Sales agent
Live in 4 days on average
Pipeline Follow-up
Drafts follow-ups after every call, updates the opportunity and nudges deals that have gone quiet.
2.1×
more follow-ups sent within 24 hours
SAMPLE RUN · REPLAYABLE
TRACED
Trigger
Meeting ended · Kestrel × Northfield call
0.0s
Research
Call notes and open opportunity
1.1s
Decision
Next step: security review · owner Dana
0.5s
Action
Follow-up drafted · sent after approval
1.4s
Action
Opportunity updated · stage Evaluation
0.6s
Result
Reminder set for Thursday 10:00
0.3s
Every step, tool call and decision is recorded
OVERVIEW
What it does
Drafts follow-ups after every call, updates the opportunity and nudges deals that have gone quiet.
Teams typically go live in 4 days. They start in shadow mode, where Pipeline Follow-up proposes every action for review, then switch on autonomy for the decisions it handles reliably.
How it decides
The agent works from your written policies and live data from your tools. When a case falls outside policy, or its confidence drops below your threshold, it escalates to a person with a summary of the research so far.
Guardrails
Scoped tool permissions enforced by the runtime
Approval gates for high-value or irreversible actions
A full run trace for every decision
An eval suite built from your own historical cases
Capabilities
Summarises calls into next steps
Drafts personalised follow-up emails
Updates stage, amount and close date
Flags stalled deals with a suggested play
Post-call follow-up
Turns call notes into a sent follow-up within the hour.
Stalled deals
Finds opportunities with no activity and proposes a nudge.
Forecast hygiene
Keeps close dates and next steps current.
