Product Overview

Every conversation holds signals your team is missing

Risks, objections, and competitive mentions happen on every call — but nobody reviews them all. Your team loses deals to signals that were there all along. Rafiki AI's 6 AI agents surface those hidden insights across the entire conversation lifecycle, so your team spots opportunities and risks before it's too late.

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How It Works

Every conversation holds revenue signals your team is missing

Connect your calendar, join your meetings, and Rafiki AI extracts the insights hidden in every deal conversation — so your team spots opportunities and risks before it's too late.

6 AI Agents

Your AI revenue team that never clocks out

Each agent handles a distinct part of the sales conversation lifecycle. Together, they give your team superhuman awareness across every deal.

Notetaking Agent

Every call analyzed. Every topic tracked. Automatically.

Records, transcribes, and breaks down every sales conversation. Identifies topics, questions, objections, and next steps — across every call, every rep, every day.

Acme // Rafiki AI Demo

April 10 3:00 PM Jim, Johnson +5

Meeting Purpose

Key Insights

Objections

Painpoints

Next Steps

Coaching Agent

Coach every rep like your best manager

Auto-scores every call and identifies coaching moments. Highlights what top performers do differently, tracks scoring criteria and process adherence, and pinpoints exactly where each rep can improve.

Acme Corp — Discovery Call

Amy Chen · Mar 6, 2026 · 34 min

82/100

MEDDIC Score

Metrics

9/10

Econ. Buyer

8/10

Decision Crit.

8/10

Decision Proc.

7/10

Identify Pain

9/10

Champion

5/10

Talk Ratio

38%Ideal

Rep 38%Prospect 62%

Questions Asked

14Above avg

8 open-ended · 6 follow-up

Coaching Insights

✓ Strong discovery — identified 3 pain points tied to business impact

! No champion identified — ask who sponsors this internally

✕ Missed next steps — no clear follow-up commitment set

Follow-Up Agent

Perfect follow-ups, zero effort

Generates personalized follow-up emails that capture key moments, commitments, and next steps from the actual conversation. Every email sounds like your rep wrote it — because it's based on what they actually said.

New Message

—

Fonda, MattCc Bcc

Materials Inc // Acme Demo Follow up

Hey Matt,

Thank you for exploring the EcoDrive 3000 with us. We're drafting a proposal covering pricing, implementation, and support, due by next Friday.

Summary:

Covered several key aspects of the EcoDrive 3000, energy efficiency, customizations
Our team will be preparing a detailed ROI analysis

Key Moments from the Call:

@4:34 : Key Aspects of EcoDrive 3000 @10:33 : Energy efficiency, customization options @23:54 : Seamless integration capabilities @28:35 : White-glove support and setup

Please suggest a time for a follow-up meeting to discuss the proposal.

Thanks,
Victor

Send ▾ A

CRM Sync Agent

Your CRM, always current

Auto-captures call data and syncs it to Salesforce, HubSpot, or your CRM of choice. Contact fields, deal updates, call notes, next steps, and methodology fields (MEDDIC, BANT, SPIN) — logged without your reps lifting a finger.

Globex

Opportunities

Sales Console

Opportunity

Globex

Account Name

Globex.com

Close Date

01/03/2024

Amount

$500,000

Identify Pain Point

rafiki Prospect struggling with inconsistent lead follow-up & fragmented sales communication.

Decision Criteria

rafiki Tool must be user friendly, scalable and should integrate seamlessly into the existing workflow.

Economic Buyer

rafiki CFO Alex Mercer focusing on clear ROI and operational efficiency.

Revenue Agent

Deal intelligence, pipeline reports, and answers — on demand

Surfaces at-risk deals, tracks buying signals, generates one-click revenue reports, and answers any pipeline question in plain English. Your single source of truth for deal health, forecasting, and revenue analytics.

Ask anything about your pipeline...

Pipeline

$2.4M

↑ 12% vs last Q

Win Rate

34%

↑ 5pts improvement

At Risk

deals need attention

Avg Deal Size

$85K

↑ 8% vs last Q

Top Deals

Acme Corp — Enterprise $420K

STRONG Stage 4 · Closes Mar 28

TechFlow Inc — Growth $280K

AT RISK Stage 3 · No activity 12 days

DataSync — SMB $150K

MODERATE Stage 2 · Champion left

Deep Dive: AI Agents

Platform Capabilities

Everything your revenue team needs in one place

From call recording to revenue forecasting — one platform, no bolt-ons, no surprises on your bill.

Conversation Recording & Transcription

Automatically records and transcribes every sales meeting — Zoom, Google Meet, Microsoft Teams, and phone calls. Multi-language support with speaker identification and topic detection built in.

Smart Call Scoring

Every meeting scored automatically against your scoring criteria — your custom scoring criteria — or built-in frameworks like MEDDIC, BANT, and SPIN. See exactly where each call excelled and where it fell short, without listening to a single recording.

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Gen AI Reports

One-click reports on rep performance, deal pipeline, topic trends, competitor mentions, and more. Ask a question in plain English — Rafiki AI builds the report. Stop building spreadsheets, start getting answers.

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Gen AI Search ("Ask Rafiki")

Search across every conversation in natural language. "Which deals mentioned a competitor this quarter?" "What objections are coming up in enterprise deals?" Answered in seconds with links to the exact moments.

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Smart Follow-Up Emails

AI-generated follow-up emails based on the actual conversation — not generic templates. Captures key discussion points, commitments, and next steps. Your reps review, click send, and move on.

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Smart CRM Sync

Automatically captures and syncs call intelligence into Salesforce, HubSpot, Zoho, or Pipedrive. Contact fields, deal updates, call notes, and next steps — logged without manual data entry.

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Integrations