Turn your sales data into a revenue engine - not a data entry chore.
From lead creation to renewal - deploy agents that keep records current, generate pipeline intelligence, and help reps close faster.
SaaS Support AI agent
LiveThree workflows SaaS teams run with Onpilot
SaaS Support AI agent
LiveRecord lookup and intelligence
Pull contact, account, and deal data on demand - from Slack, email, or meeting prep. Reps get full context without switching tabs or running manual searches.
SaaS Support AI agent
LivePipeline search and reporting in plain English
Ask 'which trials are stalling this week?' or 'show me deals by stage and rep' and get instant, accurate results from your live data.
SaaS Support AI agent
LiveMeeting prep and post-call updates
Before every call, surface deal history and open issues. After the call, sync notes, action items, and stage updates back automatically.
SaaS Support AI agent
LiveLook up any record and get full context in seconds
Reps ask about a contact, account, or deal and get everything they need - recent activity, open opportunities, support tickets, and engagement history. Onpilot pulls from your CRM and connected apps so the answer is always current and complete.
SaaS Support AI agent
LiveCreate and update records without the data entry tax
Log notes, update deal stages, create contacts, and add activities from chat, email, or voice. Onpilot handles field mapping, validation, and dedup - so your records reflect reality without reps spending their evenings on data entry.
SaaS Support AI agent
LiveGenerate emails, outreach, and follow-ups from your data
Draft messages grounded in deal stage, account context, and contact history. Every email references real details - not generic templates. Sequences trigger from CRM signals so outreach lands when relevance is highest.
SaaS Support AI agent
LiveRun reports and pipeline analysis in plain English
Ask 'show me deals closing this month over 25k' or 'which reps have the most stalled opportunities?' and get formatted results instantly. No query language, no dashboard building - just answers from your live data.
When your CRM and team chat finally share the same context
Where B2B teams work
Case study
Integrate with HubSpot
Sync Onpilot with HubSpot so agent answers pull live deal stage, company, and contact context - pipeline updates and handoffs stay in one system instead of copy-pasted threads.
One integration layer - tenant-scoped, with OAuth, approvals, and audit trails your security team can review.
See all CRM & collaboration integrationsBook a demo
Make your data work as hard as your team does.
We help SaaS teams connect their tools, configure workflows, and ship production-ready agents with controls built in.