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Pre-meeting briefs

Before a stop, Mapsly AI puts the account in front of you: who you are meeting, the open deal’s details, previous meetings’ highlights, unresolved promises, renewal dates, win/lose signals, risks and opportunities, so your reps walk in fully prepared. Custom objects, fields and non-CRM data sources are fully supported.

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How it works

  1. 1Get the briefMinutes before a stop, on demand, or weekly from a scheduled AI workflow or a metric change.
  2. 2Talk it throughAsk follow-ups. The brief becomes a visit plan with battle cards and objections handled: your personal coach.
  3. 3Walk in preparedMemory adds what no CRM field holds, auto-saved from past conversations and surfaced next time.

Briefs are not tied to the next stop: a scheduled AI workflow can send a weekly brief, and a metric change can trigger one. What a brief covers is scripted per team. Memory needs no setup: conversations are summarized and the facts and plans are saved with the contact and its account, then surfaced next time anyone talks about them.

9:41
Brief — Nordwind
Nordwind Supply in 4 min — your brief is ready
Before you walk inNordwind Supply
Sarah Lee, Ops LeadMet twice · prefers WhatsApp
$40,000 · Enterprise planNegotiation · renewal in 34 days
Last visit, Sep 2Pilot slipped to September
RiskComparing a cheaper tool
You · Voice

“What should I push for?”

Speaking

Raise the renewal and show the multi-user run: they route 30 reps by hand. Expect the price objection; implementation is included.

From memory · call on May 28
Save as a visit plan
ResolvedVisit plan saved as a canvas
End
Type a message…
Your data
Sarah Lee · Nordwind Supply
RoleOps Lead
Deal$40,000 · Negotiation
RenewalOct 8 · in 34 days
Memory · Sarah Lee
Ops30 reps routed by hand on Fridays
PreferenceWhatsApp · not before 10 AM
Canvas · Visit plan
Talking pointsRenewal · multi-user run · pilot
ObjectionsPrice: implementation included
Read, coached, planned; nothing written to the CRM
Reads
Contacts, deals, notes, tickets, contract dates, your knowledge base, Mapsly AI’s memory.
Writes
Nothing in your CRM. A visit plan can become a canvas.
Needs from you
Nothing. Our solution engineer can script what a brief covers.
Runs on
All plans. A brief costs a few cents of the AI allowanceThe AI usage included in your plan every month, measured in AI credits and pooled across your account; the amount in brackets is what those credits currently cost. Beyond it, usage draws on your prepaid AI credits at the current rate card..

Plans and limits

See pricing
EssentialAdvisory AI
ProAgentic AI
EnterpriseDepth & compliance
Pre-meeting briefs

Mapsly AI is included in every plan and is in private beta: contact us to join the waitlist and get early access. Each plan carries a monthly AI allowance measured in AI credits (the amount in brackets is what those credits currently cost), pooled across your account and reset every month. Beyond it, usage draws on your prepaid AI credit balance at the current rate card.

See Mapsly AI on your own pipeline

A personalized demo with a Mapsly solution engineer, on your data. Configuration is included in every plan.

Contact our teamSee pricing

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