Create with natural language
Tell Octolane what happened in plain English; we create or update the record for you.Examples
- “Create opp for Acme, $45k ARR, next step: pricing review next week.”
- “Log meeting with ZenCorp today, mark as stage: discovery.”
- “Add contact Priya @ Zephyr as champion.”
What we do
Parse intent, map to the right account/contact, set fields, and attach the underlying email or meeting for traceability.
Accuracy guardrails
Accuracy guardrails
We validate owner, stage, and amount against existing records before writing to avoid duplicates.
Where to use it
Where to use it
Use natural language in the web app or directly from email summaries we surface after a call.