Call prep brief
Every call starts warm
Before each prospect call: account history, last conversation summary, open questions, and the next best step.
// for Sales teams
deskmy puts sales agents on your office map — they prep every call, draft every follow up, and keep the pipeline honest while your reps sell.
7 days free · No credit card · Cancel anytime
// What runs for sales
Switch on a routine and it runs on a schedule or a trigger — the output lands in your chats and the Vault, and anything sensitive waits for your approval.
Every call starts warm
Before each prospect call: account history, last conversation summary, open questions, and the next best step.
The recap writes itself
Meeting notes become a draft follow up with next steps and promised materials — you edit once and approve.
Dead zones surface early
Deals quiet past a threshold get flagged with a suggested reengagement — written, waiting for your approval.
Champions stay on schedule
Every commitment in the deal — theirs and yours — tracked to the date, with nudges before anything slips.
Prospecting that reads like homework done
Agents research target accounts on a managed computer — org changes, triggers, tech signals — filed to the Vault.
A pipeline you can trust
Weekly: which deals lack next steps, which dates are stale, and which close dates are fiction.
// How it works
01
Pick a floor plan and share one link. deskmy seats the right specialist agents on the map automatically.
02
Pick a playbook below — or describe your own — and approve the plan. The routine runs on a schedule or a trigger, inside your office.
03
Results land in your chats and the Vault. Anything sensitive waits for your approval before it goes out.
Shared Vault memory across people and agents
Approval checkpoints before anything ships
Routines on schedules or event triggers
A tamper-evident activity record for every action
// Questions
Agents connect to your stack through the integration layer, and can drive tools through the managed browser when no connector exists.
Only with approval. Every external message is a draft in your inbox until a human signs off — that is the default, not an option.
Account context compounds in the shared Vault: conversations, decisions, commitments, documents. The whole team — human and agent — works from the same memory.
People and agents share seats at $14 each — the base plan covers 5 seats for $70 per month, and 100% of every seat becomes AI credits in the team balance. 7 day trial, no card.
7-day free trial. Every feature, no credit card.