Nate Segal
ChatAE makes me a better AE. Period.
Everyone Has PromptsYour Sales Team Needs a System
ChatAE is the AI Account Planning Platform that makes top-seller behavior repeatable — proliferating intelligence, alerts, and plays across your systems and team.
Alerts
Org Charts
Messaging
Slides
Understand, organize, and activate every account — automatically.
ChatAE agents continuously build and update a living model of every account — combining public signals, private data, and context inside your GTM systems. It captures the intelligence top sellers uncover manually and converts it to plays available to every rep instantly.
No more blindspots. No more missed moments.
Acme Corporation
Enterprise Account
12 Active Triggers
8 Stakeholders Mapped
Account Brief Ready
Tech
Active
Tier 1
Slack
Salesforce
Email
Docs
From intel to action — across every system and rep
ChatAE enriches itself with internal context and proliferates intelligence, alerts, and suggested plays into Slack, Salesforce, email, decks, and more. Sales reps and leadership see the same plays—delivered where they already work.
No more chasing updates. No more missed handoffs. No more suprises.
Continuous strategic GTM motion — without the manual effort
ChatAE runs in the background, operating as the strategic agentic layer for your GTM team — continuously researching, updating, and activating the workflows that opens deals and keeps them moving.
No more guesswork. No more manual clean-up.
Active Workflow
Acme Corp
Next Steps:
Reveiw Slides for Sarah Chen (CTO) Meeting
Send Multi-thread Email to CPO about Data Project
Schedule Scoping Meeting
Creating 10x sellers for teams of all sizes
“AI gives reps more data---and more noise. ChatAE is the first platform that organizes and centralizes account intel, and enables leaders to truly audit how their team uses AI for account planning.”
Strategic intel and plays for every account.
Acme Corporation
Enterprise Account
Overview
Triggers
Artifacts
12 Active Triggers
3 new this week
8 Stakeholders Mapped
5 decision makers identified
Account Brief Ready
Updated 2 hours ago
Account Planning Workspace
Centralized view of all account intelligence, messaging, and plays with each account getting its own dedicated Account Workspace
New CTO Hired
Acme Corp announced Sarah Chen as new CTO
2 hours ago
Executive Quote
VP Engineering discusses AI initiative
5 hours ago
Planned Facilities Investment
New permit found in municipal records
1 day ago
Alerts That Go Beyond Public Web Data
Monitor and surface exactly what matters in your accounts across the web, public & private data sets, and sources the LLMs don't access.
Account Brief
Company expanding into AI/ML space
New CTO focused on digital transformation
Budget allocated for Q2 initiatives
Key stakeholders: Sarah Chen (CTO), Mike Johnson (VP Eng)
Current pain points: Legacy systems, scaling challenges
Opportunity window: Next 60 days
Brief
POV
AI-Generated Account Plan Artifacts
Generate instant Account Briefs, POVs, Prep Docs, Org Charts and other planning artifacts for each of your accounts.
S. Chen
CTO
M. Johnson
VP Eng
A. Martinez
VP Product
D. Kim
VP Data
J. Smith
Eng Mgr
L. Wang
Eng Mgr
Contacts Database & Org Charts
Identify contacts, pull their contact info, and see exactly who you need to get to in the org chart for every account.
To:
sarah.chen@acmecorp.com
Subject:
Congrats on your new role + unifying data at scale
Hi Sarah,
Your $4B AI investment and 3 billion Erica interactions show Bank of America is all-in on making data work at scale.
Mike Johnson noted data silos and slow integration cycles are slowing that down...
Value Prop:
Help scale engineering teams 3x faster with our platform
Would love to share how we've helped similar companies...
Are you free for a quick 15-minute call this week?
Best, [Your Name]
Value Messaging
Turn insight into outreach. ChatAE connects the dots between Triggers and your solution.
Acme Corp Deck
1/8
Digital Transformation Strategy
Q2 2026 Priorities
Key Initiatives
AI/ML Platform
Timeline
60-90 days
Q1
Q2
Q3
Q4
Personalized Slides
ChatAE injects live research, deal context and POVs into every meeting deck.
A faster & better way to do account planning
Manual Account Planning Process
🔍Go to account website to research
Research account in LinkedIn Sales Nav
Google news & recent developments
Write mega-prompt in ChatGPT for additional info (10ks, earnings calls, fundraising info)🧐Sort through ChatGPT results & try to determine accuracy and sources
🔄Iterate on mega-prompt and re-write it to be more accurate
Find relevant contacts & review their LinkedInTotal Time: 2-3 hours
Todd Busler
As a sales leader, ChatAE is crucial for ensuring reps execute on strategic plays within top accounts.
Alex Votteler
ChatAE is like having my own executive assistant working in the background to surface the research, messaging and plays I need for each account.
Drew Busse
As a newer rep, ChatAE has helped me get up to speed with pre and post-call best practices. It’s like having an on-demand assistant and sales manager all-in-one.
Steven Koulouris
Before ChatAE, staying current on accounts was impossible. Now it's just done and my prospecting and meetings are significantly more effective.
Tim Hartnett
I’ve spent tons of time building, and tweaking, custom GPTs for account & prospect research. ChatAE takes things to another level and is the AE copilot I wish ChatGPT could be.
Frequently Asked Questions
Why is ChatAE better than just using ChatGPT?
ChatAE is built for enterprise sellers and sales teams-not generic prompting. The Research Agent goes beyond public web data, pulling in triggers from sources LLMs can't reliably access, like LinkedIn, person-level data, crowdsourced insights from the user base, and more. It continuously monitors your accounts, and because it connects to tools like Salesforce, Slack, Gong, and Google Drive, ChatAE can both enrich its research and deliver insights or even take actions back into your workflow. Try it out and compare - we think you will like it!
How do you price?
ChatAE is priced to be accessible to all sellers from individuals to teams. Paid plans start at just $29/month, along with custom Team and Enterprise plans.
Does ChatAE price based on credits?
Sort of-but also, not quite. We use a credits-like system for counting usage, but instead of counting usage for each action, our Insights metrics means usage is only counted when valuable research is actually returned. We hope this helps ensure our usage tiers pricing reflect value, not just activity, and avoids penalizing users for raw usage.
What is an Insight?
An Insight is a piece of intel generated by ChatAE in response to a Custom Trigger or research prompt. It is the primary usage metric for ChatAE.
Do I need to enter my credit card info to sign up?
No, you do not need to enter your credit card info to sign up. You can sign up for free and upgrade at any time.
What happens after my free trial?
After the 14 day free trial, your access will be limited. If you choose to continue using ChatAE, you will be required to enter your payment information to continue using the product.
Can ChatAE be used by teams? Do you have an enterprise plan?
ChatAE is great for teams, and we'd love to talk to you about a plan. Chat or email us at hello@chatae.ai to discuss what you need.
Do you train your LLM on my data?
We use OpenAI APIs that do not train on submitted data. You can read more about these APIs here: https://openai.com/enterprise-privacy.
What is your privacy policy?
You can find the privacy policy and terms of service here: https://chatae.ai/terms-of-service.
Have more questions?
Email us at hello@chatae.ai with any questions and we will get back to you ASAP!
