Sonzai

Sonzai sells a "Sales Copilot" product that places a company-trained AI assistant in the messaging channels sales representatives already use, including WhatsApp, Messenger, and the web. The copilot qualifies customers, identifies missing information, prepares follow-ups and proposals, applies company policy, and updates connected business systems such as CRM. Guidance is grounded in company knowledge that the customer approves — product guides, policies, inventory, and senior playbooks — with explicit owners, revision identifiers, effective dates, and citations to source passages.

The product is organized around a four-step operating model: approving company knowledge; performing sales work such as qualification and next-action preparation; executing in systems after confirmation (sending messages, updating CRM, preparing proposals, scheduling next steps); and a human review queue through which successful practices become shared company guidance. Controls include approval scaled by consequence (drafts move freely, while sends, CRM writes, and regulated actions require the appropriate human), explicit chat identity, CRM ownership, roles and tenant boundaries, and idempotent execution with provider receipts intended to prevent duplicate work and false success claims. Reporting separates observed outcomes (identity events, provider receipts, CRM receipts) from estimates, discloses the formula behind time-savings figures, attributes revenue only where a recorded outcome or CRM source supports it, and can produce a redacted, expiring, revocable report for management.

Sonzai packages the product for relationship-led selling with pre-built solution packs for real estate (properties, viewings, proposals, reservations), life insurance (needs analysis, products, applications, policies), and general B2B sales (qualification, opportunities, proposals, follow-up). A separate Developer Platform offering exposes the underlying agent platform, including SDKs, MCP, memory, personality, model selection, arbitrary workflows, and runtime configuration.

Business model

Sonzai operates a self-serve, usage-based software business alongside an enterprise track. Each new company workspace begins with $10 of real usage credit with no trial countdown; teams then continue on self-serve recurring credits. Usage is funded by workspace credits and, if credits reach zero, configuration, knowledge, releases, and prior work remain accessible while only new billable operations pause. An enterprise rollout option adds procurement support, SSO, postpaid limits, an SLA, managed onboarding, and dedicated or customer-hosted deployment.

Usage-backed billing funded by prepaid workspace credits, with self-serve recurring credit purchases after an included $10 workspace grant, and a separately negotiated enterprise rollout with postpaid limits and SLA.