CX Sales Agents
A complete AI layer for your sales organization — account intelligence, lead and opportunity management, pricing, forecasting and rep productivity.
Cross-Sell Program Agent
Identifies expansion opportunities across your installed base, prioritizes them by revenue and sales readiness, and orchestrates coordinated marketing and sales plays.
Installed-base opportunity mining · Revenue & readiness prioritization View agent →Subscription Advisor Agent
Spots potential subscription issues early and explains the impact of adjustments, so account teams can proactively protect customer value across the lifecycle.
Early risk and issue detection · Adjustment impact guidance View agent →Account Plan Summarization Agent
Creates a ready-to-share account overview covering goals, strategies, opportunities, activities and key contacts.
One-click account overviews · Goals and strategy capture View agent →Sales Intelligence & Product Advisor Agent
Uses retrieval-augmented generation and predictive models to deliver real-time recommendations, document-based insights, SWOT analysis and data-driven guidance on accounts, contacts and products — inside the sales workflow.
RAG document insights · Predictive recommendations View agent →Account Advisor Agent
Summarizes account data, key contacts, subscriptions, invoices and any attached research or financial disclosure documents into instant account insight.
Account data summarization · Subscription and invoice roll-up View agent →Account Deduplication Agent
Detects duplicate accounts to keep your CRM accurate, with customizable matching rules that improve downstream predictions.
Duplicate detection · Custom matching rules View agent →Account Engagement Guide
Automates account planning and research by summarizing insights across business functions — surfacing upsell and renewal opportunities and the stakeholders that matter.
Cross-function research summaries · Upsell and renewal signals View agent →Account Engagement Scoring Agent
Measures how engaged each account is based on deal activity, interactions and sales team effort.
Engagement scoring · Deal activity signals View agent →Similar Account Finder Agent
Finds companies that look like your best customers — by industry, size and location — to source new prospects.
Lookalike matching · Industry, size and location filters View agent →Account 360 Summarization Agent
Gives a complete end-to-end view of an account, including key details from front- and back-office systems, directly in your CRM and Microsoft Outlook.
Front and back-office roll-up · Lifecycle status at a glance View agent →Contact Engagement Scoring Agent
Gauges each contact's engagement level so reps know the right time and approach for outreach.
Contact-level scoring · Outreach timing cues View agent →Lead Contact Recommendation Agent
Suggests new contacts for a lead based on past successful deals and interaction history with the sales team.
Win-pattern contact mining · Interaction-based suggestions View agent →Opportunity Contact Recommendation Agent
Identifies the stakeholders commonly added to similar opportunities, making it easier to build the right buying committee.
Similar-deal analysis · Stakeholder suggestions View agent →Opportunity Scoring & Next-Action Agent
Predicts the likelihood of closing each deal and provides actionable recommendations to improve win rates.
Win probability scoring · Next-best-action prompts View agent →Predictive Lead Scoring Agent
Highlights the most promising leads and opportunities while flagging deals that need extra attention.
ML lead scoring · At-risk deal flags View agent →Engagement Optimization Agent
Identifies your most engaged leads and opportunities so sales teams can tailor outreach for better results.
Engagement modeling · Tailored outreach cues View agent →Guided Product Recommendation Agent
Automatically recommends upsell and cross-sell products based on historical purchase patterns and frequently-bought-together analysis.
Purchase-pattern mining · Frequently-bought-together analysis View agent →Pricing & Discount Optimization Agent
Recommends discounts using probability-of-purchase models — reducing manual pricing effort and speeding up quote generation.
Win-probability pricing · Discount guardrails View agent →Sales Command Center Agent
Helps sales leaders run their territory — continuously monitors accounts, highlights key changes and risks, and recommends practical next steps for each account and opportunity.
Territory-wide monitoring · Risk and change alerts View agent →Analytics Insight Agent
Explains charts and analytics in plain language, suggests relevant follow-up questions and answers them conversationally.
Plain-language chart explanations · Suggested follow-up questions View agent →Incentive Compensation Agent
Deploys complex compensation plans and uses generative AI to answer payee questions, resolve disputes and troubleshoot crediting issues.
Complex plan deployment · Automated payee Q&A View agent →Incentive Rate Table Builder
Builds rate tables for sales credit calculation from pasted spreadsheets or plain-text requirement descriptions.
Paste-to-table conversion · Text-to-rules authoring View agent →Incentive Payee Advisor
Gives sellers real-time answers on incentive compensation plans and policy changes.
Real-time plan Q&A · Policy change alerts View agent →Forecast Summary Agent
Generates an on-demand summary of forecast performance, highlighting key metrics and whether the team is on track.
On-demand forecast summaries · Key metric highlights View agent →Compensation Plan Advisor
Translates complex compensation plans into clear language so reps understand their earning potential and stay aligned with business goals.
Plan-to-plain-language translation · Earning scenario modeling View agent →Opportunity-to-Quote Guide
Speeds up quoting with AI-driven insights, automated document generation and real-time account overviews that keep deals moving.
Guided quote workflow · Automated document generation View agent →Custom Prediction Agent (BYOM)
A bring-your-own-model framework for building custom sales predictions tailored to your business.
Bring-your-own-model support · Custom prediction targets View agent →Contract Compliance Agent
Provides end-to-end oversight of your contract portfolio — semantically analyzing signed agreements and contracts under negotiation to identify, prioritize and address risk.
Portfolio-wide risk scanning · Semantic clause analysis View agent →CPQ Admin Assist Agent
Reduces CPQ implementation and maintenance effort with guidance grounded in product documentation and your environment's configuration.
Configuration-aware guidance · Documentation-grounded answers View agent →Quote Advisor Agent
Helps produce accurate, compliant quotes by answering questions on pricing rules, configuration and approval policies during quote creation.
In-quote policy Q&A · Configuration validation View agent →Activity Logging & Follow-up Agent
Replaces manual data entry with AI-guided flows that log sales activities and create follow-up actions automatically.
Automatic activity capture · Follow-up action creation View agent →Quote Rewrite Assistant
Context-aware rewriting inside your quote editors — refining content for clarity, tone, grammar and impact in one click.
In-editor rewriting · Tone and clarity presets View agent →Express Reports Agent
Delivers complete, ready-to-use reports combining visuals and tables from simple prompts like "show me closed opportunities by stage for Q2."
Prompt-to-report generation · Visuals plus tables View agent →Sales Analyzer Agent
Produces charts and visualizations from plain-language questions, right inside your sales dashboard.
Natural-language-to-chart · Dashboard embedding View agent →Lead Advisor Agent
Highlights missed interactions, summarizes lead behavior and recommends next-best actions through a conversational interface.
Missed-interaction alerts · Lead behavior summaries View agent →Mobile Summary & Email Agent
Generates tailored account summaries and composes context-aware emails from CRM data — on mobile, wherever reps are.
Mobile account summaries · Context-aware email drafts View agent →Account Description Generator
Summarizes key company information from earnings reports and 10-Ks into concise account profiles directly inside the CRM.
Financial filings ingestion · Concise account profiles View agent →Meeting Agenda Assistant
Automatically generates meeting agendas from email threads, so every meeting is structured and productive.
Email-to-agenda generation · Topic extraction View agent →Sales Email Assistant
Drafts AI-powered customer responses so sales teams reply faster and more effectively.
Reply drafting · Full thread context View agent →Incentive Plan Content Assistant
Helps compensation admins generate, rewrite and summarize incentive plan terms and conditions inside the plan authoring tool.
Terms and conditions generation · Rewrite and summarize View agent →Sales Meeting Notes Assistant
Automatically summarizes sales meetings and generates action items so teams focus on selling instead of note-taking.
Automatic meeting summaries · Action item extraction View agent →Win Story Generator
Automatically turns closed deals into compelling success stories to share with prospects and internal teams.
Deal-to-story drafting · Proof point extraction View agent →Call Guide Authoring Assistant
Quickly creates structured, high-quality sales call guides with optimized language and branching logic, and summarizes them for fast onboarding.
Call guide generation · Branching logic View agent →Quote Assist Agent
An in-context assistant inside the quoting interface that troubleshoots errors, answers questions and offers guidance grounded in your knowledge base.
In-UI error troubleshooting · Grounded Q&A View agent →