Frequently asked questions

Optivian is an AI sales execution platform that gives your team an AI co-worker named Ollie. Ollie connects to your CRM and ingests emails, calls, meeting recordings, and notes to build deep context on every deal. From there, Ollie delivers daily prioritized actions, generates sales collateral like business cases and mutual action plans, and provides strategic deal guidance, so reps spend less time on admin and more time selling.

Optivian is built for B2B sales teams running complex, multi-stakeholder enterprise deals. It's most valuable for account executives managing mid-market and enterprise pipelines, sales leaders who need pipeline visibility and coaching insights, and revenue operations teams looking for better deal intelligence and forecast accuracy.

Ollie is your AI sales co-worker that lives inside your existing workflow. Available in Slack, Microsoft Teams, and embedded directly in Salesforce and HubSpot, Ollie's Context Engine continuously analyzes every customer interaction to build a deep understanding of each deal. Based on that context, Ollie delivers prioritized daily actions, drafts ready-to-send emails and messages, generates strategic recommendations, and creates sales documents. Everything Ollie produces is grounded in your actual deal data, with transparent sourcing so your reps can verify and trust the output.

Most AI sales tools focus on a single capability like conversation intelligence or email sequencing. Optivian takes a fundamentally different approach: it builds deep, continuously updated context across every deal interaction and then acts on that context. Ollie doesn't just analyze calls. It understands the full deal lifecycle including stakeholder dynamics, qualification gaps, and competitive positioning, then executes on that understanding by generating business cases, mutual action plans, and prioritized daily actions.

Daily actions are up to three prioritized, deal-specific tasks that Ollie delivers to each rep every day. Ollie analyzes real engagement signals, deal health changes, and your overall strategy to determine what matters most right now. Each action comes with ready-to-use content like a drafted email, LinkedIn message, call prep notes, or internal briefing, so reps can execute immediately. If a deal's activity achieves the same outcome before the rep acts, the action auto-completes.

Optivian automatically extracts and scores MEDDPICC qualification criteria from every customer interaction, including emails, calls, meeting transcripts, and notes. Each field (Metrics, Economic Buyer, Decision Criteria, Decision Process, Identify Pain, Champion, Competition, and Paper Process) receives a score from 0 to 100 based on the evidence found. Scores update continuously as new interactions occur, and customer-sourced data is weighted more heavily than internal data.

Deal health scoring gives every opportunity an AI-calculated score from 0 to 100. The score is based on six weighted criteria: Customer Engagement (25%), Deal Progression (20%), Problem-Solution Fit (15%), Risks and Blockers (15%), Financial and Procurement Clarity (15%), and Strategy Execution (10%). Ollie explains the reasoning behind each score and highlights where deals need attention. Score changes can automatically trigger tasks, so your team responds to at-risk deals before it's too late.

Optivian generates three types of sales collateral grounded in your deal data. Value Summaries are one-pagers written from your champion's perspective to help them sell internally. Mutual Action Plans lay out 6 to 12 milestones with dual ownership between your team and the buyer. Business Cases provide full ROI and business justification documents. Each piece is auto-created when sufficient deal data is available, and reps can always generate, edit, or regenerate with custom instructions.

Closed deal analysis examines the full timeline of interactions for every won and lost deal, identifies specific win/loss reasons across 13 categories, and uncovers patterns that drove the outcome. These insights feed directly back into your active deals, improving task recommendations, strategy suggestions, and coaching opportunities. Sales leaders can use consolidated reports for QBRs, rep coaching sessions, and pipeline reviews.

Optivian comes with five pre-built task types (Daily Actions, Stale Deal Actions, Value Summary, Mutual Action Plan, and Business Case) that cover the most common sales execution needs. Beyond these, you can create fully custom tasks using natural language descriptions or a visual builder. Custom tasks use the same Context Engine and deal intelligence as the pre-built ones, with configurable triggers, target deals, and delivery channels.

The Context Engine is the intelligence layer that powers everything Optivian does. It connects to your CRM and continuously ingests every customer interaction: emails, call recordings, meeting transcripts, notes, and CRM field changes. From this data, it builds Deal Profiles with qualification scores, stakeholder maps, and engagement history; Company Profiles with your positioning and competitive context; and User Profiles that learn each rep's communication style. This deep context is what allows Ollie to generate relevant, accurate output rather than generic suggestions.

Every recommendation, action, and generated document is grounded in your actual deal data, not generic templates or best practices. Optivian shows the source of every insight and its confidence level, so your reps can trace any recommendation back to a specific email, call transcript, or CRM record. This transparency means your team can trust what they're seeing and make informed decisions.

Yes, always. Optivian suggests, your team decides. Every action, email draft, business case, and strategy recommendation requires human approval before anything is sent or shared externally. Reps can edit generated content, dismiss recommendations, or override AI suggestions at any point. Ollie is designed to accelerate execution, not replace human judgment.

Optivian has native integrations with Salesforce and HubSpot, connecting via OAuth so Optivian never stores your CRM passwords. The integration syncs deals, contacts, emails, calls, meetings, and notes. Optivian also writes deal health scores and AI-generated summaries back to your CRM records. For Salesforce users, Ollie is available as an embedded Canvas app on opportunity pages. For HubSpot users, Ollie appears in the deal sidebar. Additional CRMs are evaluated with customers.

Optivian integrates with Slack and Microsoft Teams for deal updates, alerts, and in-thread Q&A with Ollie directly in your channels and DMs. It also supports email delivery via daily digest summaries and connects to Google Calendar for meeting recording and transcription. The goal is for Ollie to meet your team where they already work.

Yes. Optivian can enrich your CRM records with AI-generated intelligence, including deal health scores, deal summaries, and more. CRM Writeback is opt-in and fully configurable, so you control exactly what gets written back to your Salesforce or HubSpot records.

Yes, Optivian is fully GDPR compliant and supports data subject rights requests. All customer data is stored within the EU. The platform enforces multi-tenant isolation, ensuring your data is completely separated from other customers. All connections use HTTPS/TLS with HSTS enforcement, and sensitive data is encrypted at rest.

No, never. Your customer data is only used to deliver your account's features under your contract. It is never used to train generalized AI models, shared with other customers, or used for any purpose outside of powering your Optivian instance.

Optivian supports Single Sign-On via Google Workspace or Microsoft Entra ID using the OIDC protocol. The platform provides role-based access control with three roles: Admin (full platform access), User (core sales features), and Manager (team-scoped access to deals and members). CRM connections use OAuth so Optivian never handles or stores your CRM passwords.

Setup takes minutes, not weeks. You connect your CRM with a one-click OAuth integration, configure your company profile with your value proposition and competitive positioning, and choose where you want Ollie to deliver outputs. Optivian begins analyzing your deal data immediately after the CRM connection is established. Most teams see their first deal insights within the same day.

Teams using Optivian close deals faster, forecast with more confidence, and stop repeating the same loss patterns. Specific impact areas include improved pipeline velocity through daily prioritized actions, better win rates through continuous deal intelligence and proactive risk identification, more consistent qualification through automated MEDDPICC scoring, and stronger champion enablement through auto-generated value summaries and business cases.

Every Optivian account includes dedicated onboarding, email and Slack-based support, and regular success reviews. Our team works with you to configure company profiles, set up tasks, and ensure the integration is capturing all relevant deal data.

Yes. Book a personalized demo where we show how Ollie works with real deal data. This isn't a generic product walkthrough; we demonstrate real deal intelligence, daily actions, and collateral generation based on your pipeline.