Founding Designer
What is HeySam HeySam is an AI-powered conversation intelligence platform built for revenue teams. It lives inside Slack and helps Sales Engineers, Sales Reps, and Sales Managers capture, organize, and act on the knowledge shared in customer calls — without leaving their workspace. HeySam automatically joins your sales calls, extracts key details like technical requirements, objections, and next steps, and summarizes them into actionable insights that can be instantly shared or synced to your CRM. How to Use HeySam Connect HeySam to Slack: Add HeySam to your Slack workspace and link your meeting platform (Zoom, Meet, or Teams). Start a Call: When a customer call begins, HeySam automatically joins as a silent participant. Review the Summary: After the meeting, Sam sends you a message in Slack with a full recap, including insights, quotes, and action items. Push to CRM: Approve suggested CRM updates directly from Slack — no tab switching needed. Features of HeySam AI Sales Engineer: Automatically extracts technical details, objections, and pain points from calls to help reps close deals faster. Live Call AI: Summarizes conversations in real-time, allowing teams to collaborate during or after calls. CRM Sync in Slack: Suggests updates for Salesforce, HubSpot, and other CRMs directly within Slack. RFP Copilot: Helps teams draft or answer complex RFPs using context from past calls and documents. Searchable Knowledge Base: Every conversation becomes searchable — making it easy to find how your team handled similar questions. Privacy-First Design: Built with enterprise-grade security and compliance to keep your conversations safe. Use Cases of HeySam Sales Reps: Spend less time on admin work and more time selling. Sales Engineers: Focus on solving technical challenges, not on writing notes. Sales Managers: Get visibility into what’s working in calls and coach teams using real examples. Revenue Operations: Automatically sync customer data and insights into CRMs. Product Teams: Discover recurring customer pain points straight from real calls. Customer Success: Monitor renewal risks and feature requests without needing to attend every meeting. FAQ from HeySam What is HeySam and how does it work? HeySam is an AI assistant that listens to your sales calls, identifies key information (like objections, next steps, and technical details), and delivers a clean summary right in Slack. Do I need to install anything? No. Just invite HeySam to your Slack workspace — it integrates seamlessly with Zoom, Meet, and Teams. Is my data secure? Yes. HeySam uses enterprise-grade encryption and never shares your data externally. Does HeySam integrate with my CRM? Absolutely. HeySam can push insights and updates to Salesforce, HubSpot, and other major CRMs. Who uses HeySam? Sales Engineers, Account Executives, Sales Managers, and Customer Success teams who want to focus on closing deals instead of taking notes. Can I use HeySam for team coaching? Yes. You can search call transcripts, review how top performers handle objections, and share best-practice snippets with your team.
