Your complete B2B sales intelligence platform
DataAssistant AI combines email intelligence, AI campaign automation, CRM analytics, and auto-response into one platform built for B2B sales teams.
Smart Reply — the feature that changes everything
"Before Smart Reply, every pricing enquiry took 10 minutes to look up and reply. Now it's reviewed and sent in 30 seconds."
Connect one or more Microsoft Outlook and Gmail accounts in under 2 minutes each. The platform manages all inboxes from a single dashboard — syncing, AI-analysing, and auto-responding on your behalf, while you stay in full control of what gets sent.
Go to Email Providers → click "Configure" on any account to set its Smart Reply signature
Upload your product catalogue, price lists and FAQs as knowledge bases. Every upload is health-checked automatically — duplicates, price conflicts and missing values are flagged with one-click fixes — then indexed with multilingual embeddings, so every AI reply is grounded in your real data. Nothing made up.
Knowledge Bases → New: upload a file and run a health check before going live
Upload your audience, let Claude AI write personalised email copy for each contact, schedule the send at human-like intervals, and track opens, clicks, and replies in real time — all from one place.
Import contacts, segment by company, role, or engagement behaviour, and let AI classify every lead as Hot, Warm, or Cold automatically. The platform tracks both contacts and the companies they belong to.
For each company, document which products they buy (or could buy) and assign a PAM — Potential Addressable Market value. This turns your contact list into a revenue pipeline with a dollar figure attached to every account.
Go to Audience → "Company PAM & Score Analysis" tab → Edit PAM button
Every contact gets two AI-powered scores. The Lead Score (0–100) is calculated from email engagement behaviour — opens, clicks, replies, and recency. The Decision Maker Score (0–5) is assessed from job title seniority, decision-maker status, priority rating, deal timeline, and estimated deal value — all captured in one Lead Assessment popup.
Go to Leads → click "Lead Assess" on any contact to open the assessment popup
The dashboard surfaces what matters: campaign KPI bar chart, contact counts, quick actions, and the Customer Universe matrix — all live, all in one place. Dark mode is default.
A 2D interactive scatter plot where every bubble is a company. Position on the X-axis shows how engaged their contacts are. Position on the Y-axis reflects decision-maker influence. Bubble size shows total PAM value — the bigger the bubble, the bigger the prize. Click any bubble to edit data inline.
Upload your pricing and lead-time data once. Set trigger keywords. The moment a customer emails asking "how much is X?" or "when can you deliver Y?", the AI searches your KB and drafts a precise reply — in the customer's own language — within seconds. No more copy-pasting price lists at 11pm.
Most CRMs store data. DataAssistant AI acts on it — from first contact to signed deal.