Backstory

Meet Backstory

Backstory captures sales activity from connected calls, email, meetings, and CRM records, then relates it to accounts and opportunities. It examines deal health, engagement, and risk, giving sales leaders material for pipeline reviews and questions about a changing forecast. Findings link back to the underlying activity so users can inspect the source.

Users can ask revenue questions in natural language through supported assistants or workplace tools. Connections include Salesforce, Microsoft Dynamics, Gmail, Outlook, Zoom, and Slack. MCP access extends the analysis to compatible AI applications, where a team can investigate a deal using its recorded conversations and customer information.