Use SalesPath with your AI assistant

• “Quote 40 recessed lights for Acme at 25% markup.” It saves a draft quote you open in SalesPath with one tap.
• “Who were my top five clients this year?” It answers from your quotes, won totals and vendor margins.
• “Add these 20 contacts as clients.” It adds them in one go, skipping any you already have.
• “Mark the Acme quote won.” For quotes you created, if you allow status changes when you connect.
• “Create the commission report for the Acme quote.” It drafts the report for you to review.

It can also add products under your vendors, edit draft quotes, and send a support request or feature idea straight to our team.

• When you connect, SalesPath shows what the assistant will be able to do. Changing a quote's status is a separate box, off unless you tick it.
• It works in the one organization you pick, and only sees and changes what you can there.
• It never emails your clients. It can't send or delete a quote, delete a client, remove a product, or send, void or delete a commission report. Marking a quote sent only records it.
• On a personal account your plan's limits apply, and each connection has daily limits on how much it can create or change.

What your assistant reads from SalesPath is sent to its AI provider, such as Anthropic, OpenAI or xAI, under your agreement with them. Please leave your clients' details out of feedback you send us.

Revoke access any time in SalesPath under Settings, then AI assistants. It stops working within 15 minutes. Removing SalesPath inside your assistant may not revoke it, so revoke it in SalesPath too.

Read the Privacy Policy and the Terms and Conditions.

Start a free trial or sign in to SalesPath. The app shows you how to connect your assistant.

Questions, or something not working? Email support@getsalespath.com or send a support request.