FAQs
Platform Overview
What makes Captivate different from other AI platforms?
Captivate is AI-native, not CRM-retrofit. Our vendor-neutral, micro-services architecture connects any CRM, chat, or AI model. You can deploy Salespilot out-of-the-box, or build your own governed AI applications on the Captivate platform.
How is Captivate different from a CRM?
CRMs record what happened. Captivate helps make it happen.
Salespilot delivers call briefs, live prompts, and automatic write-backs — turning meetings into structured data and insights while freeing reps to sell.
AI and Technology
What kind of AI does Captivate use?
Captivate combines retrieval-augmented generation (RAG) with trusted LLMs such as OpenAI, Anthropic, and Gemini. Your proprietary content is indexed in MongoDB Atlas and never leaves your environment. Each response is grounded in your verified data.
Is my data used to train public models?
No. Your data remains private. Captivate runs in a closed, tenant-isolated ecosystem with encryption and strict access controls. Nothing you upload trains external models.
Can Captivate guide sellers in real time?
Yes. Salespilot listens and responds during calls — surfacing pricing, objection responses, or next-step prompts while the conversation unfolds.
How accurate are Captivate’s AI suggestions?
Very. Guidance is generated from your own knowledge base and live context, then refined through feedback loops that improve over time.
What does “AI-first” mean at Captivate?
AI isn’t an add-on — it’s built into the workflow. From Salespilot’s live sales support to the Captivate infrastructure’s enterprise routing and governance, intelligence drives every process end-to-end.
Features and Capabilities
How can Captivate improve sales performance?
Salespilot typically saves over two hours per rep daily. Teams see up to 4× higher win rates and 40 % faster cycles by automating prep, admin, and follow-ups.
What can Captivate automate?
Everything from pre-meeting research and call briefs to post-meeting summaries, CRM updates, and next-step emails. All securely logged and auditable.
How does Captivate help managers and leaders?
Salespilot provides live visibility into activity, risk, and performance across the Captivate platform. Managers can see which prompts convert, where deals stall, and where to focus coaching.
Can Captivate solutions fit our process?
Yes. Captivate’s modular design adapts to your workflows and data stack. Deploy ready-made or tailor every component — from routing rules to reporting — around your systems.
Salespilot AI Sales Assistant
What's the difference between an AI sales assistant and sales engagement tools?
Sales Engagement tools schedule tasks and track activity. Salespilot, as an AI sales assistant, goes further — guiding reps with real-time intelligence in the moment, shaping behaviour and outcomes, not just recording them.
Why does an AI sales assistant need its own category?
Unlike tools that react after the fact, an AI sales assistant like Salespilot works alongside reps in the moment — listening, prompting, and adapting in real time. This live intelligence capability represents a fundamentally new category of selling support.
Why do reps need an AI sales assistant like Salespilot?
AI now embeds directly into seller workflows. Instead of analysing calls after the fact, Salespilot supports reps live — transforming selling from manual and reactive to guided, predictive, and automated.
What kind of signals can Salespilot reveal?
Budget freezes, new competitor activity, shifting buyer themes, or emerging product interests — all detected early through cross-network analytics.
Captivate AI Orchestration Layer
What is the Captivate orchestration layer?
The Captivate orchestration layer is Captivate’s enterprise AI control plane — the vendor-neutral, control system that connects, governs, and routes every AI agent, knowledge base, and workflow across your business and partners.
Why do enterprises need the Captivate orchestration layer?
AI grows fast, then fractures. The Captivate orchestration layer unifies duplicated bots and shadow tools under one governed platform with real-time visibility and compliance.
What are the main features of the Captivate orchestration layer?
1 Router – context-aware routing to the best model, agent, or human.
2 Governance – automatic RBAC, audit trails, and policy checks.
3 Lifecycle Management – versioning, tagging, and approvals for AI assets.
4 Collaboration Hub – secure sharing across departments and partners.
5 Live Insights – dashboards for usage, cost, latency, and compliance.
Can the Captivate orchestration layer integrate with our AI stack?
Yes. It’s vendor-neutral — connecting to OpenAI, Anthropic, Gemini, Claude, private LLMs, and systems like Salesforce, Power BI, Slack, and Teams through REST APIs or SDKs.
How does the Captivate orchestration layer support compliance?
The Captivate orchestration layer enforces consent, retention, and security policies automatically. Violations trigger live alerts, giving compliance teams instant oversight.
Integration and Security
What systems does Captivate integrate with?
Salesforce, HubSpot, Power BI, Slack, MS Teams, Docebo, and any API-enabled system. Captivate’s router standardises and secures each integration.
Does Captivate replace my tools?
No. It enhances them — acting as an orchestration layer that connects and automates across your existing tech stack.
How does Captivate protect data?
Enterprise-grade encryption (at rest and in transit), SOC 2-aligned controls, JWT authentication between services, and per-tenant isolation. Secrets are managed through Vault and every action is logged for audit.
Can we control what data is shared?
Absolutely. You set access levels, retention rules, and guardrails. Vienna enforces them automatically.
Implementation and Results
How long does it take to set up with Captivate?
Most clients go live within 1–2 weeks. Captivate connects via APIs to your CRM and chat tools with minimal IT lift.
Does Captivate provide onboarding support?
Yes. Configuration, training, and continuous optimisation are delivered through our UK-led team and 24 / 5 engineering hub in the Philippines.
How often does Captivate update its platform?
Weekly. Our containerised micro-services enable zero-downtime releases so you always run the latest features.
What measurable results did Captivate Salespilot deliver?
Typical outcomes: 2+ hours saved per rep per day, 40 % shorter cycles, and 4× higher win rates — all with full visibility and compliance assurance.
Is Captivate right for us?
If you want to reduce manual work, govern AI securely, and gain real-time intelligence across sales and IT operations — Captivate Salespilot, Supportpilot, and Vienna are built for you.
Captivate Labs — Our Engineering Hub in the Philippines
What is Captivate Labs?
Captivate Labs our dedicated AI delivery hub in the Philippines, led by senior UK/EU architects. It designs, builds, and runs production AI systems for clients worldwide.
What services does Captivate provide?
Strategy & discovery, RAG and knowledge pipelines, agentic workflows, LLM ops, CRM / ERP / LMS integrations, UX and enablement, and governance frameworks.
How does Captivate work with clients?
Three models: team extension (pods that plug into your roadmap), fixed-scope sprints (two to six weeks), and managed service (we run and optimise your AI in production).
Is Captivate secure?
Yes. The PH operation follows ISO-aligned policies, code reviews, and environment hardening. All data stays within approved regions under EU / UK supervision.
Why base development in the Philippines?
It gives our clients enterprise-grade engineering at speed and scale. Follow-the-sun delivery means UK/EU leadership with PH execution for rapid iteration and 24 / 5 support.
Security and Compliance in Detail
Which frameworks does Captivate follow?
SOC 2 alignment, GDPR / ISO 27001 principles, role-based access control, encryption by default, and full auditability. The Captivate orchestration layer adds automated policy enforcement and traceability.
Where is data stored?
Client data is hosted on region-specific clouds (AWS or Azure) with optional on-prem or private-cloud deployment. All files and embeddings are encrypted and logically isolated.
Does Captivate support the EU AI Act and CSRD?
Yes. Both Athena and Vienna include transparency logs, guardrails, and data-retention controls that align with forthcoming AI and sustainability reporting requirements.
Getting Started
How do I start a pilot?
Book a short discovery call. We connect your CRM, chat, and knowledge base, then run a two-week pilot proving value before wider rollout.
Do you offer fixed-price packages?
Yes — for clearly defined scopes. For ongoing builds or orchestration management, monthly pods provide flexibility and predictable cost.