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Enterprise Assistant
Enterprise AssistantEnterprise knowledge agent

Give every leader back hours of their day.

Enterprise Assistant does the prep, follow-up and admin your people do by hand, builds a private memory of everything your company discusses, and coaches every team from its own conversations — all inside your own cloud.

Private by design: runs in your cloud or on-prem your LLM keys zero third-party access
MORNING BRIEF · 7:15
Good morning, Priya
Saves ~45 min
3 deals need your attention
Northwind — CFO raised a budget freeze on Monday's call
Acme Health — champion out until 21 Oct; close date at risk
Globex — competitor named twice in last two calls
ASK YOUR COMPANY MEMORY
What has Northwind said about budget this quarter?
Budget freeze raised by the CFO on 6 Oct, after pricing was first discussed on 12 Sep 3 meetings · 2 emails · 1 CRM note
COACHING TIP · FROM YOUR LAST 4 CALLS
Pricing came up before value was agreed in 3 of 4 Northwind calls. Lead with the ROI story on Thursday.
Approval queue · 9 items
4 recaps · 3 HubSpot updates · 2 replies
WHAT MAKES THE ASSISTANT DIFFERENT

Time back, every day

Meeting prep, recaps, CRM updates and reporting done for you. Leaders get hours back, not more dashboards.

See a day with Enterprise Assistant →
Organisational memory

Every meeting, decision, person, account and project linked in a knowledge graph your whole company can ask.

How the memory works →
Coaching from every conversation

Personal coaching for every rep and manager, and patterns from won and lost deals for leaders — from your own calls.

See coaching →
Private by design

Runs in your cloud or on-prem with your own LLM keys. Your conversations never leave your control.

Privacy and security →
72%
of a seller's week goes to work other than selling¹
117
emails land in the average inbox every day²
4+ hrs
a week back for every Enterprise Assistant user³
0
ecaps, notes or CRM fields typed by hand
NOT A NOTETAKER. A COWORKER.

Every meeting creates 15–30 minutes of work before and after it. Enterprise Assistant takes that work across the whole day — and asks you to approve, not to type.

BEFORE
Walk in prepared

A one-page brief for every meeting: past conversations, open promises, stakeholders and deal stage. Your inbox, already sorted by what matters.

DURING
Stay in the room

Enterprise Assistant joins Teams, Zoom, Meet or Webex and captures every decision and commitment, with an owner and a due date. You keep your eyes on the customer.

AFTER
The admin does itself

Recaps drafted, CRM updated, tasks assigned and the weekly roll-up written — waiting in one queue for your OK.

A DAY IN THE LIFE

Pick a role and see the same day — before Enterprise Assistant, and with it.

CHIEF REVENUE OFFICER
CRO

Owns the number. Lives in forecast calls, deal reviews and board updates — and spends the hours in between chasing context.

~4 hrs
handed back every working day⁴
WHEN
TODAY
WITH YOUR ASSISTANT
7:15
Clear the inbox, check LinkedIn, scan HubSpot for stuck deals
One Morning Brief: priority emails, replies, at-risk deals and today's briefs
Smart Inbox Triage · Deal Risk Alerts
10:00
Forecast call built on reps' verbal “commit”
Every commit linked to what the customer actually said
Forecast Evidence
16:30
Rewrite each meeting into email, CRM and Slack
Recaps, CRM fields and tasks ready to approve at hang-up
Auto Follow-Up · CRM Auto-Sync
Friday
Rebuild the week for the CEO from spreadsheets
Forecast narrative and week-in-review, already drafted
Executive Roll-Up
ORGANISATIONAL MEMORY

Most of what a company knows is said in meetings and lost by Friday. Enterprise Assistant turns every conversation into a living knowledge graph — linking people, accounts, decisions, projects, emails and CRM records — so anyone can ask what happened, and why.

Ask in plain language. "Why did we change the EU pricing?" — answered with the meetings, emails and decisions behind it.
See the whole picture. Open any account, project or topic to see every conversation, owner, task and decision connected to it.
Knowledge that stays. When people change roles or leave, what they knew stays with the company — not in their notebook.
Speaks your language. Learns your glossary, products and acronyms, and respects who is allowed to see what.
Your call with Northwind
Sample coaching card
You talked64%
Discovery questions asked4 of 9
Decision clarityNext step agreed, no date
WHAT WENT WELL
You tied the rollout plan to the CFO's Q1 target.
TRY NEXT TIME
Ask who else signs off before quoting price. Your top-closing peers do this on 8 of 10 calls.
COACHING

Managers can sit in on a fraction of calls. Enterprise Assistant learns from all of them, then gives each person specific, private coaching — and gives leaders the patterns behind what wins.

For every rep
After each call: talk balance, questions asked, next steps, and one thing to try next time.
For managers
Coach with evidence: each rep's trends, the call moments that matter, faster ramp for new hires.
For leaders
What top performers do differently, and why deals are won or lost — across the whole team.
For every meeting
An effectiveness score: clear decisions, owners, balanced participation and no open loops.
PRIVACY AND SECURITY

An assistant that remembers everything must be trusted with everything. Your meetings, inboxes and deals are your most sensitive data. Enterprise Assistant is built for healthcare, financial services, legal and public-sector teams that cannot hand them to a third party.

Deploy where you choose

Codvo-managed cloud, your private cloud or VPC, on-premise, or air-gapped.

Your keys, your data

Bring your own LLM keys. You own every recording, transcript and summary; no third-party access.

Governed from day one

SSO/SAML, role-based access, full audit logs and retention you set from 7 to 365 days.

Sensitive data redacted

Credentials and personal data are detected and redacted from transcripts and summaries automatically.

Memory that respects access

People only find what they are allowed to see. Coaching is private to each person unless they share it.

You approve first

Every outbound message and CRM change waits in one queue. Every insight links to its source.

AES-256 at rest · TLS 1.3 in transitGDPR compliantHIPAA BAA availableISO 27001 alignedSOC 2 Type II in progress
CAPABILITIES

Every capability draws on the same organisational memory of your meetings, inbox, calendar and CRM — so each one knows what the others know.

01
BEFORE
Pre-Meeting Brief

A one-page brief before every meeting: past conversations, open items, stakeholders and deal stage.

02
BEFORE
Smart Inbox Triage

Ranks inbound email by deal priority and drafts replies, with yesterday's recaps already written.

03
BEFORE
Social Selling Assistant

Surfaces LinkedIn replies with the account's deal history and suggests your next message.

04
DURING
Meeting Capture & Action Tracking

Joins Teams, Zoom, Meet or Webex and logs every decision and commitment with an owner and due date.

05
DURING
Forecast Evidence

Links each committed deal to what the customer said on recent calls and flags gaps before the call.

06
AFTER
Auto Follow-Up

Sends the recap and assigns tasks the moment a call ends — you approve in one click.

07
AFTER
CRM Auto-Sync & Deal Risk Alerts

Writes next steps and stage changes into HubSpot or Salesforce, and flags deals showing risk.

08
AFTER
Lead Finder & Outreach Drafts

Finds ICP-matched contacts, researches each one and drafts personalised outreach for approval.

09
AFTER
Executive Roll-Up

Drafts the weekly forecast narrative and week-in-review from every meeting and deal.

10
ALWAYS ON
Company Memory & Knowledge Graph

Links people, accounts, decisions, projects, emails and CRM records; ask anything and get answers with sources.

11
ALWAYS ON
Coaching Insights

Private coaching for every rep after each call, and win-loss patterns for managers and leaders.

12
ALWAYS ON
Meeting Effectiveness Score

Scores every meeting on clear decisions, owners, balanced participation and open loops.

HOW IT WORKS

01
IT admin · about half a day
Connect your systems

Deploy in your cloud or on-prem and switch on SSO. Connect calendars, meeting platforms, email, HubSpot or Salesforce, and Teams or Slack. Load deal stages, your ICP and the risk signals to watch.

02
Each user · about 15 minutes
Make it yours

Choose which meetings Enterprise Assistant joins, when your Morning Brief arrives, how approvals work and who receives your weekly roll-up. Optionally connect LinkedIn.

03
Every day · review and approve
Start the day with a brief

Read your Morning Brief, clear the approval queue twice a day, and let Enterprise Assistant handle the rest. Nothing is sent and no CRM field changes without your OK.

WHAT IT ADDS UP TO

Move the sliders to match your team. Estimates use 46 working weeks and a $50 loaded hourly cost.

1,600
hours back a year
$29.4M
of capacity returned

Microsoft TeamsZoomGoogle MeetWebexOutlookGmailGoogle CalendarHubSpotSalesforceSlackJiraAzure DevOpsLinkedIn

No. Notetakers stop at the transcript. Enterprise Assistant works across your whole day — preparing you before meetings, capturing decisions during them, and doing the follow-up, CRM updates and reporting afterwards.

A 30-minute walkthrough on your own meetings, in your own environment.