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Agent 02 ยท Sales & CRM

Deal inactivity & next-step coach

Detects stalled deals, diagnoses why, and writes the rep's next move for them.

Walkthrough

Watch me explain this agent.

The pain point

Deals quietly die in pipeline stages because no one catches inactivity in time. Reps know a deal is cold but don't know what to say next. Managers review pipelines manually and often too late to recover a deal.

The goal

Automatically monitor every deal's stage age and activity log, surface stalled deals before they're lost, and give the rep a ready-to-send follow-up email and specific next-step recommendation โ€” based on what has worked historically.

How the agent works

Step by step.

Step 01
Monitor stage age vs expected time
Step 02
Check activity log for recent actions
Step 03
Activity found โ†’ analyze & coach next step
Step 04
No activity โ†’ flag as risk
Step 05
Write follow-up email draft
Step 06
Post summary update to rep
Business value

What changes for your team.

More
deals recovered before they go cold
Faster
pipeline velocity โ€” less time stuck per stage
Ready
follow-up email drafted โ€” rep just hits send
Work impact

Sales reps spend less time deciding what to do next and more time executing. Managers replace manual pipeline reviews with an agent that flags issues instantly. The CRM activity log becomes a coaching tool, not just an audit trail.

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