Define and enforce standards
Protocols turn your team's best practices into enforceable standards. Admins publish rules that auto-install for every member, ensuring consistency across every conversation.
Three steps to consistent communication
Define standards
Write protocols in plain language. Specify the rules, required topics, terminology, and response patterns your team should follow.
Publish to teams
Admins push protocols to specific teams or the entire workspace. They auto-install for every member. No manual setup required.
Enforce and measure
Protocols run automatically during conversations and Companion interactions. Track compliance, identify gaps, and iterate.
Set the standard once. Every call inherits it.
Publish a MEDDIC protocol to the sales team. Every discovery call is scored against the framework, gaps are flagged in the summary, and compliance is tracked in one place.
Standards for every workflow
From sales methodology enforcement to compliance checks, protocols keep your team aligned and accountable.
Sales Methodology (MEDDIC)
Ensure every sales call follows your MEDDIC framework. Auto-score conversations and flag gaps.
Customer Onboarding Checklist
Standardize onboarding calls with a consistent agenda, required topics, and follow-up templates.
Compliance Disclosure
Automatically verify that required legal disclosures are mentioned in every customer-facing call.
Meeting Hygiene Standards
Enforce agenda sharing before meetings, action item capture, and summary distribution after.
Brand Voice Guidelines
Ensure Companion responses follow your brand tone, terminology, and messaging framework.
Security Incident Response
When security-related topics surface in conversations, trigger escalation and documentation protocols.
Governance without friction
Team-level and org-level scope
Apply protocols to specific teams or enforce them workspace-wide. Layer protocols for fine-grained control.
Auto-install for members
When an admin publishes a protocol, it appears automatically for every team member. No action required from individuals.
Built on Skills
Protocols are powered by the same Skills engine. Add custom instructions, tools, and triggers, then enforce them at scale.
Composable and stackable
Combine multiple protocols. A sales rep might have MEDDIC, compliance, and meeting hygiene protocols active simultaneously.
Compliance reporting
Track which conversations follow protocols and which don't. Export compliance reports for audits and reviews.
Version control
Update protocols without breaking existing workflows. Roll back changes, compare versions, and track who changed what.
The best process is the one everyone actually follows. Protocols make that automatic.
Enforce your standards
at scale
Turn your team's best practices into protocols
that apply to every conversation, automatically.