
  In the weekly review
Reads from
Sales
Pricing and proposal answers
- What’s the approved price for this tier
  On request
- Draft from the closest precedent
  Per proposal
Reads from
Sales
Call notes that stay useful
- Summarise this call against the account plan
  After every call
- Objection themes across open deals
  Weekly
Reads from
Marketing
Campaign recaps from your source material
- What shipped and what moved
  Weekly
- Compare results against the brief
  On request
Reads from
Marketing
Claim and brand checks
- Is this claim on the approved list
  Before every publish
- Flag anything off-message
  On draft
Reads from
Marketing
Content briefs from what you know
- Brief me from our existing material
  On request
- Where coverage is thin
  Weekly
Reads from
Sales · Marketing
Win-loss and competitor themes
- Why we’re losing this segment
  From closed-deal notes
- Where competitors came up this month
  Weekly
Reads from

Ask

One question, across the whole stack

A rep asks what changed on an account since the last call. A marketer asks which campaign touched the deals that closed. HeyBrain reaches across the account plans, the call notes, the briefs and the docs and answers once, instead of sending either of them hunting.

Proof

Review the evidence behind an answer

HeyBrain returns the claim and the source together. A rep can check the pricing line before they put it in a proposal. A marketer can see which doc a stat came from before it goes in a deck. That is the difference between an answer and a guess.

Governance

Company-wide AI without company-wide exposure

Review workspace permissions and each agent’s configured key scope. Review source references and access records for supported knowledge requests. Approval and action controls belong in your team’s or agent’s own workflow.

Start with supported sources and compatible AI clients

Sources

Google Drive
Notion

AI clients, over HeyBrain MCP

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Codex

Start with supported connections and verify availability in your account. Review workspace permissions and configured key scope before sharing knowledge with a person or agent.

FAQ

Questions sales and marketing teams ask

How is this different from asking ChatGPT about our pipeline?
HeyBrain gives your team a shared knowledge layer built from approved sources. Connect the account plans and campaign documents you want to consult, then review the source evidence when checking an answer. Your assistant’s available context depends on its own connections and configuration.
Do reps see things they shouldn’t?
Review source access, workspace membership and configured permissions before connecting material. Test with an appropriately scoped account, including the information it should not receive.
What about the agents our team runs?
Give each agent its own key and review the issuing member’s permissions and configured key scope. Keep tool actions and approvals in the agent’s own workflow. Verify the connection and supported controls in your account before using it with sensitive company material.
Do we have to move our documents?
Start by connecting a supported source such as Google Drive or Notion and choosing the documents your team needs. Verify the supported import or synchronization behavior for your account before planning a migration.
How long does it take to see something useful?
Begin with a small set of relevant, approved documents and a question you can check against them. Setup and processing time depend on the source, account configuration and volume. Confirm that the expected material is available before inviting the team to rely on it.

/ Get started today

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Shared company knowledge for sales and marketing teams

Fill the pipeline. Ship the campaign. Prove what worked.

Account context before the call

Renewal and risk watch

Pricing and proposal answers

Call notes that stay useful

Campaign recaps from your source material

Claim and brand checks

Content briefs from what you know

Win-loss and competitor themes