Taizen documentation
AI agents that run your deal admin, coach your reps, and interview the buyers you lost.
Taizen deploys AI agents into your revenue org. They trigger on things that happen — a call ends, a deal is marked lost, a competitor changes their pricing page — hold your CRM records and call history as context, and deliver the result into Slack, your CRM, or a rep's inbox.
Nobody has to open a chat window for the work to get done.
The three products
Agents
A trigger, a workflow, and a delivery destination. Runs on a schedule, after a call, or on demand.
AI Roleplay
Live voice practice against a buyer built from your CRM and call history, scored against your rubric.
Win/Loss Interviews
Voice AI interviews the buyer who chose someone else, the rep who lost, and sellers who carried a competitor's product.
All three feed the same place. A buyer interview becomes a battlecard update, a roleplay drill built from that buyer's real objections, and a coaching note for the rep who lost the deal.
Start here
Quickstart
Connect a call source and your CRM, then ship your first agent. About 15 minutes.
Core concepts
Workspace, agent, run, skill, scorecard, document store — the vocabulary the product uses.
Integrations
Connect Salesforce, Gong, Slack, Genesys Cloud and 90+ more.
Developers
Reach your workspace from Claude Code, Claude Desktop, or Cursor over MCP.
How the pieces fit
Everything in Taizen reads from the same layer: your calls, your CRM records, your documents, and your interviews. That is what makes an agent's output specific to your deals rather than generic.
- Connect your sources. A call source (Gong, Fireflies, Genesys Cloud) and a CRM (Salesforce, HubSpot). Calls arrive with transcripts; deals arrive with fields and stages.
- Agents act on them. After a call ends, on a schedule, or when something changes upstream.
- Scoring turns calls into numbers. One rubric across practice roleplays and real calls, with every rating citing the moment in the transcript it came from.
- Training closes the loop. Plans escalate from a friendly buyer to a hostile one, with a passing score required before the next stage unlocks.