Can Atlas change my data without asking?

No. Atlas prepares every change as a card, and nothing changes until you press Confirm. That includes bulk updates of up to 200 records.

What can I ask Atlas?

Anything about your records: which deals need attention, what happened with a customer, who owns an account. It answers from your own data and links every record it mentions.

Which AI model does Atlas use?

Anthropic's Claude, through Amazon Bedrock. AWS does not use Bedrock prompts to train models.

Does Atlas learn from my email?

Only if you opt in. Learning your writing style from sent mail is off until you turn it on.

Is there a limit on Atlas usage?

Yes. Each person has a daily limit on Atlas usage, and it resets every day.

Atlas: The AI Assistant Inside Your CRM

Atlas is the AI built into Heed. It answers from your records, drafts emails in your voice and proposes changes as cards. Nothing changes until you confirm.

Join the Waitlist Log In

Ask About Your Pipeline

Atlas sits at the bottom of every page in Heed. Ask which deals are stuck, what happened with a customer last month or who owns an account. It looks up your records and answers with links, so you can check its work in one click.

Press ⌘J on any page
Answers come from your own companies, deals and activities
Every record it mentions is a link

Which deals over $20k have no meeting booked in the next two weeks?

Three open deals, worth $151,400 together:

Halcyon Pilot ($48,000, Proposal). Last touch was Marco's redlines on Oct 6.
Orbit Freight Rollout ($62,000, Procurement). Past its close date of Oct 31.
Copperleaf Annual ($41,400, Evaluation). Only one contact, Jordan Lee.

Want me to draft a check-in for each owner?

Ask Atlas about your pipeline, or tell it what to log...⌘J

Ask in plain words. Atlas answers from your records and links everything it mentions.

It Proposes, You Confirm

Ask Atlas to create a deal, update a contact, add a task, log a call or leave a comment. It prepares the change as a card. Nothing changes until you press Confirm. That holds for bulk updates too: up to 200 records in one card, every one listed before you approve.

Sam is leaving. Move his open Mid Market deals to Aisha.

Prepared a bulk update

Reassign 14 deals to Aisha KhanOwnerSam Ortiz→Aisha Khan

Records (14)

Halcyon Pilot
Orbit Freight Rollout
Copperleaf Annual
and 11 more

ConfirmCancel

A proposal, not a change. Nothing is written until you press Confirm.

A Brief Before the Call, Notes After It

Company and deal pages carry an Atlas Brief: where things stand, the risks and the next steps, with the activities behind them. After the call, paste your rough notes and Atlas fills in the activity. Or use Wrap Up on My Day to get notes, next steps and a follow-up in one go.

Atlas Brief on a deal page marking the deal Off Track, with risks, next steps and the evidence it used — Atlas Brief on a deal page: health, risks and next steps, with the activities it is based on.

It Knows Your Company

Guided setup reads your website and drafts what you sell and who you sell to. Admins edit it and reps suggest changes. Atlas uses it to judge prospects, draft emails in your voice and prep bookings. It runs on Anthropic's Claude through Amazon Bedrock, and AWS does not use Bedrock prompts to train models. More on our security page.

How You Sell1 Suggestion

Sales Cycle30 to 60 days. Discovery, demo, security review, pilot, order form.

Priya Shahsuggested an edit to Common Objections“We already have dashboards in the data warehouse.” Answer: ours are built for the sales team, no SQL needed.ApproveDismiss

Admins own the company profile. Reps suggest edits from what they hear on calls.

How It Connects

Questions People Ask

Can Atlas change my data without asking?: No. Atlas prepares every change as a card, and nothing changes until you press Confirm. That includes bulk updates of up to 200 records.
What can I ask Atlas?: Anything about your records: which deals need attention, what happened with a customer, who owns an account. It answers from your own data and links every record it mentions.
Which AI model does Atlas use?: Anthropic's Claude, through Amazon Bedrock. AWS does not use Bedrock prompts to train models.
How does Atlas know about my company?: Guided setup reads your website and drafts what you sell and who you sell to. Admins edit it, and reps can suggest changes.
Does Atlas learn from my email?: Only if you opt in. Learning your writing style from sent mail is off until you turn it on.
Is there a limit on Atlas usage?: Yes. Each person has a daily limit on Atlas usage, and it resets every day.

See Which Deals Need You This Week

Join the waitlist and we’ll email you when your workspace is ready.

Join the Waitlist Log In