Winning with
every word.
Capture every field conversation, auto-sync it to your CRM, and surface AI insights, automatically.
From conversation to CRM in three layers
Hardware capture. AI intelligence. Team-wide analytics.
Capture
AI Wearable Capture
Dual beam-forming mics with speaker separation. Captures every field conversation hands-free.
Field Visit Debrief — Westside Construction
SUMMARY
A field visit debrief covering project timelines, budget allocation, and next steps. Key discussion points include CRM adoption challenges, data entry bottlenecks, and the potential for automated conversation capture to improve team-wide visibility.
EVENTS
Follow-up Demo with Operations Team
Thu, Feb 19, 2026, 01:30 PM
ACTION ITEMS
Send proposal and ROI analysis to ops director
Schedule on-site pilot for next Tuesday
Configure CRM sync with existing Salesforce instance
Share case study from similar deployment
TRANSCRIPT
Rick
So the device sits on your collar and captures everything. The AI processes it in real-time and pushes structured data to your CRM within two minutes.
Sarah
That’s impressive. Our reps do about fifteen site visits a day and none of that data makes it back to the system. This could change everything.
Rick
Exactly. And we extract contacts, pain points, action items, deal signals — all automatically. No manual entry needed.
Sarah
How does it handle multiple speakers in a noisy environment? Our sites can get pretty loud.
Rick
Dual beam-forming microphones with active noise cancellation. It isolates the conversation even in construction environments.
Intelligence
AI Processing & CRM Sync
Contacts, action items, deal signals — extracted and synced to your CRM in under 2 minutes.
DEAL OUTLOOKPromising but not yet committed — needs clear timeline
Action
Ride-Along Coaching & Intelligence
Team analytics, conversation insights, and deep integration with your CRM and tools.
Our DNA
Built for the team that never sits at a desk.
Buddi is your companion for field teams.
A wearable AI device that captures every field conversation. The cards beside this one show how Buddi syncs your ecosystem, coaches your team, surfaces signals you would otherwise miss, and powers AI agents on real conversations.
Sync with your own ecosystem.
Buddi pushes the right fields into the tools your team already uses. No double entry.
- 12+ CRMs · Salesforce, HubSpot, Pipedrive
- Field service · ServiceTitan, FieldRoutes
- Calendar + Slack auto-routed
- Custom field mapping
Coach with real data, scale ride-alongs.
Stop relying on three ride-alongs a quarter. Every conversation is a coaching moment.
- Talk ratio, question count, objection handling
- Clip-and-share library of top moments
- Auto-flagged calls a manager should review
- 1:1 dashboards · weekly progress
Catch opportunities that would slip past.
Buddi flags budget, timing, competitors, and decision-makers automatically.
- Budget, timing, authority detection
- Competitor + churn signals routed instantly
- Custom signals for your playbook
- Real-time alerts to Slack or your CRM
# Connect Claude or any agent mcp: "mcp.getbuddi.ai" tools: [ search_memories, get_recent_facts ]
Plug AI agents into your real conversations.
Buddi exposes your team's memory through MCP and an API. Agents stop hallucinating.
- Live MCP server · Claude, Cursor, agents
- REST API + webhooks · OAuth + per-user keys
- Semantic search across every conversation
- Build custom agents on team context
"Wherever your team works."
Your best rep's discovery questions, working for everyone.
Recurring contracts depend on what's said at the doorstep.
Doctors don't repeat themselves. Buddi remembers what they said.
Site walks happen in passing. Pipelines depend on what's caught.
Every showing is a conversation worth remembering.
Ready to see Buddi in action?
Book a 20-minute demo. We’ll show you the device, the AI, and the CRM sync — live.