The Platform
The chat agent, the action agent and the artifact agents all run on one auditable record. Every answer names what it rests on, and says so when it does not know.
Connect in an afternoon, see impact in days.
The chat agent, the action agent, the artifact agents and the MCP server are four surfaces onto one record: each answers, acts, drafts or serves from the same dealgraph, and each names the facts it rests on.
Chat agent
What is holding Northwind up?
Budget has not come up in 22 inputs.
The economic buyer has missed the last two meetings.
budget · inferred absentattendance · calendar
Action agent
HighGet Marcus into the pricing meeting
WhyA pricing meeting without the person who signs cannot close either gap.
Resolves whenMarcus is on the 14 Oct invite, or a budget figure is observed.
Artifact agents
Proposal · Northwind Corp
1 · Your situation, in your words
2 · How we respond, criterion by criterion
3 · Commercials
12% discount asked · your limit is 10% · held for VP approval
MCP
observed.deal.champion
"value": { "person": "Priya Nair" }
"coverage": { "inputs": 14, "read": 14 }
"producer": "champion-resolver@2.3"
Your context
Your ICP, your products and pricing, your playbook and your policy limits are declared once and versioned. Every agent reads them, so an answer is not just specific to your deal, it is correct for your company.
Playbookv4
ICPv3
Pricingv7
Catalogv12
The action agent
Fires on your exit criteria, not a generic checklist. Budget unconfirmed is a gap because your playbook says it is.
Artifact agents
A proposal is held for approval because 12% is over your limit of 10%, and it says which limit and which version.
The chat agent
Champion means what your playbook defines, so the answer matches how your team actually qualifies.
Your own agents, through MCP
The same declared context reaches whatever you build, so your automations inherit the rules rather than restating them.
Declared context is versioned, so an artifact built in October still resolves against what your pricing said in October.
Your playbook is declared once: stages, exit criteria, policy limits. Every day the action agent reads it against every deal, and each rep sees only what applies, with the reason attached. An action is a condition, not a to-do. It fires when the condition is true, resolves when the fact changes, and if a rep dismisses it the reason becomes a fact the engine reads next time.
Fires when a condition is true, resolves when the fact changes, never a to-do list that rots.
Stages, exit criteria and policy limits live in your company context, versioned, and are read against every deal every day.
An action fires when its condition is true and resolves when the fact changes. Nothing sits in a list going stale.
Each rep sees only what applies to their deals, with why, how, and what resolves it.
If a rep dismisses an action, the reason is recorded, and the engine reads it the next time the rule runs.
Every action rests on facts that carry their evidence, source, time and coverage. No generic advice.
Maya Chen acts as a strong champion, reporting directly to the CFO and actively driving the internal evaluation. Daniel Okafor supports this by socializing the solution with the enablement team.
VP Revenue Operations
Motivation
Positive· 3
Advocacy
Strong · 5 confirmed
Influence
Medium
Director of Sales Enablement
Motivation
Positive· 5
Advocacy
None
Influence
Unknown
Every deal gets its own workspace, organized into two layers that work in concert. The insights layer is where the deal is understood. The execution layer is where the deal is advanced.
summary
The deal's single source of truth: stage, amount, close date, key contacts, and narrative status.
meetings
Meeting summaries, key insights, and risk signals extracted from every call. Plus one-click prep for the next meeting.
MEDDICC
Evidence-based methodology scoring across all dimensions, linked to specific call transcripts and emails.
stakeholders
The full buying committee mapped inside the workspace. Roles, influence, sentiment, and multi-threading gaps.
objections
Tailored responses from the company's playbook, the buyer's specific concerns, and the deal's value story.
dealmail
The deal's own inbox. AI-drafted emails grounded in full deal context, ready to review and send.
mutual work plan builder
Collaborative timelines between rep and buyer: milestones, owners, dates, and dependencies.
pitch builder
Deal-specific pitches built from MEDDICC evidence, stakeholder priorities, and the buyer's stated pain points.
proposal builder
One-click proposals grounded in real deal data, competitive positioning, and your value framework.
objection handling
Tailored responses from the company's playbook, the buyer's specific concerns, and the deal's value story.
dealdocs
Every artifact is saved, searchable, and proactively resurfaced when relevant. The deal's knowledge library.
competitive strategy builder
Deal-specific competitive strategy built from your battle cards, the buyer's evaluation criteria, and real-time market intel.
the chat agent
Ask anything of the record: what is holding a deal up, which commits are real, what changed since Friday. Answers cite their facts and say what they do not know.
The workspace that makes executing the deal the easiest thing a rep does all day.
The action agent tells you what to do next, with the reason attached and the artifact ready to go. No more figuring out priorities or starting from blank.
The chat agent has read every email, listened to every call, and knows your methodology inside out. Ask it what is actually holding a deal up.
The record shows what changed on your deals since Friday, ranked, with the reason attached. Preparing for a call is reading, not reconstructing.
dealmail drafts the right email in seconds, grounded in what actually happened in the deal, not a template.
The record shows which commits are real, checked against your own exit criteria, without a pipeline review. Evidence per deal, not a color.
The chat agent answers from the record across every deal. "Which of these commits are real?" Answered with the facts behind each one.
The action agent shows whether your methodology is being followed, not by checking CRM fields, but by what the record says happened.
The dealgraph reveals which deals are structurally at risk: single-threaded, missing key roles, or losing stakeholder sentiment.
Company context turns your methodology into declared rules: stages, exit criteria and policy limits applied to every deal, versioned, without another training cycle.
The data workbench shows where the data is thin and who owns fixing it. Correct any fact and have the correction stick.
MEDDICC scores measure adherence from real deal evidence, not from CRM checkbox hygiene.
MCP exposes the same record to your own agents. Ask for a champion by name and get it back typed, with its evidence and its coverage.
Connect one pipeline in an afternoon. Then ask it anything, and check what every answer rests on.