The agent watches every open deal for warning signs: quiet threads, missing stakeholders, slipping next steps. It flags them early, explains why, and prepares the move to get the deal back on track.
A champion goes quiet, a new decision maker appears, the next step keeps slipping. These signals are spread across calls, emails and the CRM, and nobody has time to watch every deal. By the time risk shows up in the forecast, it’s often too late.
The agent reads the same signals your best manager would, across every deal at once, and only raises its hand when something needs attention.
The agent keeps watch in the background. When a deal shows risk, your rep gets the reason and a prepared move, not just a red flag.
Monitors open deals across your CRM, calls and email.
Raises an alert when signals point to risk, with the reasons shown.
Prepares a recovery move for your rep to review, edit and approve.
From early-stage momentum to the final signature, the agent helps your team spot trouble while it can still be fixed.
Engagement across email and calls, stakeholder activity, stage progress and close-date changes.
Yes, it can be configured
No. It flags risk and prepares a move, but your rep reviews and approves before anything goes out.
No. Your data never trains public models and stays isolated to your account.
Bring a real pipeline and we’ll show you the risks the agent spots, and the moves it would make.
