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Atlas - Overview
Patrick Monnot avatar
Written by Patrick Monnot
Updated over a week ago

What is the Atlas?

The average day for a salesperson is overwhelming. With so many tools & apps to jump between, you’re spending more time on tab hopping & admin than on actual selling. How do you move forward with so many priorities?

Atlas gives you control. Through your Atlas, you can access the key spaces to perform your best work in the day-to-day and you also get help to navigate priorities.

By installing the Chrome Extension, Atlas will be there every time you open a new tab.

What can Atlas do for you?

Atlas is your gateway to each part of the application, from the 3 main spaces (Prioritize, Organize, Develop), to your sales toolbelt (like our AI Coach), to other areas of platform like Pipeline or Notes. Everything is only 1 to 2 clicks away.

πŸ”Ž A sales compass

The first screen you’ll land on is broken into 3 spaces for you to get into:

  1. Prioritize - to prioritize your pipeline and know which deals to focus on.

  2. Organize - to access alerts, reminders, and automations to tackle your admin work.

  3. Develop - to improve as a seller and outperform your competition.

πŸ’¬ Your AI Coach

By clicking on the chat button (in the bottom-right apps button), you can start a conversation with your AI Coach. Here you can ask a wide range of sales questions: data about your pipeline, synthesize information from your notes/emails, and receive personalized recommendations.

πŸ€– Access your sales toolbelt

By clicking on the bottom-right button, you can access Pod Apps . Here you can access your suite of tools from anywhere in your application: your AI Coach, task manager, email generator, and Knowledge Center.

When does Atlas help?

Atlas is your daily companion. Just open a new tab:

  • When you start your day - to tackle urgent tasks.

  • When you kick off the week - to prioritize important deals.

  • Before a meeting - to prep for a meeting and do some research.

  • After a meeting - to debrief and send follow-ups.

  • During the pipeline review with your manager

  • And much more...


πŸ’‘ Need help? Send us a message via the in-app chat or email us at [email protected].

🀝 Want to talk to someone? Book a session with one of our specialists!

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