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AI Planner - Your Intelligent Sales Planner
Transform your sales operations with natural language commands. AI Planner handles everything from list management to campaign creation through intelligent conversation.
75%
Time Save
97.5%
Task Success Rate
99%
Accuracy
More than 10,000+ company trust us
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AI Sales Planner
Start conversations with suggested tasks or type any command. AI Planner remembers your preferences and handles complex requests seamlessly.
Why Choose Our AI Sales Planner?
Create actionable sales plans with AI-powered agents. Start with your objective, customize checkpoints, and let AI handle company enrichment, lead finding, and more—all in one seamless workflow.
Objective-Driven Planning
Start with your sales goal or choose a template. AI tailors the plan to your objective for maximum impact.
Manual Checkpoints
Enable or disable manual checkpoints to review and approve each stage of your plan as needed.
AI-Powered Agents
Agents like Company Enrich and Find Leads automate research, enrichment, and prospecting for you.
Flexible Regeneration
Regenerate individual agents or the entire plan to refine your strategy and results instantly.
Seamless Approval & Launch
Approve your plan with one click and let AI execute each step automatically, saving you time and effort.
Secure & Efficient
Your data is protected and every action is optimized for speed and accuracy throughout the planning process.
How AI Planner Works
AI Planner guides you from goal setting to execution. Here’s how you build and launch a sales plan with intelligent automation.
Start New Plan
Click “New Plan” and set your sales objective or choose a template.
01Customize Checkpoints
Turn manual checkpoints on or off to control each stage of your plan.
02AI Generates Plan
AI creates a step-by-step plan using agents like Company Enrich, Find Leads, and more.
03Regenerate & Approve
Regenerate individual agents or the whole plan. Click Approve to launch your sales plan.
04Frequently Asked Questions
- Click the “New Plan” button, then set your objective or select a template. The AI will guide you through the rest.