Frequently asked questions

An AI teammate for B2B sales teams. It reads email, calendars and meetings to keep track of customers, promises and next steps — so reps don't have to enter data.

It does a CRM's job (customer records, pipeline, reports) but updates itself from real conversations. If you use HubSpot, CoCollie imports from it and can write deal stages back.

B2B companies that sell through relationships, with roughly 5–50 reps and multi-week sales cycles. Larger teams use Scale or Enterprise.

There's no direct connection to these apps yet. Screenshot the chat and CoCollie files it to the customer.

The interface and AI on duty support English, Vietnamese, Thai, Indonesian and Spanish.

CoCollie installs to your phone's home screen from the browser, like an app.

Not by default. The AI drafts, a person approves, and approved emails still wait at least 10 minutes so you can edit or cancel.

Every fact it extracts comes with the source sentence. AI on duty only answers from approved knowledge and hands over otherwise.

No.

No. No screen recording, no scoring, no rankings. Private notes stay private.

Yes — mark items private or exclude contacts.

A manager picks the new owner; CoCollie prepares the handover brief, intro emails and moves open promises.

On servers located in Vietnam.

Yes, export everything any time.

The account becomes read-only and you can still export. Data is never deleted automatically; we delete it on request.

From $25 per rep per month. See the Pricing page.

Sign-up takes 2 minutes, connecting a mailbox a few more. CoCollie starts building profiles right away.

Yes. After signing up you can open a view-only “sample company” with realistic data before connecting your own. Or book a 20-minute demo.