The agent toolkit for multiplayer collaboration in B2B SaaS
Everything B2B SaaS teams run on, connected for multiplayer collaboration with Claude Code, Codex, and AI teammates. The end-to-end revenue-and-product stack: CRM and sales engagement, product analytics and CDP, subscription billing, in-app support, roadmap/feedback, plus source control and observability that keep the product shipping.
Integrations the B2B SaaS stack runs on
Connect the apps your team already uses and put Claude Code, Codex, and AI teammates to work across them, with governed access and human review.
Salesforce is a leading CRM platform integrating sales, service, marketing, and analytics to build customer relationships and drive business growth
Pipedrive is a sales management tool built around pipeline visualization, lead tracking, activity reminders, and automation to keep deals progressing
Apollo provides CRM and lead generation capabilities, helping businesses discover contacts, manage outreach, and track sales pipelines for consistent customer relationship development
ZoomInfo is a go-to-market intelligence platform that provides AI-powered B2B data and sales intelligence to help GTM teams find in-market buyers, build pipeline, and close deals faster.
Look up customers, payments, and billing data — useful for support and finance workflows running through Type.
Subscription billing and revenue management platform (formerly Chargify)
Mixpanel is a product analytics platform tracking user interactions and engagement, providing cohort analysis, funnels, and A/B testing to improve user experiences
Amplitude gives you the self-serve tools and real-time data to make products and experiences that win no matter what.
Explore product analytics and user behavior — Type can query PostHog and surface insights inline.
Twilio Segment is a customer data platform that helps businesses collect, clean, and control their customer data.
Intercom provides live chat, messaging, and customer engagement tools, enabling businesses to drive conversions, handle support, and personalize communication at scale
Zendesk provides customer support software with ticketing, live chat, and knowledge base features, enabling efficient helpdesk operations and customer engagement
Productboard is a product management platform that gathers feedback, prioritizes features, and aligns roadmaps based on customer insights and strategic goals
Canny is a customer feedback management platform that helps teams collect, analyze, and prioritize user feedback to build better products.
Connect repositories so Type can react to proposed changes, commits, and issues, and post back as a bot.
A web-based DevOps lifecycle tool that provides a Git repository manager providing wiki, issue-tracking, and CI/CD pipeline features.
Datadog offers monitoring, observability, and security for cloud-scale applications, unifying metrics, logs, and traces to help teams detect issues and optimize performance
PagerDuty helps you proactively manage your digital operations by collecting data signals from anywhere, interpreting those signals using machine learning, automatically engaging the right people, and accelerating resolution and learning.
A feature management platform that helps teams build better software faster using feature flags.
Gong is a platform for video meetings, call recording, and team collaboration.
Reply.io is an AI-powered sales engagement platform that automates and optimizes sales outreach across multiple channels, integrating with various business tools to enhance lead conversion rates and overall sales productivity.
Connect Granola for AI meeting notes — agents can pull transcripts, summaries, and action items into Type.
Connect a PostgreSQL database for read-only queries — agents can answer questions over your data without leaving Type.
Skills your AI teammates run on the B2B SaaS stack
Pre-built skills that turn B2B SaaS tools into agent workflows your team can run and review.
Queries Stripe and Maxio to break down net new MRR, expansion, contraction, and logo/dollar churn, then charts the cohort trends inline.
Reads the connected Salesforce or HubSpot CRM to flag stale opportunities, missing close dates, and deals stuck past their stage SLA before forecast calls.
Pulls a Gong call transcript, extracts next steps, risks, and competitor mentions, and drafts the CRM activity note and follow-up email for the rep to approve.
Cross-references Sentry errors, PostHog/Amplitude funnels, and Canny requests to tie a customer complaint to the underlying release, event drop, or feature gap.
Aggregates product usage, support tickets, and expansion signals to flag at-risk and high-growth accounts with a recommended next action for the CS team.
Tracks renewal dates and drafts renewal proposals or expansion upsells before expiry, syncing them to the CRM for rep follow-up.
Collects sales-call notes and lost-deal feedback to identify winning positioning, common objections, and emerging competitive threats.
Automations that fire across your B2B SaaS tools
Put agents on a schedule or trigger them from events across the B2B SaaS stack, with humans in the loop.
Posts overnight new subscriptions, upgrades, downgrades, and failed payments from Stripe and Maxio with MRR delta versus yesterday.
Forwards the PagerDuty incident plus correlated Sentry and Datadog signals into the on-call channel and pages the owning engineer.
Summarizes the request, links the requesting account's ARR from the CRM, and drafts a Productboard entry for the PM to triage.
Watches the new account's PostHog activation events and pings the AE in Slack with a tailored Apollo/Reply.io outreach draft if activation stalls.
Pulls renewal dates, expansion ARR opportunities, and at-risk churn signals from Stripe and the CRM to guide forecast calls and territory reviews.
Monitors failed payments and escalates with a dunning email cadence before the subscription pauses or churns.