Overview
Stop guessing what moves a deal forward. The agent reads calls, emails and CRM notes, then lays out who matters, what could stall it and the next moves to make.
Capabilities
- Shows who's involved and what each person cares about
- Warns about risks raised in recent calls
- Proposes next moves, each with an owner
Example output
Game plan — Initech renewal (sample)
Next moves
Get the CFO on a value review before Nov 15
Agent workflow
Step 1: Start the agent
User picks a deal.
Step 2: Collect the context
The agent reads the deal's calls, emails and notes.
Step 3: Deliver the result
The agent proposes a plan with next moves.