What teams typically ask us for

Pipeline insights agent

Reps ask "deals stuck > 30 days in proposal" in plain English, governed to what each rep can see.

Forecast & commit agent

Rolls up rep forecasts, flags slips against last week's commit, and gives the CRO a defensible call number.

Stuck deal recovery agent

Identifies deals slipping through the floor and drafts the right unstick play with champion mapping and next steps.

Call to CRM agent

Meeting notes, next steps, and CRM updates written automatically after every call.

Lost deal review agent

Reads closed lost notes and call transcripts to surface the patterns: pricing, missing features, the same competitor showing up again.

Account research agent

Pre meeting briefs that pull CRM, product usage, and public signals into a single page.

Proposal drafting agent

Turns a discovery call and the customer's tech stack into a first draft proposal in the right format.

Churn risk agent

Flags at risk accounts by cross referencing product usage, ticket sentiment, and renewal timing.

Renewal prep agent

Pulls the right account slices, usage trends, and open risks into a renewal brief, ready for the CSM to review.

Expansion opportunity agent

Surfaces upsell candidates from product usage and contract data, with the talking points drafted.

Support escalation agent

Watches ticket volume, sentiment, and exec involvement to flag accounts going sideways before the renewal call.

EBR briefing agent

Pulls usage, value delivered, and expansion asks into an exec ready brief, customized for each customer's decision maker.

Onboarding milestone agent

Tracks first 90 day milestones and flags accounts falling behind the activation curve before they fade.

Monthly close agent

Ties out statements, flags breaks with proposed explanations, and produces the audit trail.

Forecast variance agent

Explains plan vs actual gaps line by line, with the operating drivers behind each variance ready for board commentary.

Exception detection agent

Finds anomalies in the close, surfaces them to controllers with evidence and a suggested action.

AR & collections agent

Watches aging, drafts the right dunning sequence per account, and accelerates cash without burning customer goodwill.

Vendor spend agent

Cross references vendor invoices, contracts, and usage data to surface consolidation and renegotiation candidates.

Headcount & comp agent

Models headcount and comp scenarios against plan, with the math and assumptions laid out for the leadership review.

Contract review agent

Extracts terms from vendor agreements and compares them against your negotiating playbook.

Expense audit agent

Reviews expense submissions against policy, flags violations, and drafts the explanation ask to the submitter.

Incident response agent

On call triage that reads logs, dashboards, and runbooks, proposes the likely cause, and drafts the postmortem.

PR review agent

Reviews every PR for correctness, security, and test coverage gaps before a human reviewer ever sees it.

Security triage agent

Reads CVE feeds and SAST output, ranks by reachable risk in your codebase, and opens the patch PR.

SLO regression agent

Watches latency, error rate, and saturation against your SLOs and surfaces the diff that broke them.

On call handoff agent

Compiles the night's pages, the noisy alerts to tune, and the open threads into a handoff brief for the next shift.

Legacy migration agent

Grinds through Python 2→3, framework upgrades, and the rewrite backlog that's been on the roadmap for years.

Test generation agent

Generates unit and integration tests from real usage patterns and merges them behind your CI gate.