Overview

Build and Deploy Revenue Agents

Compounding memory and agents for any team that talks to customers, and every way your team can put them to work.

01

Memory

Every conversation your team has is remembered, with where it came from. Every answer and every agent works from it, so it gets more useful each week.

How memory works
  • For each person

    Their accounts, preferences, writing style and skills, so every draft starts from what AnyTeam already knows about them.

  • For each account

    Every meeting, stakeholder, promise and change, shared by everyone who works the account, from the first call through renewal.

  • For the whole company

    Your products, playbooks and connected systems in one graph. It stays with the company when people change roles or leave.

  • Ahead of you

    It notices what changed, like a champion going quiet or a deal shrinking, and every answer links to the call or email it came from.

02

Skills and agents

Agents do your team’s recurring work. Skills teach them, and everyone on the team, how your team does it.

Meet the agents

Agents

An agent does a job on its own: after a meeting ends, when one is booked, on a schedule, or whenever you ask.

  • Pick one or describe one

    Start from the library, or describe the job in a sentence and AnyTeam builds the agent. No workflow builder and no code.

  • Test it on real deals

    Run it on deals you’ve already closed and read every step it took.

  • Delivers where you work

    Results land in Slack, email or your CRM. Anything that sends or changes a record waits for your OK, and every run is logged.

  • Deploy it to anyone

    Publish to one rep, a team or everyone. Change it once and every copy updates.

Skills

A skill is a saved set of instructions for a task your team repeats, so chat and every agent do it your way.

  • Write one or import one

    Write it in plain English, or bring one in from Claude or ChatGPT.

  • Your team’s way of working

    For example, how you score a call against MEDDPICC, write a mutual action plan or lay out a QBR.

  • Built once, for everyone

    Publish a skill once and the whole team has it, including the people who join next year.

  • Used everywhere

    Chat, agents and the desktop app all follow the same skill, and every change is versioned.

Chat
Build a QBR deck for Halcyon Health from this quarter’s calls.

Reasoning

Here’s the deck, built from 14 calls and 9 emails this quarter. Three things to lead with:

  • Two new teams live. Usage grew after the September rollout.
  • New renewal owner. Priya Shah took over in October.
  • Open ask. A pricing review before the January renewal.
Call · Oct 14Email · Oct 2CRM
Halcyon Health QBR · Q4Deck · v2 · saved to Library
Ask anything…

03

Artifacts and dashboards

Describe what you need in chat and get back finished work, built from your accounts and ready to share.

Try asking

  • Why is Northwind at risk this week?
  • Build a QBR deck for Halcyon Health.
  • Recap yesterday’s call for their CFO.
  • Draft a proposal from what they asked for.
  • Make an ROI calculator they can edit.
  • Show pipeline by stage as a dashboard.
Ask AnyTeam

What comes back

  • Answers with sources
  • QBR decks
  • Exec one-pagers
  • Proposals
  • ROI calculators
  • Live dashboards

Everything is on brand, saved with its versions in your Library and has a link you can send. Build a report like a pipeline or renewal view once, and it updates each time you open it. Northwind and Halcyon Health are illustrative accounts.

Northwind Logistics · Starts in 18 min

Renewal review and fleet expansion

Tue, Nov 10 · 9:00 AM Updated just now

From memory

Open since March 14

You promised Maya SSO pricing before the renewal. Nothing sent yet.

Needs your OK4 calls · 11 emails · 2 threads

Last call, Oct 28

Daniel asked for a usage report by region. Draft is ready.

Ready1 call · 3 emails

Objectives

  1. 01Confirm the renewal scope for the Q1 fleet expansion.
  2. 02Close the open question on SSO pricing from the March call.
  3. 03Agree who signs off on procurement this quarter.

Participants

  • MO

    Maya Okafor

    VP Operations, Northwind Logistics

  • DR

    Daniel Reyes

    Head of Procurement, Northwind Logistics

  • SL

    Sam Lee

    Account Executive, you

04

Mobile and voice

The whole agent on your phone. Ask, approve and hand off work by voice or text, wherever the meeting is.

  1. Open the brief for your first meeting in the lobby.

  2. Record the coffee meeting, and get the summary when you stand up.

  3. Approve the follow-up from the street.

  4. Ask out loud what changed on your deals today, and hear the answer.

iOS and Android. Meetings recorded on your phone save to the same memory as the desktop app and the web.

05

Model choice

Leave it on Auto and AnyTeam picks the right model for each request. Or choose the model yourself.

  • Auto routing

    Hard reasoning goes to the strongest models. Routine and bulk work goes to faster, lower-cost ones.

  • The latest models

    Claude, Gemini and open-weight models, each tested on real sales work before your team gets it.

  • See what answered

    Every answer shows which model wrote it, and your feedback makes the routing better over time.

  • Costs you control

    Set a default model, bring your own Claude tokens, and cap usage for each person or the whole company.

ModelWorkspace default
  • AutoPicks the best model for each requestDefault
  • ClaudeHard reasoning
  • GeminiBulk work
  • Open-weightLower cost

Northwind’s champion has been quiet for 9 days, and the deal dropped from $72K to $58K.

Answered by Claude · Auto
Team usage this month62% of cap

06

Deployment

Use AnyTeam as an app, or run it underneath your own product. It’s the same memory, agents and models either way.

Option 1

Use the AnyTeam app

For teams that want agents working right away.

Desktop
Records meetings with no bot, shows live guidance and answers questions during the call.
Mobile
Starts a recording on the spot and pulls up the account before a visit.
Web
The full workspace: chat, agents, skills, templates and artifacts.

Option 2

Run AnyTeam as your harness

For companies that want agents inside their own product, portal or internal tools. Your people never open our app: your screens call AnyTeam’s memory, agents and model routing through MCP tools and APIs.

  1. 1

    Your user signs in

    With your identity, so every cost and action has a name on it.

  2. 2

    Your product calls AnyTeam

    Through MCP tools and APIs, from inside your own screens.

  3. 3

    Checks, then the run

    Budget reserved, the account’s relationships checked, then the agents work.

  4. 4

    Results come back

    As review items in your screens. Nothing is sent on its own.

What your product can call

  • Run agents
  • Results with citations
  • Review and approve
  • Relationship checks
  • Usage and budgets
  • Audit and schedules

Controls that come with it

  • Your roles, mapped
  • Budgets per person, agent and org
  • Alerts and a hard stop
  • A record of every call
  • Connected apps you can revoke
  • Docs and a test environment

07

Control and security

Powerful agents, with you in charge of what they touch.

Security overview
  • Nothing goes to a customer or into the CRM until you approve it.
  • You choose what each agent can read and what it can change.
  • The part of AnyTeam that reasons never holds your credentials.
  • Every action is logged and attributable to a person.
  • Spending limits per person and workspace, with usage everyone can see.
  • Each person sees only the accounts and conversations they’re allowed to see.
  • SOC 2 Type II. Your data is never used to train models.

Getting started

Up and running in four steps.

  1. Day 1

    Connect your tools

    Sign in with Google or Microsoft, connect calendar, email and CRM, and choose what each agent can read and change.

  2. Days 1–3

    We set it up with you

    Your systems connected, your team and reporting lines added, your skills imported and your first agents built.

  3. Week 1

    Agents go to work

    Memory fills in from your history, and agents start prepping meetings and drafting follow-ups, with your approval.

  4. Weeks 2–6

    Prove it, then expand

    A pilot measured against success criteria you set up front, then rolled out team by team.

Works with the tools you already use.

Nothing to rip out. AnyTeam reads from these and acts across them, within the limits you set.

See every integration
  • Salesforce
  • HubSpot
  • Attio
  • Gmail
  • Outlook
  • Google Calendar
  • Slack
  • Microsoft Teams
  • Google Drive
  • OneDrive
  • Notion
  • Apollo
  • LinkedIn

FAQ

Questions about the product.

What is AnyTeam?

AnyTeam gives your revenue team one shared memory of every call, email, meeting, Slack message and CRM update, and a personal agent for each person that works from it. The agents prep meetings, draft follow-ups, flag deals at risk and build proposals and decks, and they wait for your OK before anything goes out.

Does AnyTeam need a bot to join my calls?

No. The desktop and mobile apps record and transcribe meetings themselves, with consent, so no bot joins the call. If your history lives in Granola, Gong, Fathom or Fireflies, AnyTeam brings it in.

Can we build our own agents?

Yes. Describe the job in plain English and AnyTeam builds the agent, or start from a template. Publish it once and everyone on the team has it, including the people you hire next year.

We already use Claude. Does AnyTeam work with it?

Yes. AnyTeam runs on Claude and other models. You can bring your own Claude tokens and import the skills you’ve already built, then deploy them to your whole team at once.

Can AnyTeam run inside our own product?

Yes. Everything AnyTeam does is available as MCP tools and APIs, so your platform can run our agents, pull cited answers and route work for approval, with budgets and an audit trail.

How is AnyTeam priced?

AnyTeam is priced on usage: a platform fee plus what your team actually uses, with model costs passed through at cost. You never pay for seats nobody opens. [confirm wording against the pricing page]