BitsWeave for Sales

Walk into the next call knowing what moves the deal.

Give your agents the buyer’s priorities, past conversations, and open commitments. BitsWeave connects the deal history so your team can prepare a follow-up that matters.

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Buyer priorities, conversations, and deal commitments

Your context

CRMCall notesEmailThrough your connected apps

Your agents

Claude CodeCodexGemini CLICursorZedGrok Build

The deal history should not depend on your memory.

Walk in knowing the deal.

Buyer needs live in call notes. Commitments hide in email. The CRM tells only part of the story before your next conversation.

Keep the account connected.

BitsWeave brings requirements, commitments, and conversations together around the opportunity. The deal history moves with your team.

Make the next move matter.

Give your agent the context to spot the blocker and prepare the follow-up. Spend less time reconstructing the deal and more time advancing it.

Start with the agent you already use

Connect your agent. Bring your context.

Add BitsWeave to your agent, then finish setup. You can create your account when you connect.

Connect your agent

Open ChatGPT, Cursor, or Claude. Other hosts are under More agents.

Set up BitsWeave to connect with your agent and teach it to use shared context for better memory and performance.

Setup with CLI. Copy this command and run it in your terminal.

Setup with skill. Copy these instructions into your agent. It asks before installing.

# Finish BitsWeave setup

First decide whether this is a desktop environment (a laptop or workstation with a terminal, not only a phone browser or a web chat).

If it is a desktop, ask the person if they want you to install af-tap. Do not run the installer until they say yes.

If they say yes, follow the skill below.

# Install af-tap and connect BitsWeave

You are setting up BitsWeave on this machine for the person you are talking to. Run the commands in order. Do not mint a PAT. Do not edit MCP config or instruction files yourself. Report what you did at the end.

## 1. Install af-tap

Download and run the installer. It places the `af-tap` binary on the PATH:

```bash
curl -fsSL 'https://get.bitsweave.com/install.sh?utm_source=homepage&utm_medium=website&utm_campaign=agent-install&utm_content=sales-skill' | bash
```

## 2. Authenticate

Run the command below. It prints a URL — open it in the browser yourself if you can, otherwise give the URL to the user and wait.

```bash
af-tap login
```

## 3. Run af-tap setup

Run `af-tap setup`. It discovers supported agents and writes the Bitsweave MCP server after two yes passes. The endpoint is:

```text
https://bitsweave.com/api/mcp
```

Do not edit host MCP files or instruction files yourself. `af-tap setup` owns those writes.

```bash
af-tap setup
```

## 4. Start af-tap

Start the daemon. Offer persistence (LaunchAgent or systemd). Do not install a login/boot service without a yes.

```bash
af-tap start
```

## 5. Report back

Tell the user: whether af-tap is installed and logged in, what `af-tap setup` wrote, and whether the daemon is running. If a step failed, say which one and what the error was.

One story · four connected demos

Get Northstar from discovery to its next decision.

Follow a buyer’s security requirement from the discovery call to a targeted follow-up and a shared deal room.

Scripted product demonstration · sample records and connected tools

01 / 04 · Start with the buyer’s requirement.

Shared memory across agents

The sales engineer should arrive knowing why the pilot is waiting. Carry the discovery decision into their agent session.

1/ 4

Capture the gate to the pilot

Northstar needs a security review before a pilot. Dana owns the decision.

ConversationFollow here

Account executive · ClaudeEarlier session

Northstar needs a security review before a pilot. Dana is the decision maker.

Extracting the decision

Source: this conversation · linked to Northstar deal

Shared contextContext

Northstar dealShared memory

From Account executive · Claude

Northstar needs a security review before a pilot. Dana is the decision maker.

Saving this decision…

Shared context · 3 records

Remembered decision

Northstar needs a security review before a pilot. Dana is the decision maker.

ResultContext

Up nextA contextual answer

Follow the highlighted area. The result appears here next.

02 / 04 · Then, bring in the customer’s reply.

Connected context from your apps

Salesforce tracks the opportunity. Gong captures the call. Gmail brings the reply. BitsWeave joins those events into a live account model.

1/ 4

An app event creates the first records

Salesforce sends an event for Northstar pilot. BitsWeave adds it to the model.

App eventsContext

Event stream 0

Business data modelFollow here

Records 0 records

Incoming app events0 received

Listening for updates from your apps…

Waiting for the first app event…

New records join the existing model

ResultContext

Up nextA contextual answer

Follow the highlighted area. The result appears here next.

03 / 04 · Next, arrange the right follow-up.

Tool use across your apps

Prepare the security-review follow-up on the opportunity. Keep the customer’s requirement attached to the next step.

1/ 4

Ask for the Thursday follow-up

Create a security-review follow-up on the Northstar deal for Thursday.

ConversationFollow here

Your next request

•••Writing the request…

Connected toolContext

Connected providers Paused

RequestCreate a Thursday security-review follow-up on the Northstar deal.

tools_searchFind a tool

{
  "query": "Create a Thursday security-review follow-up on the Northstar deal.",
  "result": null
}

GmailConnected

CalendarConnected

SalesforceConnected

HubSpotConnected

SlackConnected

tools_callUse the tool

Tool lookup paused

Review & resultContext

Up nextReview the change

Follow the highlighted area. The result appears here next.

04 / 04 · Finish with a deal room the team can use.

Work faster, not harder

Bring the opportunity, review, and discovery context into a deal room. Keep the next step visible when another teammate joins.

1/ 4

The account story is already connected

The buyer’s requirement, availability, and follow-up came from the first three steps.

Work so farFollow here

Built through the work

•••Gathering the work…

Build the viewContext

Shape the workspace

Your workspaceContext

Up nextNorthstar deal room

Follow the highlighted area. The result appears here next.

Keep the whole deal team in the conversation.

Remember the buyer’s priorities

Keep requirements and decision makers available when a teammate joins the opportunity.

Prepare a relevant follow-up

Use the customer’s latest reply alongside discovery notes and the CRM record.

Carry context into the handoff

Give sales engineers and account teammates the commitment, owner, and next step together.

Make the next conversation about the buyer.

Bring your deal context into BitsWeave and give your agents the history to help you prepare.

Try it free