AI sales assistant
Paste a prospect, a deal, or your call notes and get sales work you can act on: an account brief with an angle to open with, cold outreach anchored to a real signal, a call-prep agenda, a follow-up email, a triaged lead list, a pipeline read. Zeplik builds from the context you give it, not a generic template, and it is honest about the line: it drafts and researches from what you provide, and it tells you which company facts and contacts to verify before you send.
Who it is for
- Founders and account executives who run their own outbound
- SDRs and BDRs writing outreach and researching accounts at volume
- Sales leads triaging inbound and reviewing pipeline health
- Solo operators who need a repeatable sales motion without a big team
How it works
Paste the prospect or deal context
Drop in the company site, a prospect's profile, your call notes, or a lead list. Nothing is assumed. The work is built only from what you share, and the more real context you give, the more specific and less generic the output.
Ask for the sales work you need
Say it plainly, for example "research this account and give me an angle" or "draft outreach anchored to their recent launch." Zeplik routes to the right sales skill without you naming it, and you can steer the tone, the channel, and the priority.
Review, verify, and send
You get a ready-to-edit brief, email, or plan with the reasoning shown. Confirm any company fact or contact detail against a real source, then send it, log it, and move the deal forward, all in one conversation.
What you can ask
Real asks in plain language, and the concrete deliverable you get back. Open the assistant to try your own; nothing runs until you send it.
Research this company before my call and give me talking points.
An account brief built from what you paste: what they do, likely pains, recent signals worth referencing, and a specific angle to open the call with, plus questions to ask.
Draft cold outreach to the prospect I will describe, anchored to a real signal.
A short, personalized email or message tied to one true, specific trigger, with a clear ask and a subject line, plus a variant to test, that reads like it was written for them and not blasted.
Prioritize these inbound leads and tell me who to call first.
A ranked lead list with an explicit reason for each position, so you work the best-fit, highest-intent leads first instead of top to bottom, with talking points for the top few.
Turn my discovery-call notes into next steps and a follow-up email.
A clean summary of what was said, the pains and objections raised, the agreed next steps with owners, and a follow-up email you can send, drawn from the notes or transcript you paste.
Build me a battlecard against the competitor we keep losing to.
Competitive intel from what you provide: their positioning and likely angles, where you win, and objection-handling you can use live on a call.
Review my pipeline and tell me which deals are at risk.
A pipeline read that flags stalled and slipping deals, gaps to quota, and the specific next action for each at-risk deal, from the pipeline data you paste.
What it can do
The assistant routes to the right skill for you. Each one below is a focused, ready-to-run workflow; follow a link to see exactly what it does.
Find and research
Know the account and the person before you reach out.
- Account researchDeep-dive a target company: what they do, likely pains, and an angle to open with.
- Find leadsBuild a list of net-new prospects that fit your ideal customer profile.
- Contact researchProfile one person: role history, public activity, and talking points.
- BattlecardsCompetitor intel and objection-handling for a live deal.
Reach out
Write the message, personalized to a real signal, not blasted.
- Cold and warm outreachPersonalized cold or warm outreach to a named prospect.
- Signal-based outreachOutreach anchored to one specific trigger you paste.
- Sales assetsA tailored one-pager, deck section, or proposal from deal context.
Run the call
Walk in prepped and walk out with next steps.
- Call prepAn agenda and discovery questions for a demo or negotiation.
- Call summaryTurn notes or a transcript into next steps and a follow-up.
- Call listRank who to call today with talking points from your history.
- Daily briefingA morning brief of what needs attention across your deals.
Manage the pipeline
Prioritize, forecast, and keep the CRM honest.
- Lead triagePrioritize inbound leads so you work the best ones first.
- Pipeline reviewAssess pipeline health and flag deals that are slipping.
- ForecastForecast the quarter and your gap to quota.
- Deal workflowChain research, outreach, prep, and review into one flow.
- CRM cleanupTidy CRM data, find duplicates, and log activity.
What a general chatbot gets wrong on sales, and what is different here
A raw chatbot is happy to write a sales email, and that is exactly the problem: it writes the same generic email for everyone, invents a detail to sound personalized, and quotes company facts from stale memory. Zeplik anchors the work to the real context you give it and is honest about what it cannot pull live.
The failure. A general model writes outreach so generic the prospect knows it was blasted, and invents a fact about their company to fake personalization.
How Zeplik grounds it. Zeplik anchors outreach to a real signal you paste and to what it can actually find, so the message references something true and specific, and it flags anything it could not verify rather than inventing it.
The failure. Asked for a company's headcount, funding, or stack, a general model states a stale number as if it were current.
How Zeplik grounds it. It treats every company fact as a claim to confirm, works from the sources you provide, and is upfront that it does not pull live CRM or enrichment data, so you verify the detail before it goes in an email.
The failure. A general model ranks your leads on vibes, with no consistent reason one sits above another.
How Zeplik grounds it. Lead triage and pipeline review apply an explicit, repeatable rubric to the data you paste and show the reasoning, so the ranking is something you can defend and adjust, not a black box.
What it does not do
Knowing the boundary is part of using it responsibly. This is where a person, not the assistant, has to own the call.
- It drafts, you verify. Every company fact, contact, and figure is a draft to confirm against a real source before you send. It writes persuasively; it does not verify identities.
- No live CRM or enrichment yet. It works from what you paste. It does not pull Salesforce, HubSpot, or enrichment APIs, so bring the account and contact data you want it to use.
- Compliance is on you. Confirm outreach follows anti-spam laws (CAN-SPAM, GDPR), privacy rules, and do-not-contact lists in every market you sell into before you send.
- Results are never guaranteed. Outreach, forecasts, and prioritization are informed bets, not promises. Test the messaging and measure what actually books meetings.
This is sales research and draft outreach for your review, not verified fact. Any company detail, contact, or claim is only as accurate as the sources you provide or that it can find, so confirm names, titles, and figures before you send, and make sure your outreach follows the anti-spam, privacy, and do-not-contact rules in your market.
Frequently asked questions
- Is the AI sales assistant free?
- Zeplik is free to start and every new account includes credits. Sales skills run like any other Zeplik chat, so you spend only normal usage credits, with the cost shown before you send.
- Will the outreach sound like generic AI spam?
- Not if you give it a real signal and context. It anchors each message to a specific, true trigger and to what it can find about the account, so it reads like it was written for that prospect. You review before anything is sent.
- Can it pull my CRM or find live contact data?
- Not yet. It works from what you paste and is honest about it. It does not connect to Salesforce, HubSpot, or an enrichment API, so you bring the account and contact data and verify it before you send.
- What do I need to give it?
- A company name plus their site or your notes is enough to research an account. For outreach, paste a real signal (a launch, a post, a role change). For triage or pipeline, paste the list or the deal data.
- What sales work can it do?
- Account and contact research, cold and warm outreach, call prep, call summaries, lead triage, competitive battlecards, pipeline review, and forecasting, all in one conversation.
- Does it guarantee meetings booked?
- No. Good research and personalized outreach raise your odds, but replies depend on fit, timing, and follow-through. Test your messaging and measure what works.
More on Zeplik
Research your next deal
Paste a prospect or your call notes and get an account brief, personalized outreach, or a pipeline read you can act on. Free to start, and honest about what to verify before you send.