“What started with one champion is now five of our seven GTM managers — they see Attive as a gamechanger.”
Solutions
Every commercial workflow, on one operating context.
One semantic GTM graph. One AI baseline. Seven surfaces — chat, automations, Slack, skills, tasks, boards — all reading from the same governed source of truth your RevOps configures once.
Graph-Backed AnswersWhole-Team RolloutsRevOps-Governed
The unified operating context that everything else runs on.
Before the chat, the automations, the Slack bot — there's a graph that knows your accounts, your calls, your pipeline, and your documents are all about the same things. That's why Attive works for the whole team, not just the prompt engineers.
- 01
One source of truth — accounts, deals, calls, documents
Salesforce records, Gong calls, product usage, shared docs, support tickets — all resolved to the same entities. Ask about Acme and you get Acme, not three half-matching answers.
- 02
Every answer shows its work
Each response is backed by traceable sources — the CRM opportunity, the call transcript, the doc paragraph. Reps trust the answer because they can open the receipt.
- 03
RevOps governs once. The whole team benefits.
Connections, permissions, and the GTM model live in one place. Configure once and every AE, SDR, and CSM gets the same baseline — no per-rep AI setup, no shadow tools.
02 · AI
The assistant that gives every rep the same answer.
Attive's AI doesn't guess — it queries the graph, runs the skills your team trusts, and cites the underlying record, call, or doc. So the AE on the road and the CSM at HQ both get the same answer to the same question, with receipts.
- Graph-Aware
Answers join across CRM, calls, usage, and docs natively — no per-question hand-wiring.
- Source-Backed
Every claim links back to a Salesforce opp, a Gong call, or a doc paragraph.
- Governed
Workspace agents define which skills, tools, and contexts a question can use.
- Whole-Team
Same baseline for AEs, SDRs, CSMs — no shadow ChatGPT tabs, no per-rep MCP setup.
app.attive.ai · chats · acme-renewal
LiveTHREAD · ACME RENEWAL PREP
Walk me through Acme's renewal risk. What changed since the last QBR?
A
Used Account Brief · Call Summary · Usage Snapshot
Acme is on track to renew, but champion left in March. New contact Maya runs a different evaluation playbook — three competitive mentions on the last two calls, and product usage on Outbound is down 38% QoQ.
SFAcme · Renewal OppGOCall · Nov 19SNUsage · Outbound
03 · Chat
The workspace where your team actually does revenue work.
A persistent, threaded conversation surface — not a one-off chat box. Reps start from Home, reach for skills with /, pull in context with @, and share threads with the team. Shared with Me turns one rep's analysis into the whole team's playbook.
- Threaded
Every conversation is saved, named, and searchable — no lost insights.
- Composer
Type, hit / for skills, @ for accounts, attach a doc, or paste a screenshot.
- Shared
Share a thread or save the answer to a Board for the rest of the team.
- Cross-Surface
Chats started in Slack sync back; tasks deliver runs into the same chat history.
app.attive.ai · acme-inc · chats
Renewal prep — Acme Co.Sara M. · 14 messages · 2h ago
Q4 pipeline moversShared with team · 8 messages
Stripe call follow-up draftJaime · 4 messages · yesterday
Ask, / for skills or @ for context…
04 · Automations
What runs while you sleep.
Versioned workflows with cron or event triggers and graph-aware steps — AI summaries, CRM writebacks, Slack and email deliveries. Build the operational logic of your GTM motion once, run it forever, and watch every run in a clean history.
- Triggers
Cron schedules, new CRM records, property changes — pick the event, build the response.
- Steps
Graph queries, AI extract/summarize/generate, CRM upserts, Slack posts.
- Delivery
Post to Slack channels and DMs, send email, write back to Salesforce or HubSpot.
- Audit
Every run is recorded with step-level outputs — easy to debug, easy to trust.
app.attive.ai · acme-inc · automations
ScheduledWHAT RUNS WHILE YOU SLEEP
Active automations3 · 12 runs this week
/pipeline-reviewWeekly pipeline review — slipped deals & new risks
Every Monday · 8:00 AMNext in 3 days
Slack · #revenue/renewal-riskRenewal risk digest — accounts trending below target
Every day · 7:30 AMNext in 18 hours
Email · revops@acme.com/forecast-varianceFlags when call > 5% off pipeline
On changeEvent trigger
Slack · DM Sara M.05 · Slack Bot
Attive lives where your reps already work.
Install the Attive Slack app and @mention it in any channel or DM. The bot answers with the same graph context as the web workspace — and you decide per-channel which agent, which skills, and which scopes apply.
- Mention Or Dm
@Attive in a channel, or open a DM. Threads persist as Attive chats.
- Per-Channel Agents
Map a default agent to a channel — sales gets one playbook, success another.
- Slack-Native
Concise, text-first Block Kit renders. No charts; just the answer and its sources.
- Delivery Target
Automations and tasks can deliver runs directly to channels or DMs.
#revenue
S
Sara M.9:42 AM
@Attive what changed on Hooli's renewal this week?
A
AttiveAPP9:42 AM
Hooli usage down 22% MoM on Outbound · 2 stakeholders quiet since Nov 8 · Owner: Jaime · Last call: neutral.
06 · Skills
Encode the playbook once. Run it from anywhere.
Skills are reusable AI capabilities — call prep, account research, pipeline review, win/loss analysis. RevOps writes the prompt, sets the tools, and publishes it to the workspace. Reps invoke with /slug or let the agent auto-pick the right one.
- Slash-Invoked
/call-prep, /pipeline-review, /renewal-risk — one command to the right playbook.
- Auto-Invocable
Let the agent pick the right skill mid-thread, or lock it down to manual.
- Marketplace
Install ready-made skills, or fork them. Build your own from a chat.
- Composable
Skills can call other skills and stack with rules, agents, and contexts.
app.attive.ai · acme-inc · skills
Your skills6 · From your workspace
/call-prep
Call prepAttendees, recent context, last-call notes, open risks
Auto/pipeline-review
Pipeline reviewSlipped deals, new pipeline, stage-jumps, at-risk renewals
Auto/competitor-mentions
Competitor mentionsWho came up in calls this quarter, with quotes
Manual/account-brief
Account briefOrg chart, deal history, usage trend, support load
Auto07 · Tasks
Recurring intelligence, delivered.
Tasks are the lightweight cousin of automations: take a chat question, save it, and rerun it on a cadence. The output lands in Slack, in your inbox, or in the Task Runs tab — ready to read, share, or pin to a board.
- Prompt-Defined
Write the question once. The agent runs it the same way every time.
- Cadence
Hourly, daily, weekly, or a custom cron. Or trigger by event.
- Delivered
Slack DM, channel post, email, or in-app — pick per task.
- Replayable
Every run opens as a normal chat thread you can extend, share, or fork.
app.attive.ai · acme-inc · home · new task
+ NEW TASK
Monday pipeline briefActive
"Every Monday at 9am, summarize pipeline changes, slipped deals, and at-risk renewals from the past week."
ScheduleWeekly · Mon · 09:00
DeliverySlack · #sales-leaders
Last run · 4 days ago·12 runs delivered
08 · Boards
Turn chat answers into team knowledge.
Save the answer worth keeping. Boards are collaborative spaces for pinned insights — QBR prep, deal-review notes, competitive intel — with comments, presentation mode, and dashboards when you need them.
- Pinned Insights
Save any chat answer with its underlying sources intact.
- Collaborative
Co-own boards across the team; comment and present in-app.
app.attive.ai · acme-inc · boards · q4-enterprise
Q4 Enterprise4 collaborators · 9 pins
Pinned · Insight
Pricing came up in 7 of 9 lost dealsMid-market segment, ACV $30–80K. Common objection: tier jump from Growth → Scale feels punitive.Saved by Sara M. · 3 days agoPinned · Brief
Globex renewal — champion gone, owner unknownUsage steady but no exec sponsor since Q3. Suggested play: re-introduction motion via Maya (Ops Lead).Saved by Jaime · last weekTrusted by RevOps-led GTM teams.
“Attive allowed us to establish a reliable and low effort way to keep our customers and prospects at the center of our business. Being able to dive deep into thousands of conversations across sales, customer success and internal discussions helped us become more data driven.”
See how your team can use Attive.
One setup by RevOps. Consistent AI for every AE, SDR, and CSM. No GTM Engineering required on the front line.