AI Agent Index
ByHeather MacAvelia·Independently reviewed·Published Jun 12, 2026·Updated Jul 6, 2026
Independently verified against live vendor data on Jun 26, 2026.

AI-native revenue intelligence platform with Super Agents (Olivia, Oliver) and modular agent suite for sales, CS, and RevOps. Notetaker $19/user/mo, insight packs $29 each. 4.7/5 on G2.

How we scored it

Autonomy

4/5

Integrations

5/5

Pricing clarity

5/5

Evidence

3/5

Setup

4/5

The facts

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: Prospector finds target accounts and sorts outreach for every rep each morning. CRM Manager keeps every account, contact, and field current continuously. Deal Driver keeps sales managers in sync with pipeline. Researcher investigates target accounts to find the best engagement approach. Forecaster automates the forecasting process. Portfolio Manager writes weekly account summaries. Retention Forecaster produces AI-built quarter forecasts. Health Monitor scores accounts using multi-signal data from CRM, support tickets, and call transcripts. Olivia also operates as a customer-facing agent that onboards users, answers questions, and opens tickets when she cannot resolve an issue. Oliv integrates natively with 30+ tools across eight categories. CRM connections include Salesforce, HubSpot Sales Hub, Zoho, Pipedrive, Close, Copper, Freshworks CRM, and Microsoft Dynamics 365, all with bidirectional sync. Conversation intelligence platforms include Gong, Clari, Avoma, Chorus, and Grain. Meeting recorders include Fireflies.ai, Fathom, tl;dv, and Otter.ai. Prospecting tools include Apollo.io, Outreach, ZoomInfo, and Salesloft. Communication channels include Slack, Microsoft Teams, Google Chat, Gmail, Microsoft Outlook, Zoom, Google Meet, and Webex. Missing from the integration list: Intercom, Zendesk, and Freshdesk for support ticket ingestion, which limits health scoring depth for teams running separate support systems. No MCP server is available. Pricing is modular and public with annual commitment required. The Oliv Notetaker starts at $19 per user per month, or teams can bring their own recorder at no cost and add only the agents they need. Meeting Insights at $29 per user per month adds custom AI scorecards, meeting coaching, smart playlists, global Ask AI, and real-time answer assistant. Deal Insights at $29 per user per month adds AI sales methodology tracker, win/loss deal analysis, deal health scoring, and pipeline reviews. Individual agents are available as separate add-ons. Viewers and collaborators are always free. For teams evaluating Gainsight Customer Success (custom pricing, 6 to 9 month implementation) or ChurnZero (custom pricing), Oliv's transparent per-user model and fast deployment are significant differentiators. Oliv AI is not the right fit for enterprise CS organizations that need deep playbook configuration and renewal workflow automation at the Gainsight Customer Success or Totango level. Teams already invested in Vitally or Planhat for mid-market CS will find overlap in health scoring but should evaluate whether Oliv's sales-side agents add enough incremental value to justify a platform switch. The G2 review base is still small at 6 reviews, making independent validation limited compared to established competitors. Q2 2026 state: Oliv AI has raised $5.2M in seed funding from Foundation Capital and Spider Capital. The platform is SOC 2 Type II, GDPR, HIPAA, CCPA, and ISO 27001 certified. The product has evolved from a CS-focused platform to a full revenue intelligence platform with Super Agents (Olivia and Oliver) and an expanded agent suite spanning sales development, onboarding, enablement, customer success, revenue operations, and account management. Named customers with published case studies include Shopify (17% sales cycle reduction), Turing (10 hours/week saved on admin tasks), and MissionCloud (15% close rate improvement). Implementation runs instantly for basic setup, with full customization (workflows, models, dashboards) typically completing in 2 to 4 weeks. G2 profile shows 4.7/5 across 6 reviews. Product Hunt earned #2 Product of the Day with 884 upvotes.

Pricing

subscription · $19/mo

View pricing ↗

Segment

b2b

Setup

easy

Verified

Jun 26, 2026

Transparency

Public

Contract

Annual Only

Data training

Not Disclosed

Autonomy

Human Optional

Capabilities

churn-preventionhealth-scoringexpansion-trackingcrm-syncreportingforecastingautonomousconversation-intelligence

Pros & Limitations

Editorial assessment

Pros

  • Modular pricing starting at $19/user/mo undercuts legacy CS and revenue intelligence platforms by an order of magnitude. The bring-your-own-recorder option means teams pay only for the agents they actually use. Viewers and collaborators are always free.
  • Super Agents (Olivia as Chief of AI Staff, Oliver as Chief GTM Engineer) plus a full execution-layer agent suite operate without per-action approval. Agents handle weekly summaries, churn flagging, expansion detection, CRM hygiene, deal driving, prospecting, and customer-facing onboarding in parallel.
  • Integration depth across 30+ tools with bidirectional CRM sync means Oliv captures context from meetings, emails, calls, and CRM records automatically. Eight CRM platforms are supported natively, giving teams flexibility to connect without custom middleware.

Limitations

  • G2 profile has only 6 reviews at 4.7/5 as of Q2 2026. Independent validation is limited compared to established competitors. Product Hunt traction (884 upvotes, #2 of the day) and vendor-published case studies with Shopify and Turing provide supplementary evidence.
  • The platform spans sales and customer success rather than being purpose-built for CS. Teams evaluating pure CS platforms like Gainsight Customer Success, ChurnZero, or Vitally may find the sales-side agents unnecessary overhead.
  • Missing native integrations with major support platforms (Intercom, Zendesk, Freshdesk) limits health scoring depth for teams that run separate support ticket systems alongside their CRM.

Technical Details

Deployment
webapi
Model architectureProprietary
Avg setup timeInstant for basic setup (connect CRM, start recording); 2 to 4 weeks for full customization (workflows, models, dashboards)
Autonomous rateAutonomous agents handle weekly account summaries, churn risk flagging, expansion opportunity detection, customer-facing onboarding, and CRM updates without per-action CSM approval. Human oversight available through configurable agent guardrails.
Integrations
SalesforceHubSpotZohoFreshworks CRMCopperClosePipedriveMicrosoft Dynamics 365GongClariAvomaChorusGrainHighspotSeismicGuruMindtickleFireflies.aiFathomtl;dvOtter.aiReadApollo.ioOutreachZoomInfoSalesIntelSalesloftGmailMicrosoft OutlookSlackMicrosoft TeamsGoogle ChatWorkplaceZoomGoogle MeetWebex
Security
SOC 2 Type IIGDPRHIPAACCPAISO 27001

Similar agents

Rating

4.0/ 5

Editorial score

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Recognition

Transparent PricingListed 2026
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Industries

SaaSB2BEnterpriseSMBStartups

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