Nate Segal
ChatAE makes me a better AE. Period.
Turn Account Intelligence intoAccount PlansAccount Plans
ChatAE is the AI account execution platform that unifies internal data and external research to give reps the POV and artifacts needed to win every account.
Alerts
Org Charts
Messaging
Slides
The Problem
Your team has AI outputs. Not an account strategy.
Reps are juggling prompts, tabs, notes, and point tools. Insights get buried, execution is inconsistent, and leaders still cannot verify whether account plans are being followed.
Our Solution
ChatAE is where account strategy becomes execution.
Turn scattered account data into coordinated execution. Generate deal-ready artifacts fast, and give managers real-time visibility into strategy-to-execution across accounts.
Creating 10x sellers for teams of all sizes
“AI gives reps more data---and more noise. ChatAE is the first platform that organizes and centralizes account intel, and enables leaders to truly audit how their team uses AI for account planning.”
A faster & better way to do account planning
Manual Account Planning Process
🔍Go to account website to research
Research account in LinkedIn Sales Nav
Google news & recent developments
Write mega-prompt in ChatGPT for additional info (10ks, earnings calls, fundraising info)🧐Sort through ChatGPT results & try to determine accuracy and sources
🔄Iterate on mega-prompt and re-write it to be more accurate
Find relevant contacts & review their LinkedInTotal Time: 2-3 hours
Todd Busler
As a sales leader, ChatAE is crucial for ensuring reps execute on strategic plays within top accounts.
Alex Votteler
ChatAE is like having my own executive assistant working in the background to surface the research, messaging and plays I need for each account.
Drew Busse
As a newer rep, ChatAE has helped me get up to speed with pre and post-call best practices. It’s like having an on-demand assistant and sales manager all-in-one.
Steven Koulouris
Before ChatAE, staying current on accounts was impossible. Now it's just done and my prospecting and meetings are significantly more effective.
Tim Hartnett
I’ve spent tons of time building, and tweaking, custom GPTs for account & prospect research. ChatAE takes things to another level and is the AE copilot I wish ChatGPT could be.
Frequently Asked Questions
Why is ChatAE different from just using ChatGPT, Gemini, or Claude?
ChatGPT, Gemini, and Claude are powerful LLMs. Many teams use them - and even build internal agents on top of them - to do basic account research, write emails, summarize calls, or automate pieces of workflow.
But prompting a model isn't the same as building a system. ChatAE is a platform that turns account planning and execution into an operationalized, scaleable system across your entire sales org.
Whether you're prompting LLMs manually or building workflows with Claude Code, you still have to design and maintain:
- Data ingestion and indexing across CRM, calls, Slack, and research
- Account-level memory and retrieval logic
- Monitoring and alerting infrastructure
- Contact search and enrichment
- Structured account workspaces
- Rep execution tracking
- Manager-level reporting and coaching views
ChatAE provides that infrastructure out of the box - purpose-built for GTM teams.
Instead of starting from raw model access, ChatAE:
- Continuously organizes internal + external account intelligence into persistent workspaces
- Monitors accounts and surfaces change proactively
- Gives reps the tools (contacts, org charts, research, etc.) they need to account plan effectively
- Generates prescribed approaches aligned to your sales methodology
- Tracks rep commitments and execution
- Gives managers visibility into readiness and execution consistency
The LLMs are great reasoning engines. ChatAE is the system that operationalizes them for account execution at scale, then layers additional tools and workflows on top.
If you want AI living in prompts or custom scripts, models are great. If you want AI embedded in your account planning & execution - structured, persistent, and coachable - that's what ChatAE is built for.
How do you price?
ChatAE is priced to be accessible to all sellers from individuals to teams. Paid plans start at just $29/month, along with custom Team and Enterprise plans.
Does ChatAE price based on credits?
Sort of-but also, not quite. We use a credits-like system for counting usage, but instead of counting usage for each action, our Insights metrics means usage is only counted when valuable research is actually returned. We hope this helps ensure our usage tiers pricing reflect value, not just activity, and avoids penalizing users for raw usage.
What is an Insight?
An Insight is a piece of intel generated by ChatAE in response to a Custom Trigger or research prompt. It is the primary usage metric for ChatAE.
Do I need to enter my credit card info to sign up?
No, you do not need to enter your credit card info to sign up. You can sign up for free and upgrade at any time.
What happens after my free trial?
After the 14 day free trial, your access will be limited. If you choose to continue using ChatAE, you will be required to enter your payment information to continue using the product.
Can ChatAE be used by teams? Do you have an enterprise plan?
ChatAE is great for teams, and we'd love to talk to you about a plan. Chat or email us at hello@chatae.ai to discuss what you need.
Do you train your LLM on my data?
We use OpenAI APIs that do not train on submitted data. You can read more about these APIs here: https://openai.com/enterprise-privacy.
What is your privacy policy?
You can find the privacy policy and terms of service here: https://chatae.ai/terms-of-service.
Have more questions?
Email us at hello@chatae.ai with any questions and we will get back to you ASAP!
Have a clear plan for every account.
Stop guessing which accounts to prioritize and how to work them. Get your team live in minutes with team-wide alignment on how to win each account.