AngelHQ.ai
Everything in One Place
The sidebar organizes all seven core capabilities — from CRM to call analysis to pipeline forecasting — so you never leave the app to find what you need.
Ask, Don't Search
Type a question in plain English. Your Angel finds the data, builds the table, writes the email, or generates the script — instantly.
Your Data, Your Truth
Every answer is grounded in verified company data — real orders, real accounts, real call transcripts. No hallucinations, no guesswork.
| SKU | Product | Qty | Unit | Total |
|---|---|---|---|---|
| SKU-2847 | Product A — Standard | 24 | $18.50 | $444.00 |
| SKU-1053 | Product B — Premium | 12 | $32.00 | $384.00 |
| SKU-4471 | Product C — Variety | 36 | $12.75 | $459.00 |
| SKU-0892 | Product D — Limited | 6 | $45.00 | $270.00 |
| Order Total | $1,557.00 |
| Account | Last Order | Days | Trend | Revenue Risk |
|---|---|---|---|---|
| Metro Retail — Phoenix | Feb 10 | 38 | ↓ Declining | $4,850/mo |
| Coastal Supply Co. | Feb 5 | 43 | ↓ Declining | $3,200/mo |
| Lakeside Market | Feb 14 | 34 | → Flat | $2,100/mo |
| Summit Trading — Denver | Feb 16 | 32 | ↑ Growing | $5,400/mo |
Subject: Quick Check-In + New Product Launch Next Week
Great talking with you earlier. Wanted to follow up on a couple of things we discussed:
1. Restock: Based on your last order, it looks like you may be running low on Product A (SKU-2847) and Product C (SKU-4471). Happy to get a restock order going whenever you're ready.
2. New Launch: We have Product E dropping next week — early orders are getting priority fulfillment and promotional pricing. Given your store's customer base, I think this one would move well for you.
3. Product B Promo: We're running a limited promotion on Product B (SKU-1053) this month. Since you've carried it before, wanted to make sure you had a chance to stock up at the lower price.
Let me know if you'd like me to put together an order, or if you want samples of Product E first.
Best,
Sarah M.
Performance Metrics
Daily Targets
Calls by Lead Status
Call Status
Sales
Activity Timeline
Top Companies — Today
Deal Pipeline
| Stage | Count | Value | Avg Age | Conversion |
|---|---|---|---|---|
| Nurture | 85 | $212,500 | 45d | — |
| Samples Sent | 18 | $45,000 | 12d | 21.2% |
| Samples Received | 14 | $35,000 | 8d | 77.8% |
| In Discussion | 11 | $27,500 | 5d | 78.6% |
| Waiting on Decision | 5 | $12,500 | 3d | 45.5% |
| Order Placed | 4 | $10,000 | 1d | 80.0% |
| Shipped | 12 | $30,000 | — | 100% |
AI Email Draft — Ready to Send
Subject: Checking In — New Product Available
I wanted to reach out since it's been a while since your last order. We have a new product line launching this month that I think would be a great fit for your store.
Would you have a few minutes this week to chat? I can walk you through the details and send over some samples if you're interested.
Best,
Sarah M.
Script & Objection Notes
"Hi [Name], it's Sarah. Just wanted to check in — it's been a few weeks since your last order and I wanted to make sure you're all set on inventory before the weekend rush."
"I totally understand. A lot of accounts have been seeing strong movement on Product C — would it help if I reviewed your sell-through data and suggested a smaller, targeted restock?"
At-Risk Follow-Up Queue
Cold Calls
AI-guided scripts tailored to each prospect. Instant email generation after every call. Real-time coaching and talk track suggestions.
- Dynamic scripts per account type
- One-click follow-up email after call
- Live objection handling prompts
- Automatic call logging and notes
Warm Leads
Track every sample sent. Handle objections with data-backed responses. Keep your pipeline moving with automated follow-ups.
- Sample tracking and follow-up reminders
- Objection handling with real data
- Pipeline stage auto-updates
- Personalized nurture sequences
Customer Retention
At-risk alerts before customers churn. Reorder predictions based on purchase history. Upsell recommendations powered by buying patterns.
- At-risk alerts with revenue impact
- Reorder prediction and timing
- Upsell and cross-sell recommendations
- Win-back playbooks for lapsed accounts
Live Call Analysis
Real-time transcription and analysis during calls. Get coaching prompts, sentiment tracking, and automatic follow-up suggestions as you speak.
Auto Email Generation
AI-drafted emails based on call transcripts, account history, and product context. Follow-ups, prospecting, and responses — all one click away.
At-Risk Account Alerts
Proactive notifications when accounts slip past their ordering cadence. Revenue-at-risk calculations and recommended win-back strategies.
Script Optimization Engine
Scripts that evolve based on what works. Analyze call outcomes to refine openers, objection handlers, and closing techniques automatically.
Daily KPI Dashboard
Real-time metrics for every rep — calls, connections, talk time, sales, pipeline progression. Targets and actuals side by side, updated live.
Management Reporting
Aggregated views across teams and regions. Identify top performers, struggling reps, and pipeline bottlenecks without manual data pulls.
Product Launch Campaign Builder
Coordinate new product rollouts with targeted account lists, pre-written talk tracks, email sequences, and sample distribution plans.
Instant Content Updates
When products, pricing, or promotions change, every Angel updates instantly. No retraining. No PDFs. Your team is always selling with the latest information.
Higher New Customer Conversion
AI-guided cold call scripts, automatic follow-up emails, and sample tracking turn more prospects into paying customers — faster.
Higher Reorder & Retention Rates
At-risk alerts catch slipping accounts before they churn. Reorder predictions and proactive outreach keep customers ordering on schedule.
Successful Upselling
Your Angel knows what each account buys, what they haven't tried, and what similar accounts are ordering — making upsell recommendations natural and data-driven.
Effective New Product Launches
Coordinate launches across your entire team with targeted account lists, talk tracks, and sample plans — generated and distributed by AI.
Less Time Analyzing, More Time Selling
No more spreadsheet digging. No more hunting through emails. Your Angel surfaces the insight — you make the call.
Ask, Don't Search
Every question has an answer. Every answer has a source. Your team stops searching and starts asking — and gets back to selling in seconds.
Connect Data
Link your CRM, order system, product catalog, and call platform. AngelHQ ingests and indexes everything securely.
Configure Playbook
Define your sales process, scripts, email templates, and KPI targets. Your Angel learns your company's way of selling.
Start Calling & Asking
Reps open the app and start asking questions. The Angel handles data retrieval, email drafts, scripts, and pipeline updates.
Review & Optimize
Management reviews dashboards and AI recommendations. Scripts evolve based on outcomes. The system gets smarter every day.
Give your team their Angel.
Ask anything. Get answers. Sell more.