How it works

From what was said to what is known.

Sachiv is not in the way of your conversations. Transcripts reach your CRM on their own, through a pass that already exists. Sachiv reads everything back, works out what it meant, and writes the part no integration can: typed facts, proof, and an honest answer to whether the work is finished.

Notetaker — yours already

  • Fireflies
  • Granola
  • Plaudnext

Fireflies

Bot, silent desktop, mobile. Phone calls, WhatsApp, conference corridors, site visits.

Granola

Notes, natively, for whoever will not switch.

Client mail

Forwarded to your Sachiv address, attachments and all.

goes straight to Sachiv

CRM — where your team already works

  • Attio
  • Closenext

Attio

  • People, companies, deals
  • Notes and timeline
  • Facts, written by Sachiv
  • Needs-review list

Nobody on your team leaves this screen.

Sachiv — the qualifier

  • The part that thinks
  1. 01

    Reconcile

    Every capture is on a record or in the queue. There is no third state where something quietly vanished.

  2. 02

    Resolve

    The doorman places what metadata cannot: hallway audio, a nickname, one call covering three accounts.

  3. 03

    Extract

    Typed facts against your ontology. Constraints, commitments, preferences, each carrying the quote it came from.

  4. 04

    Gate

    Coverage with the gaps named, and an alarm the moment agreed terms are reopened.

  5. 05

    Render

    Documents from the live record, internal lines stripped from the copy that leaves the building.

Your SaaS — onward

  • Webhooks
  • Read API

Your own systems

Typed facts and lifecycle signals pushed into the software your business actually runs on.

The walkthrough

Nine stages, start to finish.

Two of these belong to tools you already own. The other seven are the product.

01

Capture, on every channel, unchanged

Bots on video calls, a silent desktop recorder for the ones where a bot would be rude, mobile for in-person, hardware recorders for the field. Phone calls, WhatsApp, conference corridors. This layer already exists and Sachiv does not touch it.

The messy channels are exactly where relationship-business alpha lives, and they are the ones no AI-CRM covers.

Your existing tools
02

Transport happens without us

The native pass moves a transcript onto the person it can match by attendee email, and cascades to their company by domain. It is free, it already works, and building our own version of it would be vanity.

Auto-creation stays switched off, deliberately. A CRM that invents records from every stray email address rots within a quarter. New counterparties enter through a reviewed proposal instead.

Your existing tools
03

Reconcile — nothing is allowed to vanish

Sachiv asks the capture layer what exists and asks the record what landed. The difference is the work list. A conversation is either matched to a record or sitting in the queue; there is no third state where something quietly disappeared.

The system counts rather than waiting to be told. Counting proves completeness. Being told only proves it if you already trust that every message arrived, which is the thing you wanted proven.

Sachiv
04

Resolve — the doorman

For everything metadata could not place: an in-person recording with no attendees, a reference to "the battery guys", one call covering three accounts, a counterparty who has never appeared before. Candidates come from the registry by name, domain, alias and semantic similarity, then a model adjudicates with the relevant span of conversation for each candidate.

Three outcomes: file it, propose it as a new client, or send it to a review lane inside the CRM with the two or three quotes that drove the call. A human resolves it with a dropdown, and that answer becomes a label the system learns from.

Sachiv
05

Extract — typed facts, every one quoted

Not a summary. Facts, classified against an ontology built for your business: contractual constraints, requirement metrics, commitments made by each side, preferences, risk flags, evidence of milestones. Alongside the general classes sit the structured keys your industry actually turns on.

Every fact carries the sentence it came from and a link to the moment it was said. A fact without a quote is not written. That rule is what makes the record defensible rather than merely convenient.

Sachiv
06

Supersede — when the answer changes

A new fact collides with an existing one on the same key. If it clearly revises it, the old version is superseded and kept in history. If it is genuinely ambiguous, both are marked disputed and queued for a human rather than silently overwritten.

The alternative — last write wins — is how systems quietly start lying to the people who trust them.

Sachiv
07

Gate — done-ness as evidence, not opinion

Onboarding complete, close complete: expressed as rules over the accumulated facts. An intro interaction exists, at least one contractual constraint captured, the reference document received, terms shared, the agreement attested. Continuously re-evaluated as the facts move.

Output is a stage, a coverage percentage, and the missing items by name. Plus three signals: complete, stalled, and reopened. The third one — a new statement contradicting something already satisfied — is the one that pays for the system by itself.

Sachiv
08

Render — documents from the live record

A counterparty one-pager, a risk summary, whatever your business sends. Generated from the current fact set with every line cited, emailed, and attached back onto the record.

Facts are marked internal or external, and the external copy provably contains none of the former. If someone later edits a fact the document was built on, the document flags that its basis changed.

Sachiv
09

Push onward — the junction box

Everything qualified passes through one place, so it can also leave. Per-tenant webhooks and a small read API carry typed facts, coverage changes and lifecycle signals into your own product, mapped to the fields it actually needs.

This is what makes onboarding invisible. An account provisions itself out of what was said on the calls, so the client never meets a form, and a genuinely complex B2B setup completes without anyone being asked to do data entry.

Sachiv

Where truth sits

You keep your data. All of it.

Sachiv is deliberately the smallest piece of this system. If it went away tomorrow, your recordings, your records and your mail would all still be exactly where they are.

Capture truth

Audio and canonical transcripts stay in your capture workspace. Sachiv never becomes the place your recordings live.

Record truth

People, companies, interactions, facts and coverage live in your CRM. You own your record, in tools that outlive the engagement.

Mail truth

Forwarded client mail stays in the mailbox it was sent to, durable and searchable. Sachiv keeps what it derived, not a second copy of your inbox.

Pipeline truth

Only configuration, cursors and an append-only receipts log sit with Sachiv. Small enough to walk away from, complete enough to audit.

Roadmap

What is being built, and what waits.

Every vendor added charges twice: once in money and once as another party in the data path. So the list below is short on purpose, and nothing in the second half gets built until the thing that would justify it actually happens.

The first cut

Building now

Nine capabilities, each with an acceptance criterion that can be failed. Evaluation comes before interface throughout.

  • Ingest, all three sources. Bounded reads against a cursor, with full-history backfill as a separate one-off. Acceptance: across a 48-hour window every capture is either on a record or in the queue.
  • Multi-tenant from line one. Isolation of credentials, cursors, ontology and receipts. No single-tenant path exists in the codebase, only tenant-specific configuration.
  • Resolution and the review lane. Registry candidates, model adjudication, three-way routing, and resolutions round-tripping from the CRM back into the system as training labels.
  • Evaluation before interface. Hand-labelled conversations measured against launch thresholds before anything ships. Thresholds get set from the report, not from taste.
  • Typed extraction with supersession. The facts object populated with mandatory quotes and source links, and revision behaviour demonstrated on a real change of terms.
  • Gates, coverage and signals. At least two lifecycle models as evidence rules, live coverage attributes, and digests firing. Acceptance: zero false completions.
  • Document rendering with redaction. Live record to PDF, attached back, snapshotted, with the internal-external boundary enforced rather than trusted.
  • Removal that actually cascades. Unfile, redact a span, purge. Derived facts retire, documents flag a changed basis, and a tombstone remains so counts never silently lie.
  • The control plane. A thin console for tenants, credentials, your own model key, and the forwarding address. Acceptance: a new tenant goes from zero to receiving mail without anyone touching a database.

Near-instant signals

When someone needs to know within minutes

Push gets added beside the reconciliation loop as an accelerator, never as a replacement. The count remains the guarantee.

In-CRM surfaces

When the review list starts to chafe

A record-page widget for the coverage meter and facts panel, with accept and re-file as record actions.

A second CRM substrate

When a client already lives somewhere else

The driver seam is defined now and the second implementation written only when a real client requires it. Email arrives with content there, so the mailbox mostly goes away, and identity resolution works harder.

More channels

When a client asks, and not before

Chat platforms, SMS, and the messaging apps where deal flow actually lives. Built the afternoon somebody needs one.

Full-mailbox sync

When forwarding is refused

A managed provider takes on the verification burden. Until then, forwarding wins on cost, simplicity and compliance surface.

The conversational console

When tuning becomes the bottleneck

Describe qualification criteria in prose, edit schemas and behaviours by conversation, and register your own downstream webhooks. Forms first, because the forms define the schema the conversation will write into.

Cross-account intelligence

When volume is real and consent is written

What are counterparties in this market consistently asking for? In opaque, siloed industries, the aggregate is worth more than any single dossier.

Need this for your business?

Onboarding, as a by-product of talking. Installed on the tools your team already pays for, tuned to the constraints your business actually runs on, and wired into the product your clients think they onboarded themselves into.

Book a calladi@sachiv.ai