Sales Intelligence Agent
Conversation-aware sales intelligence with pipeline visibility and next-action recommendations.
Why sales context gets lost across the funnel
- ●Critical account context is spread across calls, emails, and CRM updates.
- ●Teams struggle to convert unstructured conversations into pipeline action.
- ●Deal risk signals are identified late without historical pattern awareness.
- ●Managers need better guidance on next best actions for each opportunity.
What Sales Intelligence Agent provides
Call Intelligence
Acme Corp discovery call · 32 min · Mar 08
Intent Signals
Buyer mentioned competing vendor evaluation
riskAsked about multi-team pricing
expansionTimeline urgency — end-of-quarter deadline
closingCall Summary
Sales conversation analysis
Extract buying intent, objections, and momentum from sales interactions.
Call Intelligence
Acme Corp discovery call · 32 min · Mar 08
Intent Signals
Buyer mentioned competing vendor evaluation
riskAsked about multi-team pricing
expansionTimeline urgency — end-of-quarter deadline
closingCall Summary
Pipeline progression tracking
Monitor deal movement and risk signals across active opportunities.
Deal Pipeline
Active deals · Q1 2026 · $1.34M weighted
| Deal | Stage | Value | Win % |
|---|---|---|---|
| Acme Corp — Growth Plan | Negotiation | $420k | 78% |
| NovaTech — Enterprise | Proposal | $680k | 62% |
| Helix Labs — Platform | Discovery | $240k | 41% |
Total Pipeline
$1.34M
Avg Win Rate
60%
Deals Active
3
Pipeline
Engagement insight extraction
Surface account-level participation and influence patterns.
Account Health
Engagement scoring across active accounts
| Account | Health | Engagement | NPS |
|---|---|---|---|
| Acme Corp | healthy | 92% | 72 |
| NovaTech | at-risk | 54% | 38 |
| Helix Labs | healthy | 87% | 64 |
Overview
Next-action recommendations
Guide reps with context-aware actions for deal advancement.
Recommended Actions
AI-prioritized next steps to advance deals
Send competitive positioning deck to Acme Corp
Competitor evaluation detected — response within 48h critical
Schedule executive sponsor meeting for NovaTech
Low engagement score — exec alignment needed to de-risk
Share multi-team pricing proposal for Helix Labs
Buyer asked about team licensing — expansion signal detected
Actions
Policy-bound agents
Capability enforcement ensures autonomous systems operate within explicit boundaries.
Governance Flow
Policy-bound agent execution ensures autonomous systems operate within boundaries.
Autonomous systems require explicit boundaries.
Where it sits in the stack
PlantoOS Architecture
The stack relationship between apps, agents, runtime, and systems.
Applications
Products and workflows
Agents
LLM-powered autonomous units
PlantoOS Runtime
Execution · orchestration · control
Capability Layer
Policy enforcement and tool access
Medhara Core
Memory · governance · lineage
Enterprise + Public Systems
Databases, APIs, infrastructure
A new compute layer for systems operated by agents.
Key workflows
How data flows through the system in typical usage patterns.
Workflow 1
Input
Sales interaction stream
Core Process
Extracts intent, objections, and commitment signals
Output
Structured account intelligence updates
Workflow 2
Input
Pipeline review cycle
Core Process
Evaluates progression patterns and stall indicators
Output
Deal health and risk prioritization
Workflow 3
Input
Rep action planning
Core Process
Generates context-aware next-step recommendations
Output
Improved execution focus by opportunity
Measured outcomes
↑ 15–30%
Pipeline visibility quality
↑ 10–20%
Rep follow-up effectiveness
↓ 15–25%
Deal stall duration
Indicative ranges from internal benchmarks and early deployments; results vary by workload, model, and infrastructure.
How it integrates
SDK-first integration — governed from the first line of code.
Connect sales data
Integrate CRM, call, and communication channels
Define funnel logic
Configure stage transitions and risk markers
Guide execution
Deliver next actions directly in sales workflows