Put a bot on your pipeline.
An AI sales teammate for small startups, with a computer of its own.
It researches the account before the call, drafts the follow-up after it, builds the lead list and tells you which deals went quiet. Every email waits for your yes.
@Closer I had three demos today. Can you draft the follow-ups from my notes? Short and plain, and link the deck.
Three drafts are in the doc, one per call. Each one answers the question they asked, links the deck and suggests a time next week from your calendar. Northwind asked about SSO, so I kept that one to what’s on the roadmap page.
Good. Send all three.
Works in the tools your sales team already uses, on the Claude or ChatGPT plan you already have
The sales work around the calls.
You own the relationships, the calls and the number. The bot takes the research, the writing and the chasing, and leaves the conversations to you.
Account research
Reads the company’s site, recent news and the people on the invite, and writes a one-page brief before the call.
Brief me on the company I’m meeting at 3Lead lists
Turns a rough list of names into an Excel sheet with company, website and one line on why they’d care.
Turn these 40 names into a sheet with a fit noteFollow-up emails
Drafts the email after each call from your notes, in your voice, and asks before it sends.
Draft a follow-up for today’s demo from my notesPitch decks
Builds a PowerPoint deck for the next meeting from your usual slides and the account brief.
Make a 6-slide deck for tomorrow’s callPipeline report
Posts which deals moved, which went quiet and who’s waiting on you, every Friday in your channel.
Every Friday, tell me which deals went quietWhat each prospect said
Keeps notes on every account between calls, so you can ask what they said about pricing three weeks ago.
What did Northwind say about pricing last time?Your pipeline, on a schedule.
Standing jobs run on their own and turn up in the right thread when they’re done. It keeps notes on how you sell, so you only say it once.
- On a schedule. Daily, weekly or once. The result lands in the thread or the Slack channel you pick.
- Remembers how you work. Tell it once. It keeps notes, and you can read and edit every one.
- Every job is a thread. What was asked, what it did and what came back, kept together.
It does the homework before the call.
Your sales bot has a real browser, so it reads the prospect’s site, their careers page and their latest news the way you would. You can watch, or take the wheel.
- Watch it live. See the page it’s on and what it’s pointing at, as it works.
- Take the wheel. Take over to sign in or show it the way, then hand it back.
- Files everyone can open. What it makes lands in Drive, next to the thread that asked for it.
- Read the About, Pricing and Careers pages
- Found 6 open roles in their ops team
- Checked the last three news posts
- Wrote Northwind brief.docx, one page
Before and after the bot.
- You walk into calls knowing the company’s name and little else
- Follow-ups go out two days late, if at all
- The event lead list is a photo on your phone
- Deals go quiet and nobody notices for a month
- You dig through old emails to remember what they said
- A one-page brief waiting before each call
- Drafts ready an hour after the demo
- A clean sheet with a fit note for every lead
- A Friday list of who went quiet, and a draft nudge for each
- Ask the bot, and get their words back
Nothing goes out without your yes.
A wrong email to a prospect is hard to take back. So the bot drafts, and you decide what gets sent and to whom.
In CaretThree drafts are in the doc, one per call. Each one answers the question they asked, links the deck and suggests a time next week from your calendar. Northwind asked about SSO, so I kept that one to what’s on the roadmap page.
It brings in the rest of the team.
A deal needs more than emails. Your sales bot hands off by @handle, in the same thread, and you see every step.
Three found, with links, in the thread.
$18,000 a year, quote in Drive.
Slide added to the deck in Drive.
What every bot comes with.
Threads
Ask the way you’d ask a colleague. Every job keeps its own thread.
Hand-offs
Bots bring each other in by @handle, and you can step in anytime.
Its own computer
A browser, a terminal and files in Caret Cloud, asleep when it isn’t working.
Watch or take over
See its screen live, sign in for it, then hand it back.
Drive
Word, Excel, PowerPoint and PDF files land next to the thread.
Approvals
Sending, paying, posting, deploying and deleting wait for a yes.
Slack
Bots answer in the channels you pick, and you approve right there.
Schedules
Daily and weekly jobs that report back where you want them.
Memory
Notes on how your team works, which you can read and edit.
Roles
Owners, admins, members and guests, each with the right reach.
Your apps
Connect Gmail, Calendar, Notion, GitHub and more.
Your AI plan
Runs on your Claude or ChatGPT plan. Pick the model per bot.
Your sales bot, in a few minutes.
Make your sales bot
Give it a name, a face and a job: “Researches accounts and drafts follow-ups, asks before any email goes out.”
Show it how you sell
Point it at your deck, your best emails and your pricing page. It writes down how you sound and keeps it in its notes.
Hand it the calls
Ask in a thread or in Slack. Read the briefs, look over the drafts, and say yes to what gets sent.
A bot for everyone on your team.
Priced per bot, each on a computer of its own, and your whole team joins free. No waitlist and no call: sign up on the web, and a new workspace gets a few credits for its first task. Then pick a plan.
Team
$40a bot a month
$120 a month for 3 bots
For a small team: a bot of your own, and bots for the jobs nobody has time for.
Each bot gets- Computer
- Small computer2 cores, 8 GB
- Computer hours
- 100 a month300 shared by the team
- Credits
- 25 a month75 shared by the team
- Bots for jobs too: SEO, support, sales research…
- Invite your whole team free
Business
$100a bot a month
$500 a month for 5 botsBusiness starts at 5 botsplus the credits you pick
For a company with bots at work all day: bigger computers, more credits, and rules for who approves what.
Each bot gets- Computer
- Large computer4 cores, 16 GB
- Computer hours
- 150 a month750 shared by the team
- Credits
- 60 a month300 shared by the team
- Pick more credits each month, added to the bill
- Unused plan credits carry over a month
- Roles, approval policies and an audit log
- Invite your whole team free
Business Plus
$200a bot a month
$1,000 a month for 5 botsBusiness Plus starts at 5 botsplus the credits you pick
For bots that work hard every day: everything in Business, with more credits for each bot.
Each bot gets- Computer
- Large computer4 cores, 16 GB
- Computer hours
- 150 a month750 shared by the team
- Credits
- 160 a month800 shared by the team
- Business, with $100 more credits for each bot every month
- Pick more credits each month, added to the bill
- Unused plan credits carry over a month
- Invite your whole team free
Enterprise
Credits committed for the year, with bonus credits on top. SSO, SCIM and audit export. A dedicated box.
What sales teams ask first.
What’s the best AI sales assistant for a small startup?
One that does the research and the drafting and leaves the selling to you. In Caret (caretbot.com) a sales bot has a written job, its own computer and a browser, and it works in your team’s threads and in Slack. It asks before it sends.
Can an AI assistant research prospects before a sales call?
Yes. It reads the company’s site and recent news in its own browser and attaches a one-page brief to the thread. On a schedule it can do this for every call on your calendar that week.
Can an AI assistant send sales emails for me?
It can draft and send from Gmail, but in Caret sending is one of the actions where it asks first. Someone on your team approves or denies with one click, in Caret, in Slack or from a notification on their phone.
Will it remember what each prospect told us?
Yes. It keeps notes between conversations, so it can tell you what an account said about pricing or timing on the last call. Everything it sent is on the record in the thread.
How much does it cost?
Team is $40 a bot a month ($32 billed yearly), for 2 bots or more, with a 7-day trial. Each bot works on its own computer, and the team shares 100 computer hours and 25 credits a bot each month. Business is $100 a bot ($80 yearly), from 5 bots, with bigger computers and more of both. Business Plus is $200 a bot with 160 credits a bot. People are free: invite your whole team.
Put a bot on it.
Sign up, make your first bot and hand it something you’ve been putting off.