01 · READS
Every interaction, matched to the right deal.
Backstory reads your CRM, email, calendar, meetings and calls. It filters out internal threads, newsletters and auto-replies, then matches each email and meeting to the right person, account and deal, partners included.
Nobody on your team types anything in.
Email: Gmail & Outlook
CRM
Calendar
Meetings: Zoom & Teams
Calls from Gong & sales engagement platforms
Answers from facts
One call can produce up to 200 facts, like "the CFO asked about pricing" or "legal flagged a security review." A busy deal holds 5,000 to 10,000, and Backstory ties every one to the deal it belongs to.
02 · MAKES SENSE OF IT
Every fact, checked and read in context.
Backstory reads each deal against who's involved and how it has changed over time, including the people who shape a deal without ever joining a call.
It also fixes stale or incorrect titles and seniority, so a VP gets treated as a VP.
Understands the context
Two weeks of silence on a $2M deal carries a different weight from the same silence on a $50K deal. Backstory reads every signal against deal size and history.
03 · DELIVERS
Answers inside the tools your team already uses.
Leaders get answers in Slack, Teams, email and the AI tools they already use, like Claude, ChatGPT and Microsoft Copilot. Your own agents query the same facts through MCP, the standard way AI tools connect to outside data. Backstory sits under your AI and gives it the full customer story.
Switch models and your context moves with you.
Where
What it looks like
Slack
“@backstory which deals are at risk this quarter?”
CRM
Deal health scores and the next step, right on the record
AI tools
“Show me expansion opportunities in my top accounts”
Backstory
“Give me my top three priorities before the forecast call”
Exec reviews
Pipeline confidence for executive reviews
What it means
Every answer ends with a next step and shows its evidence: the meeting, the stakeholder, the dollars at stake. You make the call with the proof in front of you.
Under the hood
The details your AI and IT teams will ask about.
Your rules decide the matching.
Tune how activity maps to accounts, deals and people so it fits how your company is organized.
Every risk has a detailed history.
Each risk keeps a dated record of when it appeared, changed and was resolved.
Accuracy is checked continuously.
AI grading, human review and years of production feedback check quality, on models tuned for this volume.
Agents get the right context first.
Agents query structured facts before pulling source detail, so answers come back fast and costs hold at scale.
What an answer looks like
Deal momentum declining.
Stuck in procurement with no next steps. Stakeholder last engaged 18 days ago. Deals at this stage without a defined next step tend to slip.
Intervene earlier, with context.
Missing economic buyer.
The CFO is the likely economic buyer, based on org chart and deal size.
Get the CFO in a meeting this month.
Stakeholder engagement dropping.
A competitor came up on two recent calls. The executive sponsor’s response time has tripled in 10 days.
Re-engage before momentum drops.
Commit risk rising.
Opportunity remains unqualified on 3 of 6 MEDDPICC criteria. Rep confirmed a verbal commit, with no written validation or legal engagement yet.
Hold it out of commit until legal engages.
Getting started