Oliv AI

Oliv AI is an AI-native revenue intelligence platform built for sales, customer success, and RevOps teams that want autonomous agents handling the operational work CSMs and AEs spend hours on manually. Unlike legacy CS platforms that surface dashboards for humans to interpret, Oliv deploys purpose-built agents that act autonomously. The platform captures context from every meeting, email, call, and CRM record and maps it to the correct account, contact, and opportunity automatically.

The agent architecture is organized into two tiers. Super Agents operate at the strategic layer: Olivia (Chief of AI Staff) sees everything across the team and dispatches the right sub-agent for each task. Oliver (Chief GTM Engineer) learns how the team operates and turns it into rules every other agent follows. The Agent Suite handles execution, and the vendor's agent marketplace publishes Prospector, Researcher, CRM Manager, Deal Driver, Forecaster, Meeting Assistant, Content Curator, Coach, Portfolio Manager, Onboarding Tracker, Analyst, MAP Manager, Case Builder and Pipeline Tracker, and teams can build custom agents in plain language. Olivia also operates as a customer-facing agent that onboards users, answers questions, and opens tickets when she cannot resolve an issue.

Oliv publishes native integrations across eight categories on its integrations page: CRM, conversational intelligence, sales enablement, meeting recorders, sales prospecting, email, communication channels, and web conferencing. CRM connections include Salesforce, HubSpot, Zoho, Pipedrive, Close, Copper, Freshworks CRM, and Microsoft Dynamics 365. Conversation intelligence covers Gong, Clari, Avoma, Chorus, and Grain. Meeting recorders cover Fireflies.ai, Fathom, Otter.ai, and Read. Missing from the integration list: Intercom, Zendesk, and Freshdesk for support ticket ingestion, which limits health scoring depth for teams running separate support systems. Oliv publishes no MCP server, and no MCP endpoint or documentation exists on any Oliv host.

Pricing is public and role-based, published on a single surface with no billing toggle. Converse at $19/mo per user covers conversation capture across online and in-person meetings, email and optional Slack, for SDRs, product marketing and support teams. Sell at $49/mo per user adds the Forecast app, sales methodology tracking and deal risks for account executives. Grow at $79/mo per user adds the Retain app, customer health scorecards and churn risks for customer success, account management and onboarding teams, and each plan includes the one below it. Amplify carries no seat fee and gives executives, product, engineering and operations access to the Super Agents, customer context and the custom agent builder. Agent actions, such as researching an account or updating a CRM record, are billed separately as credits at $0.01 each, and the vendor estimates credit spend during a proof of concept. Engage, the outreach add-on, costs $29/mo per user, and Slack capture adds $10/mo per user. The vendor states there is no platform fee and that view-only seats are always free.

Oliv AI suits revenue teams that want one platform spanning conversation capture, forecasting and customer retention, with agents doing the CRM and account work. Customer success organizations that need deep playbook configuration and renewal workflow automation will find those capabilities more developed in dedicated platforms such as Gainsight Customer Success or Totango, and teams already running Vitally or Planhat for health scoring should weigh whether Oliv's sales-side apps add enough to justify a switch. The independent review corpus is still small, which limits third-party validation compared with established competitors.

Current state Q4 2026: Oliv AI was founded in 2023, is headquartered in San Francisco, and reports 11 to 50 employees on LinkedIn, and its terms of service name Instaworks, Inc. as the contracting company. By October 2026 the pricing page had been rebuilt around four role-based plans, replacing the earlier Starter, Standard and Supreme plans and the per-pack Notetaker and insights pricing. Its Trust Center publishes ISO 27001 v2022, HIPAA, GDPR and CPRA as compliant, and describes SOC 2 without naming a report type, period or auditor, so the SOC 2 claim is recorded here as the vendor states it rather than in the certification list. The current terms of service license customer data for machine learning and model tuning to improve the software, and neither the terms, the privacy policy nor the Trust Center publishes a no-training commitment. The vendor describes its Signal Graph as more than 100 small models, each fine-tuned to one revenue question, and its subprocessor list names OpenAI, Google Cloud, AssemblyAI, Baseten and Fireworks AI as AI subprocessors, with Anthropic and Groq also listed. Named customers with published case studies include Shopify (17% sales cycle reduction), MissionCloud (15% close rate improvement), Turing (10 hours per week saved on admin tasks) and Swanky (95% of manual CRM workload removed). Its customer pages additionally name Affirm, Insurify, Netsmart, AdvancedMD, Rootly, Whatfix, GlossGenius, HyperVerge, TruVideo, Adentro, Warmy, Noise and Onyx, and the vendor states it is used by 100+ revenue teams. The product launched publicly on Product Hunt on March 14, 2024, and a second launch on May 16, 2024 placed #2 Product of the Day with 891 upvotes.