AI Executive Assistant for Sales
Reclaim your
mornings.
Kaeli is your AI executive assistant for sales. It drafts your client emails, meeting prep, quotes, and status reports overnight. You review them in the morning and ship.
An illustration of your Today view.
Capture. Produce. Review and ship.
Kaeli runs a three-step loop, all night, every night, across every account you manage.
Capture
Kaeli ingests your email, meetings, calendar, deal history, and brand profile. No data entry. You work the way you already work. Kaeli ingests it.
- ✓ Gmail integration (60 sec setup)
- ✓ Google Calendar sync
- ✓ Voice notes with fact extraction
- ✓ Chat capture in the workspace
Produce
Kaeli drafts the client-facing work for the next day. Replies, meeting briefs, quotes, status reports, follow-ups. Each draft uses your voice and references the right history.
- ✓ Email replies in your voice
- ✓ Pre-meeting briefs (2 hrs before)
- ✓ Quotes with quality gates
- ✓ Status reports to your template
Review and ship
You open Kaeli in the morning. A queue of ready-to-ship drafts is waiting. Review each one, edit if needed, ship. Your edits teach Kaeli what to do better next time.
- ✓ Today view: Gmail-style queue of drafts to ship
- ✓ Per-draft inline editing
- ✓ One-click ship
- ✓ Edits become training signal
The context layer is what makes the drafts ship-ready. Generic AI writes a generic email. Kaeli writes the email this specific client expects, in your voice, referencing the project history and the open commitments.
A morning with Kaeli looks like this.
It's 8:15am. Tom opens Kaeli. The night's work is triaged and the drafts are ready.
Reply to the bank's IT lead.
Marcus emailed last night asking for the proposal timeline. Kaeli already drafted the reply: confirms the date, references the audit driver Marcus mentioned on the discovery call, and links the case study he asked for. Tom reads it. Two-word edit. Send.
Pre-call brief for the 11am meeting.
Discovery call with a new prospect in two hours. The brief covers the company's branch count, the audit driver, the proof point from a peer referral, and three discovery goals Kaeli recommends. Tom reads it on his phone over coffee. He didn't prep. He didn't open a CRM.
Quote for the deal he closed verbally yesterday.
Tom recorded a voice note after the meeting. Six structured facts came out: scope, timeline, pricing, discount, compliance requirement, internal approval needed. Kaeli built the quote overnight. It also flagged that the discount is 2% above policy, so it added a note: Director sign-off required before send. Tom forwards the quote internally for approval. Skipped 40 minutes of QA.
Status report for the regulated client.
Quarterly update, due Friday. Kaeli pulled the project history, the open items, and the wins from the last three months. The report is in Tom's voice, formatted to his template. Tom reads it, adds one sentence about a customer reference, ships.
Three more follow-ups.
The deal that went quiet two weeks ago. The renewal coming up in 90 days. The prospect who asked about pricing last month. Each draft is short, in-context, and ready.
Tom did two things this morning.
Reviewed seven drafts. Cleared four hours of inbound admin before 9am. He uses the rest of the day to make outbound calls.
The drafts are good because Kaeli knows your clients.
The hard part of sales writing isn't the writing. It's the context. Generic AI doesn't have any of that.
Per-client voice
Your edits become signal. The more drafts you ship, the more Kaeli sounds like you.
Project history
Every meeting, every email, every commitment captured automatically.
Open commitments
What you promised, when, and whether it's been delivered.
Brand profile
Your tone, your templates, your standard clauses, your no-go phrases.
Quality gates
Quotes get checked against scope, pricing policy, and required clauses before they reach the queue. Mistakes flagged, not shipped.
Rules in plain English
"Any discount over 10% needs director sign-off." Type it once. Kaeli applies it everywhere.
Deal Integrity Audit
Fires automatically on every quote before it reaches your queue.
This is the moat. A generic AI can write fast. Kaeli writes a draft you'll actually send.
Built for senior salespeople.
Kaeli is for you if:
- ✓ You own 20 to 100 named accounts personally
- ✓ You sell relationship-driven B2B, complex services, or high-ticket consulting
- ✓ You manage accounts from first call to renewal (no SDRs, no handoffs)
- ✓ You already pay for ChatGPT, Claude, or Copilot and you've given up trying to get them to know your clients
- ✓ Your hourly value is high enough that 30 minutes saved feels real
Not for you if...
- × You need a CRM replacement for a sales team
- × You're looking for a cold-outbound SDR engine
- × You need a knowledge base you log into and search
Different tools for different jobs.
Built by someone who's been in your seat.
Kaeli is built by William Fung, a 15-year enterprise sales veteran in Hong Kong. He's spent his career managing six and seven-figure accounts in complex B2B IT and services. He built Kaeli because he was tired of grinding through inbound admin while real selling waited.
Kaeli's parent company is Karvita Limited, registered in Hong Kong. Small team. Direct line to the founder.
Read the founder story →Common questions
Is Kaeli a CRM?
How is Kaeli different from ChatGPT or Claude?
How does Kaeli capture data without me entering it?
What about privacy and security?
What happens if Kaeli gets something wrong?
Can I use my own AI key?
Where does Kaeli run?
Stop spending your day on admin.
Kaeli is in private beta. Email Will directly to request access.