AI-Powered Territory Assignment

Stop manually assigning territories and empower your reps to sell faster. See how Octave’s AI agents use your live ICP to qualify and route every lead with precision.

Launch new territories faster

Accelerate market expansion and ramp new reps in hours, not weeks. Our AI agents automatically qualify and assign prospects based on your live ICP, eliminating manual workflows and freeing your GTM team to focus on strategy and active selling.

Improve targeting and conversions

Ensure the right reps engage the right accounts. Octave uses natural-language qualifiers and real-time signals to assign territories with precision, boosting reply rates and pipeline growth by aligning every outreach motion with your ideal customer profile.

Streamline GTM orchestration

Manage complex, multi-product GTM motions with a single, hands-off flow. Octave integrates natively with your stack, including Clay, to automate routing and remove fragile, prompt-heavy workflows.

  • Reduce maintenance overhead for RevOps.
  • Improve your existing GTM stack ROI.
  • Decrease customer acquisition cost.

How AI Territory Assignment works

Octave uses AI agents and a native Clay integration to qualify and route leads in a simple, automated flow.

Define Your Qualifiers

Codify your ICP and product qualifiers in plain language within Octave’s Messaging Library. No complex formulas or black-box models required.

Run Qualification Agents

Octave’s agents combine firmographic, product, and CRM signals with Clay's geographic data to qualify prospects against your ICP in real time.

Assign and Sync

Qualified prospects are automatically assigned to territories. The data syncs directly into your sequencer or CRM through our API and native integrations.

Features

Resources

Ingest and codify company assets (e.g., websites, docs, decks) into actionable intelligence.

Library

Define and align core value propositions, target segments, and buyer personas.

Playbooks

Create hyper-personalized messaging for every niche, persona, and segment you target.

Agents

Power real-time workflows with agents grounded in your ICP and GTM strategy.

Styles

Encode tone of voice, brand identity, and the language patterns behind your best-performing CTAs.

Prospector

Surface every high-value contact in your target market—fast.

“We’ve tried a lot of AI tools, but Octave is the first one that actually works the way our sales team needs it to. It understands real personas, real pain points, and creates messaging that lands. It’s become a core part of our modern GTM stack.”
Mollie Bodensteiner
VP RevOps, Engine
"Working with Octave has been a game changer for VELOX. Their AI platform has helped us streamline our messaging well beyond what we’ve seen with out of the box models like ChatGPT, Claude, or Gemini; and easily integrated into our existing stack. What really sets them apart is the support. Their team has been available 24/7 and has gone above and beyond to ensure our continued success. This level of commitment is rare, and it’s why we’re all in on Octave."
Joe Rowett
CEO, Velox
"Octave is the first agentic platform that may truly save us headcount. Its ability to understand our product and market paired with actionable suggestions, makes it the missing link between GTM strategy and execution. Whether you use it for outbound messaging, segmenting your customer base, or just creating GTM playbooks, you'll be amazed at how strong the results are."
Mallory Lee
VP RevOps, PhoneBurner
"Octave has saved me countless weeks of manual research by enabling me to build rich, granular, and targeted GTM playbooks for my key personas. Previously this work would have taken 40+ hours of manual work and a dedicated team of product marketing resources. I can now tune the messaging to exactly what matters most to my audiences in minutes. Our next journey with Octave is applying this to agentic AI GTM programs."
Andrew Jacob
Director of Strategic Growth, QAD
"Octave is helping transform the quality and efficiency of our outbound marketing, but the people are what make it game-changer for us. When we need help, the Octave team is there. Outside normal working hours? No problem. Need a feature implemented urgently? They’ll take you seriously, not just brush you off with “we’ll put it on the roadmap”. This stuff isn't easy, but Octave demonstrates daily that they are invested in our success."
Mitch Speers
CRO, BuyerForesight
"Octave is the first agentic platform that may truly save us headcount. Its ability to understand our product and market paired with actionable suggestions, makes it the missing link between GTM strategy and execution. Whether you use it for outbound messaging, segmenting your customer base, or just creating GTM playbooks, you'll be amazed at how strong the results are."
Mallory Lee
VP RevOps, PhoneBurner

Related AI Capabilities

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FAQ

Frequently Asked Questions

Still have questions? Get connected to our support team.

How does Octave handle complex, multi-product territory assignments?

Octave is designed for B2B SaaS companies with fragmented TAMs and multiple products. Our agentic playbooks and dynamic qualification models scale across all your use cases and personas, ensuring assignments remain precise as your GTM strategy evolves.

Do I need to replace my existing GTM stack like Clay or Outreach?

No. Octave integrates with the stack you already own. It acts as a GTM context engine that pipes qualification scores and assignments into tools like Clay, Salesloft, and Outreach, adding orchestration power without forcing a rip-and-replace.

How is Octave's qualification different from a standard lead scoring model?

Unlike static, black-box CRM scoring, Octave uses qualification agents you define in natural language. These agents are transparent, easy to update, and draw on a living model of your ICP and real-time signals, so they never drift off-message as the market shifts.

What kind of data does Octave use for qualification?

Octave combines first-party signals from your CRM or warehouse (like product usage), second- and third-party data from Clay enrichments, and live web scrapes. For territory assignment, it leverages Clay’s native geographic and account mapping data to inform routing decisions.

Build your generative GTM motion today