Research Agent
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Account intelligence: news, M&A, top priorities and challenges from 10k reports, org moves, and more.
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Prepares rep in seconds to first meeting with a research deck.
Qualification Agent
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Deep MEDDPICC deal evaluation.
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Scores Champions, Economic Buyers, metrics and risk factors.
inspection agent
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Autonomous deal inspection & bottom-up forecasting.
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Highlights fact vs. opinion, slippage risk, and win/loss patterns.
Debrief Agent
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Captures notes from face-to-face meetings.
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Updates CRM and prep for next meetings.
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Coaches reps on deal strategy and how to overcome blockers.
Analytics Agent
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dentifies slippage risk, Finds win/loss patterns (use case, competitor, pains, velocity, etc.)
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Real time dashboards & adoption insights.
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Measures re performance for better team coaching.
Discovery Agent
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Captures every conversation: calls, emails, Slack, meetings.
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Extracts signals, risks, and actions — Privacy-aware and channel-agnostic.
Sales Content Agent
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Collaborates with the Discovery Agent.
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Generates content to move the deal forward based on captured signals.
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Creates the following: first meeting deck, MEDDPICC QBR slide, POC readiness doc, relevant case study, relevant battle card and more.
Value Consultants Agent
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Guides reps on value discovery. Adapts discovery based on what is found.
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Auto generates business cases, BVAs, and Value Hypothesis Decks.
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Reports back to Salesforce on progress and completeness.
