Caretta is a realtime AI copilot for sales calls. It listens to live conversations and helps reps answer hard questions, handle objections, and stay sharp before, during, and after every meeting.

Which tools does Caretta integrate with?

Zoom, Google Calendar, HubSpot, Slack, Notion, and Google Drive, plus webhooks and an MCP server for AI agents.

How much does Caretta cost?

Founder is $100 per seat per month, Seller is $150 per seat per month, and Enterprise is custom annual pricing. See https://www.caretta.so/pricing.

Can I change plans later?

Yes. Start with the plan that matches how you sell today, then move up as your team, product catalog, or security requirements grow.

Can Caretta run in our environment?

Yes. Enterprise supports private VPC or on-prem deployment for teams with strict data residency, network, and security requirements.

How do AI agents connect to Caretta?

Through the Caretta MCP server at https://gateway.caretta.app/mcp using OAuth 2.1. See https://www.caretta.so/auth.md.

Before the Call

Seal the deal
before the call

Enter every call with the information, context and gameplan to close it.

Start free Talk to sales

Upcoming call today·30 min

Briefing 30min with Kayra (Caretta) (Maya Chen)

AcmeDanielMaya Chen2 prior calls

CallCompanyPeople

Expansion meeting with Maya Chen, Daniel Ortiz, Kayra and Pavlos; Acme's deal is at Proposal stage.
Acme agreed to test Caretta with 4 users: 2 SDRs and 2 AEs, before considering broader rollout.
Open items: pilot onboarding status, Gong/Granola access, pricing, timeline and decision deadline.

Current calendar eventAcme deal30 min meeting between Pavlos and Maya Chen, Jul 16, 2026Which Caretta use cases should SDRs vs AEs test in a pilot?

4 sources

Questions to ask

How has onboarding progressed for the four pilot users, and what feedback have the SDRs and AEs shared so far?

What did you and Daniel decide about data permissions and connecting Gong or Granola versus using public documentation?

Is procurement's involvement a signal that a commercial decision is close?

Before the Call

Your day, before it starts: one morning message with every call and what matters in each.

One message at 8:00 AMEvery customer call on your calendar today, in Slack.
What matters in eachThe open thread, who is new on the call and what changed since you last spoke.
The full brief follows15 minutes before each call, so it is fresh when you join.

See a brief for your next call

Caretta

AI teammate

Caretta

8:00 AM

Good morning, let’s take a look at your day. You have three customer calls — here’s what matters before you join:

9:30 AM

Acme · Pilot kickoff

Align on success criteria and confirm the rollout team.

1:00 PM

Northstar · Commercial review

Pricing is the open thread. Procurement joins for the first time.

4:30 PM

Luma · Product demo

Lead with Salesforce sync and the security workflow.

I’ll send a full brief 15 minutes before each call.

👍 2👀 1

Before the Call

A brief for every call: who you’re talking to, what to lead with and what is still open.

Upcoming call today·30 min

Briefing 30min with Kayra (Caretta) (Maya Chen)

AcmeDanielMaya Chen2 prior calls

CallCompanyPeople

Expansion meeting with Maya Chen, Daniel Ortiz, Kayra and Pavlos; Acme's deal is at Proposal stage.
Acme agreed to test Caretta with 4 users: 2 SDRs and 2 AEs, before considering broader rollout.
Open items: pilot onboarding status, Gong/Granola access, pricing, timeline and decision deadline.

Current calendar eventAcme deal30 min meeting between Pavlos and Maya Chen, Jul 16, 2026Which Caretta use cases should SDRs vs AEs test in a pilot?

4 sources

Questions to ask

How has onboarding progressed for the four pilot users, and what feedback have the SDRs and AEs shared so far?

What did you and Daniel decide about data permissions and connecting Gong or Granola versus using public documentation?

Is procurement's involvement a signal that a commercial decision is close?

Know who you're talking to

Where the deal stands, who is joining and what changed, pulled from CRM, past calls, Slack and docs.

Lead the call with

Replacing manual account research and giving managers visibility across every deal.

Questions to ask

3 open

How has onboarding progressed for the four pilot users, and what feedback have the SDRs and AEs shared so far?
What did you and Daniel decide about data permissions and connecting Gong or Granola versus using public documentation?
Is procurement's involvement a signal that a commercial decision is close?

Watch for

Pricing was the open thread last time. Procurement joining today usually means a commercial decision is near.

Set the gameplan

What to lead with and which discovery questions are still open, for this account.

00:10

58%

Take it into the call

The brief sits in the notch while you talk, so nothing is lost the moment you join.

Before the Call

Built from what your team already knows: every brief cites its sources, so you can trust it and check it.

Calendar event and attendees
CRM deals, contacts and companies
Past calls and transcripts
Slack threads on the account
Email threads with the prospect
Docs, Notion and playbooks
Company site, news and funding
LinkedIn profiles of everyone joining
Start free

Know your customer,
come in prepared,
close the deal.

Start free Talk to sales

Seal the dealbefore the call

Briefing 30min with Kayra (Caretta) (Maya Chen)

Your day, before it starts: one morning message with every call and what matters in each.

A brief for every call: who you’re talking to, what to lead with and what is still open.

Briefing 30min with Kayra (Caretta) (Maya Chen)

Built from what your team already knows: every brief cites its sources, so you can trust it and check it.

Know your customer,come in prepared,close the deal.

Seal the deal
before the call

Know your customer,
come in prepared,
close the deal.