Live Salesforce pipeline
Browser login — same SSO you use today. SOQL, open opps, account context synced to search. Never hallucinate ACV or stage.
Built for Elastic field sales
MEDDPIC-native
Claude Desktop agent
Your pipeline's AI Chief of Staff — not another generic chatbot
Live Salesforce truth, Elasticsearch account memory, and persona coaching for every AE, AVP, SDR, SA, and CA. One double-click install. No API keys in chat. No vendor lock-in.
Try asking Claude after install
Produce my AVP morning brief — territory pulse, MEDDPIC gaps, and rep handoffs
5Sales personas built in
1‑clickmacOS + Windows install
0SF API keys in Claude UI
100%Your stack, your data
Purpose-built for revenue teams
Generic AI platforms answer anything. DCOS answers the questions that win deals.
Elasticsearch account memory
Notes, signals, activities, and opportunities indexed on your cluster. Briefs get smarter every call.
MEDDPIC coaching
Scorecards, discovery questions, and talk tracks grounded in methodology — not generic “sales tips.”
External intelligence
Jina web research for news, earnings, and competitive signals — woven into account prep automatically.
Persona subagents
AVP rollups, AE deal coach, SDR prospecting, SA technical briefs, CA expansion — each with the right lens.
Field-first deployment
Native Elasticsearch on the laptop or Elastic Cloud. DMG, Setup.exe, Claude extension — no Kubernetes required.
One agent, every role on the team
Install once, pick your persona — briefs and coaching adapt to how you sell.
Area VP · Territory pulse
Leadership briefs that drive action
Roll up MEDDPIC health across your patch, surface 🔴 deals, and end with one high-impact action per rep.
- Account heat map by weakest MEDDPIC letter
- 3 talking points for your next leadership meeting
- Coaching themes — not another dashboard
Account Executive · Deal coach
Walk into every call prepared
Scorecard, talk track, and next action from live CRM + indexed history — junior AE outcomes, senior AE polish.
- MEDDPIC gap analysis per opportunity
- Discovery questions tied to stage
- Competitive positioning from your watchlist
SDR · Prospecting intelligence
Outbound with trigger events
Rank accounts by signal strength, draft personalized hooks, pre-qualify I, M, C — without claiming EB access.
Solution Architect · Technical brief
Win technical evals
Decision criteria matrix, PoC plans, architecture talking points, and blocker resolution for eval-stage deals.
Customer Architect · Expansion
Grow and protect customers
Health signals, expansion plays, advocacy opportunities — grounded in customer status and usage context.
DCOS vs. generic AI platforms
When the job is win Elastic deals, purpose beats platform.
| Capability | Digital Chief of Staff | Generic AI platform |
|---|---|---|
| Salesforce / CRM | Native — live SOQL, browser login, sync | Generic connector (#100 of 100+) |
| Deal methodology | MEDDPIC + persona agents built in | Configure your own prompts |
| Account memory | Elasticsearch — your indices, your rules | Vendor RAG black box |
| Time to first sales brief | Same day — installer + Claude | Weeks of platform tuning |
| Ownership | Open source, field releases, no seat tax | Vendor subscription + lock-in |
Learn how it works
Install guides, system design, and answers to common field questions.
Install in minutes
Elasticsearch, Claude extension, role setup, and Salesforce login — one workflow.
Checking latest release…
Four steps to your first brief
01
Download & install
Double-click the installer — ES, indices, and Claude extension configured automatically.
02
Pick your role
AE, AVP, SA, SDR, or CA — plus the accounts on your watchlist.
03
Login to Salesforce
Browser SSO — no tokens pasted into AI settings.
04
Ask Claude
“Produce my morning brief” — grounded in CRM, not guesswork.
Want it running on a schedule? Set up the always-on account agent →