Deals at Risk Agent
Scans open opportunities for fading engagement and risk signals, and surfaces alerts to reps with next-best actions.
A pipeline report shows a deal still sitting in 'commit.' This agent reads the silence underneath it, no reply in twelve days, the champion gone quiet, and tells the rep what to do before the close date slips.
What it does
By the time a deal's close date moves in the forecast, the rep has already lost the room. The Deals at Risk Agent watches engagement and activity on open opportunities across CRM and conversations, flags the fading signals while there's still time, a stalled thread, a single-threaded deal, a no-show, and surfaces the next-best action to the rep so risk gets worked, not just reported.
- Watches engagement and activity on open deals
- Flags risk before the close date moves
- Suggests the next-best action to save it
Runs under Safe Autonomy. Every move is proposed, approved on your terms, committed, and reversible in one click.
How it works
Trigger to committed action. Every step is logged, and the final write is reversible.
- 1Trigger
Risk signals appear on an open deal
An open opportunity shows decay: no inbound reply in days, a dropped meeting, engagement narrowing to one contact, momentum stalling against its stage. The deal is read live off the context layer and forecast surface.
- 2Step 01
Read the engagement
It tracks email replies, meeting attendance, and multi-threading on the deal, comparing current activity to the pace healthy deals at this stage sustain.
- 3Step 02
Diagnose the risk
It names the specific problem, single-threaded, champion gone quiet, slipping against close date, instead of a vague risk score.
- 4Step 03
Suggest the save
It proposes the next-best action tied to the diagnosis: multi-thread to a named stakeholder, re-engage the quiet champion, or escalate to the manager.
- 5Commit
Alerts the rep in Slack, flags the deal in CRM
The agent posts the at-risk alert with its diagnosis and suggested action to the rep's Slack and writes a risk flag to the CRM opportunity. Dismissing the alert reverses the flag.
In practice
A rep's forecast shows a six-figure deal still in 'commit' for the quarter. What the report doesn't show: the champion stopped replying twelve days ago and the last meeting was a no-show.
The agent caught the engagement decay, diagnosed the deal as single-threaded with a quiet champion, and posted a Slack alert suggesting the rep multi-thread to the named economic buyer this week.
The rep works the risk while the quarter is still open, reaching a second stakeholder, instead of finding out on close day that the deal quietly slipped.
More SDR & Sales agents
Put the Deals at Risk Agent to work
It ships on the stack you already own and starts proposing moves the week it goes live. You approve the first few. It earns the longer leash from there.