Meeting prep, lead routing, deal risk — read from your CRM
Sol, your Sales Colleague, briefs reps before every meeting, enriches inbound leads, summarises calls, and surfaces deals at risk — grounded in Salesforce, Gong, and your enablement library.
Meeting prep, done before you join
Priya’s Okta lockout can be cleared via self-serve MFA challenge — no IT intervention required. If MFA fails, escalate to IT on-call.
Inbound lead router
Call summary → CRM + follow-up email
Deal risk detection
Grounded in your enablement library
Priya’s Okta lockout can be cleared via self-serve MFA challenge — no IT intervention required. If MFA fails, escalate to IT on-call.
12+ Sales playbooks
Visibility. Reasoning. Action.
Every playbook, every action, every answer follows the same three-beat rhythm — one that keeps every write behind evidence and every decision behind policy.
Visibility
Read the full context — who is asking, what they own, what they can access, what breaks if we touch it. Nothing acts on incomplete signal.
Reasoning
Match the request to a grounded answer or a playbook. Cite the source paragraph, weigh the risk tier, and route to the correct approver where policy demands it.
Action
Execute the write on your systems with an audit-log id, an entity list, and a rollback path. Confirm the outcome with the requester in the same thread.
From ask to resolution in one loop
Six stages every request travels. What changes is how many stages policy lets the agent execute without waiting on a human.
In Slack, email, widget, MCP, or the helpdesk. Same voice, same context.
Grounded lookup against your knowledge with source paragraphs held aside.
Read the Context Graph — who, what they own, what breaks if we touch it.
Route to the correct approver per policy. Reversible writes gated, destructive step-up.
Act on Okta, Stripe, Workday, GitHub, or your own systems. Logged and attributable.
Confirm the outcome with the requester. Feed the result back into future decisions.
Discount request → approved in 4 minutes
Deal desk in the loop, not in the way. The packet lands on the CFO's phone with numbers, not a debate.
The packet includes competitive context from Gong calls, deal-team history, and financial impact. Reviewer decides in 30 seconds, not 20 minutes.
The controls your security team is going to ask about
Works together with
Frequently asked questions
Common questions about Agentic Sales
Run sales on BeforeQuery
Book a demo and see what Agentic Sales does on your own data — usually within 45 days.