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Deal Assistant

No deal gets forgotten in the pipeline

Process-aware agent tracking deal lifecycle, identifying stale deals and proposing follow-up actions

Every week it does for you:

  • Reviews the pipeline for stalled deals and missed close dates
  • Suggests next steps and drafts follow-up emails after meetings
  • Analyses lost deals and forecast accuracy
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Sales Coach — assistant output panel
Sales Coach — assistant output panel

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Skills

17 skills

  • Sales Velocity Tracker

    Measures real days-to-close and flags deals sitting far longer than your winning average.

  • Deal Coach

    Watches the pipeline for stalled deals, suggests next best actions and warns about deals at risk.

  • QuotationProposes · needs approval

    Follows each quotation through its lifecycle and proposes timely follow-up or conversion to an order.

  • Sales OrderProposes · needs approval

    Follows each sales order through its lifecycle and proposes fulfilment or escalation when it gets stuck.

  • Pricing Optimizer

    Analyses quote win and loss rates by product, price point and discount to find pricing that works.

  • Quotation Pipeline

    Monitors funnel health: forgotten drafts, unanswered quotes, stuck approvals and quotes about to expire.

  • Sales Order Health

    Scans for confirmed orders never started and in-progress orders taking too long so you can act.

  • Product Analysis

    Per-product view of sales performance, pricing and discounting, and price sensitivity on won and lost deals.

  • Upsell Opportunities

    Compares each customer's purchase history with your catalog to uncover upsell and cross-sell opportunities.

  • Segment Suggester

    Analyses a sample of your contacts to propose meaningful customer segments with ready-to-use filters.

  • Campaign Attribution

    Measures marketing campaign effectiveness through the quotation and order revenue attributed to each campaign.

  • Customer Return

    Follows customer returns through their lifecycle and flags returns stuck waiting for processing.

  • Commission Calculator

    Audits weekly for fulfilled orders missing commission entries and commission runs stuck in draft.

  • Follow-up Email DrafterProposes · needs approval

    Drafts thank-you or follow-up emails after meetings for the salesperson to review and send.

  • Pipeline Review

    Runs the weekly pipeline inspection: commit versus best-case forecast plus each deal's next step.

  • Lost Deal Analyst

    Analyses closed-lost deals by reason, value and competitor to find the patterns worth changing.

  • Forecast Accuracy

    Measures how often deals close by their forecast date and lists open deals already past it.

In chat

Sample questions on live data

Every answer is a proposal inside the asker’s permission scope. Writes still wait for an authorised person.

1

Which deals are stalling this week?

Deal Coach

  1. 1.Reads stage age and missing next steps
  2. 2.Names the blocker on each deal
  3. 3.Drafts a coaching note for the manager

Coaching, not a forced stage change.

2

Is our forecast honest?

Forecast Accuracy Monitor

  1. 1.Compares last period’s commit to what closed
  2. 2.Shows who sandbagged or stretched
  3. 3.Proposes a cleaner commit list

A conversation starter for the forecast call.

3

Where did we lose, and to whom?

Lost Deal Analyst

  1. 1.Groups losses by reason and competitor
  2. 2.Points at the stage where deals die
  3. 3.Suggests one play to test

A pattern, not a blame list.

See also

Nearby apps and assistants

The person decides, not the AI

Every write an assistant proposes waits for an authorised human to approve it. Nothing executes on its own.

Book a demoSee all 35 assistants