Sales playbook
File name
Use Sales playbook for renewals
Company knowledge
Add files and folders once. Every product answers from them, with citations.
Chatly finishes your team's work.
Shared skills, agents and knowledge for your whole team.
Marketing team
Shared skills, agents and knowledge
PMAD
4 here nowShared skills
Team agents
Skill
Brand voice
Every draft in your tone, with the right product names.
Shared withMarketingSales
Team agent
Weekly campaign report
- Pulled last week's ad numbers
- Built the summary deck
- Waiting for Aiko to approve
AAiko is reviewing
M
Marcus shared Competitor brief with the team
Trusted by professionals at leading companies
Every team asks. Chatly finishes.
Sales asks for account briefs, marketing for launch assets, finance for board packs. Each one comes back finished.
Sheets
Research
Website
Presentation
Photos
Music
Documents
Integrations
Graphs
Videos
Echo meeting notes
Sales. Prepared for every call.
Echo takes notes on Zoom, Meet, Teams and in-person calls. No bot joins, and external consent is logged.
Account briefs before every renewal, drawn from Salesforce, Gmail and past calls.
One-click follow-ups to Gmail or Salesforce, sent only after you approve.
Echo notes, with no bot on the call
Northwind renewal call
External consent 2/2No bot joined
– Wants volume pricing above 300 seats, open to annual prepay.
– Needs Entra ID SSO and an EU data answer before legal.
Content creation and brand kits
Marketing. On brand, every asset.
Images, videos, explainers and ad variants from one brief.
Brand kits apply your logos, fonts and templates to every doc, deck and ad.
Launch copy, landing pages and decks drafted in your voice, in a shared team space.
Your brand on every asset
Brand kit
Acme
ACME
Fonts
Lastik · Inter
Templates
Board update, QBR, Ad set
Applied to
Docs, Slides, Ads
Eve in Slack and Microsoft Teams
Customer support. Answers, with sources.
Eve answers in Slack and Teams with cited sources, as the person asking and with their permissions.
Hand off to a human expert when it matters, then save the verified answer for next time.
A knowledge-gap report shows which questions your docs don't answer yet.
Eve in Microsoft Teams
Customer Success › General
@Eve what's our P1 response time for Platinum customers?
Eve
P1 issues: response within 1 hour, 24/7. Everything else: next business day.
Source: Customer support policy · Confluence
Workspace, policies and agents
Finance. Board packs, governed.
Board packs, variance commentary and forecasts drafted from your Sheets, in your template.
A finance policy keeps work in approved models, with external sharing behind approval.
Always-on agents prepare recurring reports and wait for a named approver before posting.
Q3 board pack, inside the finance policy
Q3 board pack.docx
Ask Claude Sonnet…
Finance policy
Set by Dan Okafor, IT · 2 days ago
- Models
- Claude Sonnet, GPT-5
- Video generation
- Off
- External sharing
- Needs approval
- Applies to
- 22 people · Workspace, Echo, Eve
One company brain. Permissions intact.
Connect Drive, SharePoint, Notion, Confluence and Slack once. Chatly, Echo and Eve answer from the same sources, and people only see what they already have access to.
- Gmail
- Notion
- Google Sheets
- Docs
- Drive
- Slack
- Linear
- Jira
Admin-approved integrations
Choose which tools can connect, for which teams, with read or write access.
Active now
Sheila
UsingAI Docsfor 12 minutes
Rammus
UsingAI Imagesfor 5 minutes
Steve
UsingAI Slidesfor 16 minutes
Shared projects & agents
Build an agent once with instructions and sources, then share it with the team.
Questions from team leads
Most teams start on the base plan. Teams that run always-on agents or heavy media work move to the higher plan. Company-wide rollouts with custom terms get a Custom plan from our sales team.
Bring your team.
Shared seats so finished work moves straight to a teammate
Pooled credits and one invoice from 3 seats
500+ connected apps for the tools your team already uses
Works with the 500+ apps your team already uses
- Slack
- Microsoft 365
- Google Drive
- Notion
- Zoom
- Jira
- GitHub
Set up Chatly for your team
Ready to bring your team?
Start with one team this week. Pooled credits and one invoice, from 3 seats.
Shared seats · Pooled credits · One invoice