New Carter, your AI Sales Manager, is available now

Give your managers their week back.

Digital Colleague takes the repetitive half of management off their plate: chasing updates, writing status reports, prepping meetings and following up. Governed AI colleagues that live in Microsoft Teams, work on a steady rhythm, and ask before anything that matters. You keep the final yes.

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  • Lives in Microsoft Teams
  • Approve or decline anything sensitive
  • Every action audited
Animated example of a chat with Carter in Microsoft Teams. On Monday at 08:30 Carter posts the weekly pipeline read: 42 of 42 open deals read, open pipeline, weighted pipeline and coverage against target. He flags three deals that have gone quiet under the 14-day no-activity rule, with the owner and a suggested next step for each. The sales leader asks him to draft a follow-up for one deal. Carter drafts the email from the rep's last call notes and shows an approval card with Approve and Decline. The leader approves; Carter sends it, logs a note in HubSpot, and records the approval in the audit trail. All names and figures are illustrative.
Illustrative example · sample data
A role, not a toolYou delegate to it. It owns the outcome.
On a rhythmDaily, weekly, monthly, without being asked.
GovernedInside your rails, humans in the loop, audited.
MeasurableEvery run on record; results tracking arriving in the pilot.
Meet your colleagues

One colleague for every kind of manager.

Seven named colleagues, one per management function. Each owns the repeat work of its role, runs its own rhythm, and moves a number agreed on day one. Carter is available today; the other six are joining next.

Portrait of Carter, the Revenue colleague
Available now

Carter Revenue · AI Sales Manager

For sales leaders and sales managers. Carter takes the repetitive half of running a sales team off your plate, including coaching every rep: a weekly check-in with each rep, deal coaching, your 1:1 prep and quarterly review drafts. He also chases updates, preps the pipeline review and forecast, briefs you before customer meetings and keeps the CRM honest. You get your hours back to lead.

Moves
  • Hours back for you, every week
  • Every rep coached weekly
  • Follow-ups same day
  • CRM complete and honest
  • Microsoft Teams
  • Outlook
  • HubSpot
  • SharePoint
Hire Carter See what he does

Joining next

Built on the same governed engine as Carter. Tell us which one you need first.

  • Portrait of ArianaComing soon

    Ariana

    Operations

    Your operating rhythm, run for you. So the business keeps moving when leaders are heads-down.

    See what she does
  • Portrait of OliviaComing soon

    Olivia

    Marketing

    Your content engine, run for you. So marketing ships, on-brand, every week.

    See what she does
  • Portrait of RohanComing soon

    Rohan

    Technology

    Your technical heavy lifting, handled. So your architects design and ship, not document.

    See what he does
  • Portrait of MarcusComing soon

    Marcus

    Finance

    Your finance team's repeat work, handled. So they close faster and decide sooner.

    See what he does
  • Portrait of SvenComing soon

    Sven

    People

    Your HR team's repeat work, handled. So they fill seats faster and keep who matters.

    See what he does
  • Portrait of YasminComing soon

    Yasmin

    Legal

    Your contract load, triaged for you. So legal moves fast and nothing slips.

    See what she does
What each colleague takes off your plate

The management tax, handled. One colleague at a time.

Pick a colleague to see the work they take over, what they own, the rhythm they run, a typical morning in Teams and the numbers they move. Carter is available today; the others are coming soon.

Portrait of Carter
Available now

Carter Revenue · AI Sales Manager

The repetitive half of running a sales team, handled, including coaching every rep. So you get hours back every week to lead.

Sales managers lose most of their week to the same work: chasing reps for updates, prepping the pipeline review and forecast, briefing for customer meetings, keeping the CRM honest, and finding time to coach every rep. Carter takes that off your plate. He checks in with each rep every week, coaches them on their deals, preps your 1:1s and drafts the quarterly reviews. He supports your reps, never polices them, and you make every call on people and performance.

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  • Microsoft Teams
  • Outlook
  • HubSpot
  • SharePoint

The management work he takes off your plate

  • Coaching every rep, every week
  • Prepping 1:1s and quarterly rep reviews
  • Chasing reps for deal updates
  • Prepping the pipeline review and forecast
  • Briefing for customer meetings, writing follow-ups
  • Keeping the CRM complete and honest

What Carter owns

  • A weekly coaching check-in with every rep
  • Deal coaching on your top deals, with next best actions
  • Your 1:1s prepped: wins, risks, coaching points
  • The pipeline review and forecast pack, on time
  • Meeting briefs before, follow-ups drafted after
  • A current CRM, checked against what reps report

The rhythm Carter runs for you and your team

Daily

Work days

Keeps the team moving and the CRM honest.

  • Team standupCollects yesterday, today and blockers from each rep in Teams; posts the summary at 08:30.
  • Quiet deal alertDeals that have newly gone quiet, by owner, with the reason and a suggested next step.
  • Meeting prep and follow-upA brief two hours before customer meetings; a drafted follow-up and CRM note after.

Weekly

Every rep

Coaches every rep and preps your pipeline review.

  • Rep coaching check-inFive written questions to each rep about their deals and blockers; a summary for you.Coming during the pilot
  • Deal coachingQualification gaps, risks and next best actions for your top five deals, with each owner.
  • Rep 1:1 prepFor each of your 1:1s: pipeline changes, wins, risks and coaching points.Coming during the pilot
  • Pipeline and CRM readCoverage against target, gaps per rep, and deals missing required fields.
  • Your 1:1 with CarterTop deals, decisions waiting on you, risks, and what he did this week.

Monthly

And fortnightly

Produces the forecast pack and the win-loss lessons.

  • Forecast call prepCommit, best case and upside by rep, confirmed with reps first.
  • Forecast accuracy readCommit against actual, root causes, updated win rate and cycle time.
  • Win/loss reviewQuestions for the deal owner when a deal closes, and the lessons, written up for the team.

Quarterly

Reviews

Drafts each rep's review, ready for your judgement.

  • Rep performance review draftPer rep: results against target, pipeline health, behaviours and coaching focus. A draft for you only; you decide, and it needs your sign-off.
  • Go-to-market refreshTargets, territories and coverage, reviewed and refreshed.

Every playbook is a switch. Turn on what you need; your admin signs it off before it runs. More in the library: quota pacing, new rep onboarding plan, renewal radar, lead response check and others.

A typical morning with Carter, in Teams

CarterRevenue · Digital Colleague
Monday
Carter08:45
Weekly coaching check-ins are in from all six reps. Here's what needs you.
Rep check-ins · this week 6 of 6 answered
Asking for your helpOmar: Al Noor pricingDeals with no next step4, owners nudgedCoaching focusNext steps on late-stage dealsYour 1:1 with Layla11:00, prep in SharePoint
Carter08:46
For Layla's 1:1: two wins, one risk (Harbor Point has gone quiet for 16 days) and one coaching point on multi-threading. Talking points are in the prep.
You08:52
Thanks. Put the Al Noor pricing question on my 1:1 with Omar too.
Carter08:53
Done. It's at the top of Thursday's prep, with the deal history and the last two pricing emails.
Illustrative example · sample data · Teams-style illustration

The numbers he moves

  • Hours backFor you, weeklyFrom chasing, prep, coaching admin and CRM upkeep
  • Coaching coverageEvery repA coaching check-in with each rep, every week
  • Follow-up turnaroundSame dayNot days after the meeting
  • CRM completenessFields currentChecked against what reps report

Every run is recorded today; results tracking for these numbers arrives during the pilot.

Where the line sits

What Carter decides, and what you decide
Carter decidesInside the rails you setYou decideCarter only recommends
What to coach each rep on this weekHow a rep's performance is judged
Which deals have gone quiet and need a nudgeWhether to discount, or walk away
How to draft the follow-up or recapWhether it gets sent
How it works

From sign-up to first value, the same day.

Self-serve setup, with a one-time approval from your Microsoft 365 admin. Carter onboards himself, like a new colleague would.

  1. Self-serve

    Sign up

    Create your company with your Microsoft work account. During the pilot, use your invitation code.

  2. Your IT admin, once

    Approve in Microsoft 365

    Your admin approves Carter for your organisation and adds him to Teams. A guided page walks them through it.

  3. Sign in and allow

    Connect HubSpot and Outlook

    Carter reads your pipelines, owners and open deals, and your calendar for customer meetings.

  4. About 15 minutes

    Carter interviews you, then starts

    Six short topics in Teams: stages, targets, team, rhythm, rules, preferences. Then your first pipeline snapshot and list of quiet deals, on real data.

Control

It stays on the rails. You keep the final yes.

The task is the easy part. Control is the hard part. Carter makes the small, repeatable decisions inside the rails you set, and recommends on the big ones. Here is exactly where the line sits.

What Carter decides, and what you decide
Carter decidesInside the rails you set You decideCarter only recommends
Which deals have gone quiet and need a nudgeWhether to discount, or walk away
How to draft the follow-up, recap or reportWhether it gets sent
What to ask reps in their check-insHow a rep's performance is judged
How to prepare the forecast packThe forecast call itself
When a deal goes stale, flag itWhether it is closed lost, with the deal owner
When a number crosses a threshold, raise itWhat to do about it

  • Approve or decline, in Teams

    Anything set to "Ask me first" arrives as a card with what, why and a preview. Approve runs exactly what you saw, once. Decline runs nothing.

  • Everything audited

    Every tool call, message, approval and setting change is recorded, so you can always see who did what, and why.

  • Works inside your Microsoft 365

    Your admin approves exactly what Carter can reach. He works in your Teams, Outlook and SharePoint, with your rules.

  • Hard walls between companies

    Each company's data is walled off at the database level and encrypted with its own key. Nothing crosses between customers.

  • Never invents a number

    Carter shows where every number came from. If data is missing, he says so. If a rep's number differs from the CRM, he shows both.

  • Emails are information, not orders

    Content from email, the CRM and documents is treated as data, never as instructions. Risky actions are enforced outside the AI.

The number it moves

Tied to a number. On the record from day one.

Carter is measured on what he directly controls. He keeps a record of every run from day one, and results tracking for these numbers is arriving during the pilot.

  • Hours backFor you, weeklyFrom chasing, prep, coaching admin and CRM upkeep
  • Coaching coverageEvery repA coaching check-in with each rep, every week
  • Follow-up turnaroundSame dayNot days after the meeting
  • CRM completenessFields currentChecked against what reps report
Results tracking · arriving during the pilot

What Carter gives back, on the record.

Carter keeps a record of every run today. Results tracking of hours back, coaching coverage, follow-up turnaround and CRM completeness is coming during the pilot. Your quota and revenue stay yours to close.

  • Every scheduled run recorded: what Carter read, produced and delivered
  • Results tracking for these four numbers, arriving during the pilot
  • Monthly per colleague, with a usage allowance you can watch
Where Digital Colleague is going

Your future leadership team, working as one.

Carter is available today. Here is where the team is heading: all seven colleagues in your Teams, each on its own rhythm, one account for all of them, and hand-offs between them with a person approving every sensitive step.

Illustrative example · sample data
Every colleague, on its own rhythm

Monday morning, already handled.

With the whole team in place, each colleague has done its first job of the week before you open Teams. Pick a chat to see it.

Illustrative example · sample data · Teams-style illustration
Chat Your colleagues
    ArianaOperations · Digital Colleague
    One account for the whole team

    Add a colleague. See what each one gives back.

    Who each colleague works for, what's switched on, and the hours they gave back this week. Adding the next colleague takes four steps, and it all lands on one bill.

    Illustrative example · sample data

    Good morning, Khalid

    Monday · sample week

    • Hours back this week44.5 hAcross 6 working colleagues
    • Playbooks running36All signed off
    • Delivered on schedule58 of 591 waiting on data
    • Approvals waiting4Oldest: 2 hours
    Hired colleagues (sample data)
    ColleagueWorks forStatusPlaybooks onHours back this week
    ArianaOperations
    		Hala Mansour, COOWorking78.5 h
    CarterRevenue
    		Sara Khalil, Head of SalesWorking911.0 h
    OliviaMarketing
    		Nadia Rahman, Head of MarketingWorking66.5 h
    RohanTechnology
    		James Okafor, CTOWorking45.5 h
    MarcusFinance
    		Faisal Aziz, CFOOnboarding · interview 3 of 60—
    SvenPeople
    		Lina Haddad, Head of PeopleWorking57.0 h
    YasminLegal
    		Rania Saleh, General CounselWorking · 1 waiting on you56.0 h

    Waiting for a yes 4 approvals

    • CarterSend follow-up to Harbor Point Clinics from Layla's mailbox
    • YasminRedline for Calder Health NDA: term cut from 5 to 2 years
    • SvenOffer letter for the Senior Accountant role, top candidate
    • OliviaSchedule Thursday's post on the company page

    Hours back this week Mon to Sun

    • Carter11.0
    • Ariana8.5
    • Sven7.0
    • Olivia6.5
    • Yasmin6.0
    • Rohan5.5
    • Marcusnew
    Colleagues working together

    One deal, four colleagues, four yeses.

    Carter closes a deal and hands it on. Each colleague does its part inside its rails, and stops for a person at every sensitive point.

    Illustrative example · sample data

    Carter closes the deal

    Carter decides, inside the rails
    • Spotted the signed order form from Harbor Point Clinics in Layla's mailbox
    • Checked it against HubSpot: amount $180,000, two products, close date today, all match
    • Confirmed with Layla, the deal owner, in Teams
    • Prepared the hand-off note for Finance and Legal
    You decide
    Approval needed to Sara Khalil, Head of Sales
    Mark Harbor Point Clinics as Closed Won ($180,000) and hand it to Marcus and Yasmin.
    Approved by Sara · 14:12 · recorded in the audit log
    Nothing moves to Closed Won without the deal owner and the leader.
    Step 1 of 5
    • ArianaAriana · Ops
    • CarterCarter · Revenue
    • OliviaOlivia · Marketing
    • RohanRohan · Tech
    • MarcusMarcus · Finance
    • SvenSven · People
    • YasminYasmin · Legal
    • Yours, next
    Built from practice

    Built from how we run our own leadership team.

    Each colleague's rhythm and playbooks come from how Veraqor's own leaders work, turned into software any company can switch on: governed, with humans in control at every step.

    • Carter's starter playbooks were generalised from the ones our own sales leadership uses.
    • Veraqor runs Carter on its own sales team in the private pilot.
    • Same product, rails, approvals and audit trail as every customer gets.
    FAQ

    Questions, answered.

    Where does our data live, and who can see it?

    Carter runs on Microsoft Azure, operated by Veraqor. During the pilot, everything is stored in a single US region. Each company's data sits behind its own wall at the database level, and connection tokens are encrypted with a key unique to your company.

    Inside your company, roles decide what people see: for example, your IT admin can manage connections and the audit log without seeing deal content.

    How does it work with Microsoft 365, and what does IT need to do?

    Your Microsoft 365 admin approves Carter for your organisation once, which shows exactly which permissions he gets. Then they add the Carter app to Teams, which takes a couple of minutes with our guided page. Sign-in uses your normal Microsoft work accounts.

    What can Carter do without asking me?

    You choose. Every action Carter can take is set to Carter can do it alone, Ask me first, or Never. Anything set to "Ask me first" comes to you as an approval card in Teams with a preview; approving runs exactly what you saw, once. Some actions are always off, such as deleting records or changing permissions.

    Is everything recorded?

    Yes. Every tool call, outbound message, approval, sign-off and setting change goes into an audit log your admin can review. Every scheduled run also leaves a record of what Carter read, produced and delivered.

    Which CRM does Carter work with?

    HubSpot today, alongside Outlook, Teams and SharePoint. If you run a different CRM, tell us: it helps us decide what comes next.

    Which languages does it speak?

    English now. Arabic is coming, with full right-to-left support in Teams and on the website, chosen per person.

    Could someone trick Carter through an email or a CRM note?

    Carter treats everything he reads in emails, the CRM and documents as information, never as instructions. Only you and the playbooks you have signed off tell him what to do, and risky actions are checked by rules outside the AI before anything is sent.

    When will the other colleagues be available?

    Carter is first. Ariana, Olivia, Rohan, Marcus, Sven and Yasmin are coming soon, all built on the same governed engine. Tell us which one you need.

    What does it cost?

    A monthly price per colleague, with a usage allowance included. We are in a private pilot by invitation, and pricing will be announced. See pricing and the pilot.

    Give your managers their week back.

    Set up Carter yourself, let him interview you in Teams, and get his first pipeline read the same day.

    Get started Book a demo