Turn conversations into SQL tables.
Connect Salesforce or HubSpot. Okkosa reads the conversations behind each deal or donor, then produces SQL-ready tables with evidence for every field.
Salesforce opportunity, HubSpot note, call transcript, agent trace
create table fact_conversation_signal (
crm_record_id text,
signal_name text,
signal_value jsonb,
evidence_span text,
schema_version int
);Pitch enthusiasm: 7/10, supported by budget language and a committed next step.
Integrations
Keep the CRM as the source of record.
Connect Salesforce or HubSpot. Okkosa reads the records and conversation history around each deal, donor, account, and contact.
Source systems
- Read from CRM
Objects, properties, activities, notes, emails, calls, transcripts.
- Preserve raw sources
Original payloads stay intact with CRM links, transcript spans, and tool traces.
- Derive analytics data
Schema proposals, assertions, evidence, and SQL-ready tables.
- Write back selectively
Approved signals can return as fields, tasks, timeline events, or custom objects.
The product
From raw notes to versioned tables. With audit trails.
- Okkosa reads calls, emails, notes, transcripts, and agent traces, then proposes entities, events, scores, qualification rules, and workflow steps.
- A schema registry turns those proposals into versioned SQL tables and migrations as new objections, donor signals, handoffs, and stages appear.
- Separate agents extract, cite, verify, and compare model judgments, then flag uncertain writebacks before they touch the CRM.
Example assertion Pitch enthusiasm: 7/10 relative to successful closed-won pitches, supported by buying language, next-step commitment, and budget discussion.
Beta
Bring a sample transcript. Or talk to the founder.
Send a sales call or donor meeting transcript for a schema proposal and queryable output. Reach out at dan@okkosa.com.