For founders who sell, and small sales teams

What did I quote them?
Find it before they ask.

The proposal went by email, the pushback came on a call, the deal stage is in HubSpot. KIAgent reads all of it on your own computer, so ChatGPT or Claude can tell you what you offered, what they said, and what’s still open, with a link to each original.

The offer from your sent mail, the pushback from the call, the stage from HubSpot.
Inbox, calls, CRM, Slack

Every deal lives in five places, and the CRM is the one nobody updated.

In Salesforce’s State of Sales report, reps spent 28% of their week actually selling. The rest goes to prep, admin and looking for things: the pricing you sent in September, the objection from the last call, the name of the person in procurement. When you run the deals yourself, nobody else remembers them for you.

Before the call

Five minutes before the renewal call, the brief is ready.

A few minutes before a call on your calendar, KIAgent puts together a brief from the earlier calls with that customer, recent mail with the people on the invite, and documents on the topic. Open questions and promises come first, each linked to its source.

  • Built from earlier calls in the series and the last 30 days of mail with the attendees
  • New faces on the invite are pointed out
  • Change what it covers in Settings, for example “flag anything I promised”
The open question from the last call and what they asked for since, before you join.
No bot on the call

The buyer sees a call, not a notetaker.

Record from Zoom, Meet or Teams and KIAgent transcribes the call on your computer. No bot joins and nothing is uploaded to transcribe it. The summary follows your own format, for example pain, budget, timing, next step.

  • Transcription and summary run on your computer
  • Your deal-notes format, set once in Settings
  • Every call searchable next to your mail and HubSpot
A discovery call summarised in your own deal-notes format.
Who’s involved

Who else at the company have you talked to, and who haven’t you?

KIAgent keeps a record of every person and company from your mail. Ask about an account and your AI lists the people, what each one last said, and who on the next invite you’ve never spoken to.

  • People and companies built from your mail, without typing
  • Last contact and thread count for each person
  • Spots people who were copied in but never replied
Everyone at the account, what they last said, and who you haven’t met.
How it works

Set up once, before your next call.

1

Connect where your deals live

Mail, calendar, HubSpot, Slack and your proposals folder. Everything is read on your own computer.

2

Turn on briefs and transcription

Briefs before calls on your calendar; transcripts of the calls you record.

3

Ask ChatGPT or Claude

What you quoted, who’s involved, what’s still open. Every answer links to the source.

After the call

The recap and next steps, drafted before you forget them.

Ask your AI for the follow-up and it writes from the call transcript and the thread: what you heard, what you promised, the next date. It waits in your Outbox until you read it and press Send.

  • Drafted from what was actually said on the call
  • Nothing is sent until you confirm it
  • Works with Gmail, Outlook and any IMAP mailbox
A recap drafted from the call, waiting for you to press Send.
Sources

Where your deals already are.

Mail & calendar
Gmail
Microsoft 365
31
Google Calendar
Calls & chats
●
Meeting recorder
Slack
WhatsApp
CRM & documents
H
HubSpot (read-only)
Google Drive
Proposals folder

Not connected today: Salesforce, Pipedrive, Gong and LinkedIn messages. KIAgent reads HubSpot but never writes to it.

Your pipeline, your laptop

Your customers’ calls don’t belong in a notetaker’s cloud.

Calls are transcribed on your own computer, and everything KIAgent reads stays there. When you ask ChatGPT or Claude, only the passages an answer needs go to it, and every lookup is on the record.

On your computer, not our servers
Recordings, transcripts, mail and CRM records are stored here.
Transcribed on your computer
No bot joins the call, and audio is never uploaded to transcribe it.
You decide what goes to your AI
ChatGPT or Claude get only the passages an answer needs.
Every lookup is logged
See what your AI looked up, and when. Revoke an app’s access in one click.
Nothing is sent without you
Follow-ups wait in your Outbox until you press Send.
Open source
Read every line of what touches your deals.
Your AI asked — every request, every app, on your machine.
Honest answers

The questions a skeptic actually asks.

Yes. No bot joins the call, but it’s still a recording, and many places require everyone’s consent. Say so at the start of the call. Leaving the bot out makes the call more comfortable for the buyer; it doesn’t change the law.

If you run the company, it’s your call. If you work for one, check its policy before connecting work mail, Slack or the CRM to any personal tool, KIAgent included. Everything stays on your computer, but the decision is your employer’s.

No. KIAgent reads HubSpot and never writes to it, and Salesforce and Pipedrive aren’t connected today. It’s a memory for you, not a replacement for your CRM.

No, only the notification emails LinkedIn sends you. Conversations that move to email or a call are found from there.

No. It’s one person’s archive on one computer, with no shared deal rooms, manager views or forecasting. It suits founders who sell and reps who run their own deals.

Yes. Everything on your own computer, including transcription, is free and open source. The only paid option is remote access, so ChatGPT or Claude on your phone can reach your computer between meetings.

Also made for
DevelopersMeetings, Slack and GitHub as context for your coding agent.Product managersEvery customer quote across calls, Slack, email and HubSpot.Solo businessesEvery client, invoice and promise remembered.Job huntingA brief before every interview: who, what you sent, what you said.
All 16 pages →
Pricing

Free is the whole product.

The app does everything on your own machine, for nothing. The only paid option exists for one reason: reaching your machine from somewhere else.

The app

Free

$0 · forever · no account
  • Connect any number of sources
  • Messages, People, Calendar and Transcripts
  • Morning and meeting briefs, on your ChatGPT plan or a local model
  • Search from every AI tool on your computer
  • Local index · no limits · no telemetry
  • Open source (MIT)
Download — free
Optional

Remote $5/mo FREE

a secure address for your machine
  • Reach your machine from your phone
  • ChatGPT and Claude on the web, from anywhere
  • A personal address like you.localkiagent.com
  • Cancel anytime · your local app stays free
Try for free
KIAgent

Every call prepped. Every promise found.

Download — freeMac & Windows

Your mail, calls, HubSpot and Slack, searchable on your own computer, with a link to every quote.