Atolio integrates with every part of the sales workflow
From sales-specific tools to Slack, Google Suite, Teams, SharePoint and dozens more systems, connect with all of your apps or integrate your home-grown systems using our SDK.
From searching to knowing
Old way
The answers exist. Finding them is the problem.
New way
Unlock institutional knowledge, unlock potential. Securely.
Fuel CSAT & NRR via better, faster answers
Reduce MTTR with unified customer context
Bring customer history, tickets, and account context together to speed up diagnosis and reduce resolution time.
Eliminate knowledge base fragmentation pain
Centralize fragmented knowledge into one reliable source to help teams find answers faster.
Turn agents into resolution experts instantly
Equip agents with immediate access to the knowledge and context they need to resolve issues faster.
How Atolio supports sales workflows
Summarize known issues for a product version and link to the authoritative KB
Ask a natural-language question and search across tools in one step.
Results are permission-aware, current, and sourced from trusted systems.
Teams move forward without validating, double-checking, or escalating.
Seamlessly compile ticket history, account data, and product roadmap docs
Atolio reads across documents, tickets, and threads automatically.
AI-generated summaries highlight only what’s relevant to the task.
Less reading, faster understanding, clearer next steps.
Connect recurring issues to product team discussions
Search and ask questions where work already happens.
No new workflows or tool-switching required.
Adoption is natural, not forced.
See how Atolio can unblock your entire team’s workflow
Different roles rely on Atolio in different ways.
See how different members of your team can leverage AI-powered enterprise search to get their work done – quickly, accurately, and securely.
Account Executive (AE)
Surface account intelligence and competitor insights to personalize outreach and accelerate deals.
"Show me all past deals with companies in account executive over $500K"
"What objections came up in the [Company X] deal and how did we handle them?"
"Find competitive battlecards and recent win stories against [Competitor Y]"
"Pull up all customer references in [vertical] for this prospect's use case"
"What pricing/discount strategies worked for similar deal sizes in my territory?"
Sales Development Rep (SDR)
Instantly access account research, messaging templates, and qualification intel to book more high-quality meetings faster.
Customer Success
Surface account history, product adoption insights, and expansion playbooks to drive retention and growth proactively.
Solution Architect (Pre-Sales)
Retrieve technical documentation and integration details to scope deals and answer technical questions.
Trusted by large and midsize enterprises
Get the answers you need from your enterprise. Safely.
