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Alta AI offers smart agents like Katie, Alex, and Luna to automate sales and revenue tasks 24/7. It uses data to find and qualify leads, personalize outreach, manage calls, and optimize operations. This boosts sales, saves time, and helps teams focus on closing deals.

About Alta

Who It's For

Alta AI is for sales, marketing, and revenue operations teams, including business leaders. It helps boost sales, find more qualified leads, and save time by automating tasks and using data for smarter decisions.

What You Get

You receive AI agents like Katie for lead outreach, Alex for automated sales calls, and Luna for optimizing revenue. This delivers more qualified leads, better sales results, and significant time savings. You also get instant insights for improved business decisions.

How It Works

Alta AI agents connect to your data. Katie finds prospects and sends tailored messages. Alex handles calls, qualifies leads, and schedules meetings. Luna tracks sales metrics, provides reports, and highlights trends. All agents work 24/7 to grow your sales pipeline efficiently.

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Features & Capabilities

🚀 AI Sales & Outbound Automation

Prospect Identification

Analyzes CRM and over 50 data sources to find high-value prospects and identify real-time buying signals.

Hyper-Personalized Outreach

Crafts highly personalized messages based on sales playbooks and real-time trigger events to boost engagement.

Multi-Channel Campaign Automation

Automates consistent 24/7 outreach across email, LinkedIn, and calls to maximize prospect engagement.

📞 AI Calling & Workflow Integration

Dynamic Call Scenario Adaptation

Alex, the AI agent, adapts to various scenarios, including inbound support, outbound sales, lead qualification, and meeting booking.

Real-time System Updates

Seamlessly integrates with calendars and CRM to instantly book meetings and update all relevant systems.

Calling Performance Analytics

Provides comprehensive analytics to monitor call performance, analyze patterns, and continuously optimize strategies.

📊 AI Revenue Operations & Insights

Centralized Data Connection

Connects real-time sales and revenue data from various tools such as Salesforce, HubSpot, Stripe, and Tableau.

Customizable Metric Tracking

Allows users to select or define key metrics important to their business or choose from an extensive marketplace of metrics.

Actionable Business Intelligence

Delivers instant, actionable insights and alerts, with the ability to dive deeper and share via Slack, email, and Teams.

⚙️ Core Platform Capabilities

Extensive Data Integrations

Connects with all existing data sources and technology stacks to provide a unified platform experience.

Enterprise-Grade Security

Ensures privacy and data security through enterprise-level measures and SOC2 compliance.

Use Cases

Automating High-Volume Outbound Sales Prospecting

Sales Development teams often struggle with the manual, time-consuming process of identifying qualified leads and crafting personalized outreach at scale. Alta's Katie AI SDR Agent leverages 50+ data sources to find high-intent prospects, personalizes multi-channel campaigns across email and LinkedIn 24/7, and frees human reps to focus on high-value conversations, significantly increasing qualified meetings and pipeline.

B2B SaaS, Enterprise SalesFor: Sales Development Teams, Account Executives, Sales Operations

Streamlining Inbound Lead Qualification and Meeting Scheduling

Businesses need to quickly qualify inbound leads and book meetings efficiently, but this often consumes valuable human sales time. Alex, Alta's AI Calling Agent, automates the qualification process and directly books meetings into calendars, handling both inbound and outbound scenarios. This frees sales teams to focus on closing deals, improving conversion rates and overall sales efficiency.

B2B SaaS, SalesFor: Sales Development Teams, Inside Sales, Sales Teams

Data-Driven Revenue Operations Optimization

Revenue Operations leaders spend significant time on manual data collection, reporting, and identifying bottlenecks, hindering strategic decision-making. Luna, Alta's AI RevOps Agent, connects to all sales and revenue data sources (CRM, Stripe, Tableau) to automate reporting, track key metrics, and deliver instant, actionable business insights and alerts. This allows RevOps teams to reduce inefficiencies, save time on manual analysis, and make faster, more confident strategic decisions.

B2B SaaS, Enterprise BusinessFor: RevOps Leaders, Go-to-Market Leaders, Business Executives

Scaling Sales Outreach and Inbound Support with AI Calling

Traditional sales calls and inbound lead handling are resource-intensive, limiting scalability and responsiveness. Alta's Alex AI Calling Agent provides a flexible solution to automate outbound sales calls and inbound support, qualifying leads and managing customer inquiries tailored to specific needs. By integrating seamlessly with existing CRMs and calendars, it transforms insights into impact, enhancing lead management and overall team effectiveness.

B2B Sales, Customer ServiceFor: Sales Teams, Sales Development Teams, Customer Support Teams

Frequently asked questions

Alta AI is a suite of AI-powered agents designed for sales and marketing teams. It automates manual tasks such as prospecting, lead research, personalized outreach, AI-powered sales calls, and qualification. Alta helps businesses accelerate pipeline generation, save time, and optimize performance.

Alta offers a complete set of AI agents, not just automation features. It uses a data-driven approach for smarter decisions at every touchpoint, delivers an exceptional user experience with a modern, intuitive UI, and connects to 50+ data sources to enrich contact profiles and ensure leads are qualified before being passed to sales.

Alta AI connects to verified emails, phone numbers, titles, social activity, and company news. It also connects to CRM data, website interactions, third-party intent signals, and engagement history. Alta AI analyzes this data to build a holistic profile of each lead.

Yes, Alta AI is fully GDPR-compliant. It meets SOC 2 and regional data-protection requirements in the EU, U.K., and U.S. Alta AI processes only the data you authorize, stores it securely in U.S. data centers, and honors all opt-out and right-to-be-forgotten requests.

Every customer gets a dedicated onboarding session to set up their account and first campaigns. Alta AI provides ongoing 24/5 support via chat and email, along with tips and guidance to maximize the use of Alta’s AI sales automation.

Alta’s AI agents operate inside your revenue stack, prioritizing security and privacy. Features include four built-in roles for access control, SAML 2.0 & OAuth (supporting Google, Okta, Azure AD, and OneLogin), and auto-provision/de-provision users on Professional+ plans. There are also immutable logs for log-ins, settings changes, and data exports, retained for 1 year. The incident response SLA guarantees an initial response within 24 hours, updates every 4 hours until resolution, and resolution within 5 business days.

Yes, Alta AI provides role-based access control, integration with SSO providers, auto-provisioning and de-provisioning of users, and immutable logs for all access and changes.

Admins can purge their workspace in Settings. Data is erased within 72 hours, and a confirmation log is emailed.

Currently, Alta AI does not support healthcare data. Healthcare customers should use de-identified data only.

You can contact Alta AI support via email at [email protected]. For security and compliance questions, please email [email protected].

Yes. You can cancel or change your plan anytime without penalties.

AltaDetect scans your content for plagiarism and AI-generated patterns. Your work is stored securely with industry-standard encryption.

Yes. Alta AI is designed for users of all levels, offering intuitive tools that are easy to navigate.

Alta AI integrates with leading CRM and sales tools and offers custom solutions for specific business needs.

CAN-SPAM/CASL footers are auto-inserted in every email, and local time zones are checked before dialing to comply with TCPA “quiet hours.”

The key features of Alta AI include automated prospecting and lead research, personalized outreach and AI-powered sales calls, lead qualification and pipeline acceleration, real-time analytics and reporting, and secure, compliant data handling.

Tags

Specifications

Deployment
Browser
Cloud
Target Audience
Business
Enterprise
Complexity
Low-code

Pricing

Starter

Per monthly

$119
  • 1 mailbox
  • 1 LinkedIn profile
  • Multi-channel campaigns
  • AI personalization (basic)
  • Self-serve knowledge base
  • Gmail & Outlook ready

Standard

Per monthly

Contact sales
  • Includes all features from the Starter plan

Professional

Per monthly

Contact sales
  • Includes all features from the Standard plan

Enterprise

Per monthly

Contact sales
  • Includes all features from the Professional plan

✓ Free trial • ✓ Plans from $119 / monthly • ✓ Enterprise options

Integrations

HubSpot
LinkedIn
CRM
Calendar
Salesforce
Stripe

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