Real-Time AI Assistant
Real-time AI Assistant for Sales Teams: Guidance, Automation, and Insights for Every Call.
Executive Summary
Winn.ai is an AI-powered sales assistant that provides live in-call guidance and automates post-call administrative tasks for sales professionals. It helps sales reps, leaders, RevOps, and GTM teams improve consistency, increase win rates, and streamline workflows by capturing conversational data, updating CRMs, and generating summaries and follow-up emails. The platform differentiates itself through its real-time conversational intelligence and seamless integration with existing sales tools, allowing teams to focus on customer interactions rather than manual data entry.
Use Cases
- Real-time meeting notes and data capture during sales calls.
- Automated CRM updates and hygiene to reduce administrative burden.
- Ensuring playbook adoption and consistency across sales teams.
- Generating personalized follow-up emails and call summaries post-meeting.
- Providing live guidance and objection handling during customer interactions.
- Preparing for sales meetings with AI-generated briefs and insights.
Features
Visibility
- Complete Deal Visibility: Provides structured meeting data automatically captured and synced to CRM and Slack for enhanced pipeline visibility.
- Reporting & Analytics: Offers tools for sales leaders to analyze sales performance, playbook adoption, and overall team effectiveness.
- In-Meeting CRM Data Visibility: Allows sales reps to view relevant CRM data directly within the meeting interface (Enterprise feature).
Intelligence
- Real-Time Playbook Coaching: Guides sales reps through conversations by tracking talking points and ensuring adherence to sales methodologies.
- AI-Powered Sales Battle Cards: Provides live answers, objection handling prompts, and competitor information during calls.
- Automated Call Summaries & Follow-up Emails: Generates AI-powered summaries of calls and drafts personalized follow-up emails to prospects.
- Real-Time Data Capturing for AI Talking-Points: Automatically captures data for over 35 smart AI talking points during live conversations.
Support
- Dedicated Account Manager: Available for Enterprise plan customers to provide personalized support and guidance.
- AI for Sales Academy: Offers educational resources and courses to help sales professionals enhance their AI skills and sales performance.
- Responsive Customer Support: Users report prompt and helpful assistance from the support team.
Technical Specifications
- Architecture
- Cloud-native SaaS
- Deployment
- Cloud/SaaS
- Authentication
- SSO, SAML 2.0 (for Enterprise)
- API Available
- Yes
- MCP Server
- No
AI/ML Stack
- NLP
- Machine Learning
- LLM
Integrations
- Salesforce
- HubSpot
- Zoom
- Google Meet
- Microsoft Teams
Security & Compliance
Certifications: GDPR
Encryption: Data encrypted at rest and in transit (implied by 'highest standards of digital security' and 'suitable security policies').
Pricing
- Model
- Per user/month, billed annually; Tiered subscription (Pro, Enterprise)
- Starting Price
- Pro: $69/seat/month, billed annually. Enterprise: Custom Pricing (minimum 20 seats).
- Target Customer
- Mid-market to Enterprise
- Contract Type
- Annual
- Free Trial
- Yes, 14 days (credit card required)
About Winn AI
Winn AI offers an AI-powered virtual assistant for salespeople, designed to automate administrative tasks like note-taking and CRM updates during virtual sales meetings, and provide real-time guidance to improve sales call execution and win rates. Their target market is revenue teams and sales professionals.