SapienEx
Sales Intelligence Platform (SIP)
PRDfor Humans
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At SapienEx, we design solutions for humans. This PRD is built as a visual experience -- designed for human readability first. It's also fully structured for AI extraction, so feel free to point your favourite AI tool at it.

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Selling is intuition.
Intelligence should be infrastructure.

SIP uses AI to unify every touchpoint into one layer your whole team can query.

Slack Bot
/sip deals at risk this week
3 deals flagged — Acme stalled 12d, Bolt no champion...
/sip summarize last call with Acme
34min call — pricing objection, asked for case study...
Natural Language Query
>Ask anything about your pipeline...
@deals@reps@pipeline@calls
Web Dashboard
All repsQ1 2026At risk
Pipeline health · live
app.sip.sapienex.com
AI Chat
Live Product
AI Chat
Natural language interface to query deals, contacts, meetings, and pipeline activity. Ask anything -- get answers with citations.
35K
Touchpoints Ingested
Calls, emails, CRM events
117K
Searchable Chunks
Vector + full-text indexed
10 min
Sync Cadence
Continuous ingestion loop
Who It's For
Sales Rep
"What happened on my deals today?"
Instant deal context from every source. Ask a question, get an answer with citations -- no tab-switching, no searching.
The Intelligence Gap

Sales teams lose hours to context switching

Three tools. Three stories. No connection. Here's what that looks like -- and what changes with SIP.

Without SIP
HubSpotDeal: Proposal stage?
FathomCall: budget concerns raised?
Aircall3 calls, no context linked?
3 tools. 3 stories. No connection.
With SIP
HubSpotDeal: Proposal stage✓
FathomCall: budget concerns, decision by March✓
Aircall3 calls linked to deal + contact✓
SIPAI: Quote discussed, not yet sent. Follow up Monday.✓
1 platform. 1 timeline. Full context.
01CRM knows the deal stage, not what was said on the last call
02Call tool has the transcript, doesn't know who else emailed the buyer
03Email has the thread, can't tell you the deal is stalling
✓SIP connects all three -- every touchpoint, every source, one timeline
SapienExBuilt for agencies that sell./Free Intro Call
Actionable Insights

From raw data to revenue decisions

Unified timelines, pipeline dashboards with stale deal detection, and rep scorecards -- all generated from cross-source intelligence.

Unified Timeline
Every touchpoint across every source, stitched into one chronological view. Filter by source to focus.
Tap to filter, it's just as easy in SIP
Unified Timeline
Acme Corp -- $45,000
Mon 9:15 AM
CallFathom
Discovery call -- budget concerns, decision timeline March
Mon 2:30 PM
CRMHubSpot
Deal stage: Qualification -> Proposal
Tue 10:00 AM
CallFathom
Technical demo with CTO -- positive reception, asked about API
Wed 11:45 AM
CallAircall
Quick follow-up call -- confirmed pricing call for Thursday (3min)
Thu 3:00 PM
CallFathom
Pricing call -- budget objection raised, requested revised quote
Fri 9:00 AM
CallAircall
Outbound check-in -- voicemail left (1min)
Fri 2:00 PM
CRMHubSpot
Contact property updated: decision_timeline = Q1
Pipeline Dashboard
Deal health, stage progression, and activity trends. Stale deals highlighted automatically.
5
Active Deals
$218K
Weighted Pipeline
1
At Risk
DealValueStageActivityTrend
Acme Corp
Jordan
$45KProposal
2h ago
BluePeak Industries
Maya
$28KNegotiation
3 days
NovaTech Solutions
Jordan
$72KDiscovery
1h ago
Meridian Group
Omar
$18KQualification
8 days
Vertex Labs
Maya
$55KProposal
5h ago
Rep Scorecard
Performance view with pipeline, win rates, activity counts, and stale deal warnings per rep.
Rep Scorecard
$142K
Pipeline
6
Deals
38%
Win Rate
23Calls
45Emails
8Meetings
4-Week Trend
3 stale deals
Account Health
Five risk signals scored per deal. Auto-generated actions for every at-risk account.
Health Signals
Recency (30%)
Frequency (20%)
Velocity (20%)
Multi-Thread (15%)
Close Date (15%)
84
Acme Corphealthy
On track — next call scheduled Thursday
47
BluePeak Industriesat risk
No activity in 8 days. Re-engage primary contact.
28
Meridian Groupcritical
Single-threaded, stalled 12 days. Escalate or deprioritize.
5 weighted signals · scored per deal · actions auto-generated
Meeting Follow-ups
Action items extracted from every call transcript. Assigned, tracked, and never forgotten.
Auto-extracted from meeting transcripts
Send revised pricing to JohnFathomJordanTomorrow
Share case study with VPFathomMayaWed
✓
Schedule legal review callFathomJordanDone
Follow up on contract redlinesFathomOmarOverdue
SapienExNeed something specific? We build custom insights./Let's Chat
Automation Layer

Set it up once. Let it run.

Trigger-driven jobs that notify, create tasks, and run AI prompts — automatically.

Automation Jobs
Triggers fire on schedules, meetings, or health changes. Conditions filter. Actions execute. Full run ledger.
Trigger → Condition → Action
Scheduled
Run on a recurring interval
Every morning at 9 AM
Meeting Synced
When a new call transcript lands
Fathom syncs a new recording
Health Changed
When account risk band shifts
Deal drops to 'At Risk'
new_band = at_risk
Notify via Slack
Run Ledger
Mon 9:12 AMBluePeak IndustriesSlack DM → Mayasuccess
Mon 9:12 AMMeridian GroupSlack DM → Omarsuccess
Tue 2:30 PMBluePeak IndustriesCooldown activeskipped
Slack Reminders
Due tasks trigger a Slack DM to the assigned rep — timezone-aware, with deal context.
🔔Remindervia SIP Bot
Send revised pricing to John
Due: Tomorrow, 9:00 AM ET
Deal: Acme Corp · $45K · Proposal
Mark Done
Snooze 1h
at-least-once delivery · timezone-aware · max 3 retries
Skills Library
Reusable AI prompt templates. Version-controlled, auditable, invocable from chat, automations, or API.
Deal Summaryv3
142 invocations
Summarize {deal_name} including recent activity, risk factors, and next steps.
Competitive Intelv1
38 invocations
Identify competitor mentions in recent calls for {company_name}.
Pre-Call Briefv2
87 invocations
Generate a brief for {contact_name} at {company_name} with deal history and open items.
Built to Evolve

Not a point solution. A platform that grows with you.

New integrations, new capabilities, and new intelligence — shipped continuously by a team of AI agents and humans working together.

01
Plug-In Any Source
Every data source connects through a typed adapter protocol. Adding Salesforce, Granola, or Gong is a config change — not a rebuild.
CRMAdapter · TranscriptAdapter · LLMProvider
02
Feedback-Driven Iteration
Our team of AI agents and humans work together to ship new capabilities in days, not quarters. Bug reports and feature requests flow from the in-app widget straight to the build queue.
In-app feedback → Slack alert → shipped
03
User-Configurable Intelligence
Skills, automations, and custom insights are all configurable by your team. Build new AI capabilities without writing a single line of code.
Versioned prompts · Conditional triggers · Action pipelines
04
Always-Fresh Data
SIP continuously trains on your latest data — pulling fresh updates every 10 minutes across all integration points. No stale context, no manual re-syncs. Your team always gets answers grounded in what just happened, not what happened last week.
10-min sync cycle · All integrations · Zero manual refresh
Adapter Ecosystem
HubSpot
Fathom
Aircall
Slack
Salesforcesoon
Granolasoon
Gongsoon
Closesoon
Security & Trust

Your data. Your rules. Zero compromises.

Enterprise-grade security at every layer -- authentication, authorization, and encryption.

01
Dual Authentication
Every request validated with API key + JWT token. Role-based access controls ensure users only see data they're authorized for.
02
Row-Level Security
PostgreSQL RLS policies on all tables. Data isolation enforced at the database level -- not application logic.
03
Pipeline Security
TLS encryption in transit, AES-256 at rest. Rate limiting, content deduplication, and audit logging on every operation.
10K+
Contacts
2.3K
Deals
35K
Touchpoints
117K
Chunks Indexed
Stop searching.
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PRD for HumansbySapienEx