Account Planning at Scale
Complete account intelligence, contact discovery, trigger monitoring, and value messaging—all organized in one powerful account planning workspace.
Every Account. Every Trigger. Organized in One System.
Account Planning Workspace
Centralized view of all account intelligence and account planning with each account getting its own dedicated Account Workspace
Real-Time Triggers That Go Beyond Public Web Data
Uncover when something important happens — from leadership changes and job posts to earnings, product launches, podcasts, and more. Monitor and surface exactly what matters.
AI-Generated Account Plan Artifacts
Generate instant Account Briefs, POVs, Prep Docs, Org Maps, and other account planning artifacts for each of your accounts.
Stakeholder Mapping
Identify contacts, pull their contact information, and go beyond by analyzing everything they've ever said on LinkedIn and elsewhere to determine what they truly care about.
Value Messaging
Turn insight into outreach. ChatAE connects the dots between Triggers and your product, crafting value-based messaging across email, LinkedIn, cold call openers, and more.
From Triggers to Stakeholder Mapping to Personalized Outreach
Find the right contacts, understand their context, and craft value messaging with a unique POV.
Custom Triggers
ChatAE finds the most relevant intel across your accounts
Stakeholder Mapping
Organize and understand your contacts
Value Messaging
Hyper-personalized outreach to rise above the noise
Powered by the ChatAE Knowledge Graph
Connected to 1,000+ data sources — including proprietary, non-public, and third-party datasets LLMs can’t access — for deeper, real-time sales intelligence.
Empower Your Team with AI — Without Losing Control
Empower Your Team
We know you want to empower your team with AI — but you also need a way to ensure it's used strategically and aligned with your sales methodology. ChatAE is fully customizable to fit your sales methodology and playbook.
Audit Your Team's Account Planning
ChatAE provides the first auditable AI workspace for account planning. Sales leaders can review trigger usage, audit messaging, and verify that reps are running the right plays.
Benefits for Sales Leaders
Build High Quality Pipeline
Break into top accounts faster with a stronger POV and build high quality pipeline
Increase Discovery Conversion
Have more productive, strategic conversations and increase discovery call conversion rates
Faster Ramp Time
Ramp new reps 2x faster by enabling them to develop strategic hypotheses rooted in customer data
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 Sales Deserves Strategic AI.
Already used by top-performing AEs and GTM leaders across B2B SaaS and enterprise sales teams.