Scenario
Where this agent fits.
A lean sales motion has promising leads, founder-led calls, and inconsistent CRM hygiene. The assistant turns deal context into a clean next action queue.
Run walkthrough
What the supervised run does.
- Review open opportunities, recent email, call notes, and stage age across the pipeline.
- Flag qualified accounts with no next step, overdue follow-up, or missing decision-maker context.
- Draft concise prospect follow-ups and internal deal notes with the evidence attached.
- Prepare proposed CRM updates, reminders, and close-plan tasks for review.
Approval gates
Where the assistant stops.
- Sending prospect-facing messages
- Changing deal stage or forecast category
- Applying discounts or commercial exceptions
- Creating tasks for other owners