In this article:
Crossbeam AI is your in-app conversational assistant—powered by the proprietary partner data that lives in your ecosystem. It delivers trusted answers and lets you take action instantly.
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✍️Note
Access to Crossbeam AI requires an active CRM integration and at least one established partner connection.
What is Crossbeam AI?
Crossbeam AI is a role-aware assistant embedded directly in the Crossbeam app. It turns ecosystem intelligence like partner overlaps, influence signals, and ELG playbooks into natural language interactions, so you can ask a question, get a personalized response, and act on it immediately.
What Can Crossbeam AI do?
Retrieve partner overlap insights and influence signals directly from your partner data
Answer tactical and strategic questions like:
“Which deals have partner overlap but no activity?”
“Draft an intro message for Partner X.”
Recommend next best actions and execute them—like:
Create a smart list
Send a Slack message
Trigger a Salesforce update
Surface relevant ELG playbook guidance or help documentation based on your question
Use Cases
Streamline workflows: no need to click through multiple tools, just ask a question and get what you need
Accelerate sales cycles: surface ecosystem insights at key deal stages and take immediate action
Enable every team member: sales, partnerships, or operations, Crossbeam AI tailors responses based on your role and permissions
How it Works
Location: Look for the Crossbeam AI icon in the top-right corner of the app
Powered by: A large language model (LLM), with OpenAI as a subprocessor
Data access:
Your partner data (e.g., overlaps, attribution fields, CRM context)
Crossbeam ELG playbooks
Help center content and documentation
Publicly available data: We use data such as job postings, company websites, and other public sources to help determine customer lists for these companies. We strive for accuracy within the limits of this public data.
Integrated with: Slack, Salesforce (where applicable), and Lists (beta)
Role-aware: Adapts its answers based on user type (e.g., Sales Seat vs. Full Access)
FAQs
Is my data secure?
Yes. Crossbeam AI only accesses data from your account and uses OpenAI as a subprocessor under strict security and compliance measures.
Can I turn off or limit access to Crossbeam AI?
Yes. Admins can manage access to Crossbeam AI in workspace settings.
Does Crossbeam AI take action automatically?
Only when prompted. It may suggest actions, but you stay in control of what gets executed.
Is it available to all users?
Access may vary based on your plan and seat type. Reach out to your Customer Success Manager to learn more.