Use Case 1
Proactive Pipeline Scan
Trigger: Scheduled or on-demand pipeline health check
1.Scan active deals for staleness and close-date proximity
2.Weigh activity recency and value at risk
3.Combine factors into a per-deal risk read
4.Write a brief risk briefing with a concrete next action
5.Rank by dollars at risk
6.Write risk flags back to the CRM
✓
At-risk deals surface with a specific action before they slip, not after.
Use Case 2
Noise-Controlled Briefing
Trigger: Rep wants only genuinely unattended risk
1.Suppress recently touched deals
2.Skip deals already carrying an open flag
3.Optionally filter below a value threshold
4.Rank the remainder by combined risk
5.Deliver a focused, rep-ready briefing
✓
Reps see only the deals that actually need them, keeping the signal trustworthy.
Integrations
CRM (Salesforce, HubSpot)
Deal Score & Risk Flag Records
Activity & Opportunity Data
Slack / Teams (briefings)
Dashboards & Charts
Industries
all
See It In Action
A sample conversation with this agent
What in my pipeline needs attention today?
Scanning every active deal for staleness, close-date proximity, activity gaps, and value at risk. Today: three deals worth $410K are stale—no activity in 12+ days with close dates inside 30; two high-value deals have close dates that already slipped once; one large deal has a single-threaded contact. Each gets a two-line briefing and a concrete next action—not just 'follow up,' but who to reach and why. I'm writing risk flags to the CRM so they're visible to the team too.
Half of these I already know about—cut the noise.
Fair. I'll suppress deals you've touched in the last 48 hours and ones already carrying an open risk flag, so you only see genuinely unattended risk. I'd rather show you five deals that actually need you than twenty you're already working. Want me to also mute deals below a value threshold so the briefing stays focused on the ones that move the number?
Which single deal is the biggest risk right now?
The $240K renewal-expansion in Scoping. It combines three risk factors: no activity in 16 days, a close date nine days out, and a champion who went quiet after a reorg. Any one is manageable; together they say this deal is drifting toward a slip. The next action I'd take today is a multithread—reach the economic buyer directly rather than waiting on the silent champion. Want the briefing as a rep-ready note?