Salestrics AI Is Live on OpenAI Day — What Startup Teams Get Today

What shipped today

Salestrics AI is the intelligence layer across CRM, mail, docs, support, finance, and operations — one runtime, multiple surfaces. Launch day delivers everything in Changelog #9:

• Salestrics-AI-v1 and v2 — dual branded models with per-user picker and admin default
• Six experiences — Assistant, Briefings, Insights, Actions, Compose, Analyze
• Morning Brief — overnight digest on the org dashboard
• Slash commands — /brief, /pipeline, /email, and more
• Org AI Instructions — company context, tone, and restrictions in Admin → AI Guardrails
• Investigation streaming — v2 shows tool calls as it works across modules
• Connect summaries — post-meeting follow-ups in Assistant history

Included on every plan, including Free Forever. Public demo: ai.salestrics.com.

Salestrics-AI-v1 vs v2

Two models, two jobs. Pick per task in Assistant; admins set the org default in Admin → AI Guardrails.

Model	Best for	Runtime
v1	Quick drafts, summaries, everyday answers	4096-token budget, 6 tool-call iterations
v2	Multi-step investigations across CRM, mail, docs, support	8192-token budget, 10 tool-call iterations

v2 is the default for new orgs. Use v1 when you need speed; v2 when the question spans more than one module. The demo at ai.salestrics.com runs the same picker as the product.

The six experiences

Assistant is the conversational entry point. The other five surfaces handle specific intelligence jobs without making you re-prompt the same context every morning.

Experience	What it does
Assistant	Investigations, drafts, and tool calls in chat
Briefings	Proactive digest — pipeline movement, mail debt, risk signals
Insights	Patterns surfaced before you search
Actions	Structured next steps on records
Compose	Mail and document drafts with thread context
Analyze	Cross-app synthesis — pipeline, support, finance in one answer

Architecture deep dive: beyond passive chatbots. Briefings workflow: proactive daily intelligence.

Morning Brief and slash commands

Morning Brief appears on the org dashboard with overnight movement across deals, mail, and related modules. Need a refresh before a call? Type /brief in Assistant or open the AI Hub.

Common slash commands:

Command	Action
/brief	Morning brief on demand
/pipeline	Deals closing and stalled
/summarize	Yesterday across CRM and support
/email	Draft follow-up from the thread on the opportunity
/timeline	Account activity timeline
/analyze	Explain my business
/automate	Cross-workspace automation intent
/dashboard	Create Insight dashboard from intent

Org AI Instructions

Admins configure company context, communication style, terminology, and restrictions in Admin → AI Guardrails. Instructions apply across Assistant, Briefings, Insights, Mail, and Workspace. Per-app AI permissions and token limits sit in the same panel.

Three sentences of context beat a blank slate: what you sell, how drafts should sound, and what the AI must never promise.

Cross-app investigations

v2 can chain tool calls — CRM lookup, mail search, doc retrieval — without you pasting threads into a separate chatbot. Mail on opportunities powers /email. Connect meeting summaries land in Assistant history for follow-up drafts.

When v2 runs, investigation streaming shows which tools it called. Useful when you need to verify the answer path, not just the paragraph.

Example questions for day one

Try these in Assistant without pasting context — they only work when mail and pipeline sit on the same record:

• “Which deals went quiet this week?” — /pipeline or a direct ask
• “Draft a follow-up to yesterday’s demo with Acme Corp” — /email
• “Summarize everything that happened on the Globex account in July” — /timeline
• “Why did support volume spike on enterprise accounts?” — v2 investigation across Resolve and CRM
• “What should I know before the board call?” — /brief or Morning Brief on the dashboard

If a question fails, check whether buyer mail is on the opportunity and stages are current. AI reads what your team logged — it does not invent pipeline.

Where to start

1. Read Morning Brief on the dashboard before your first meeting today.
2. Ask Assistant one account question you would normally answer from Gmail — no paste.
3. Run /pipeline before standup.
4. If you are admin, add org AI Instructions before inviting the team.
5. Line-by-line release notes: Changelog #9.

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