All
✓ Strong Fit
~ Partial Fit
⌕
All
✓ Strong Fit
~ Partial Fit
⌕
| Company ↕ | Fit ↕ | Overview | Specialisations | Stage ↕ | Location ↕ |
|---|
Pipeline Board
Drag prospects between stages
New
0
Contacted
0
In Conversation
0
Proposal Sent
0
Won
0
Lost
0
AI Apps Suite
Manual intelligence tools and autonomous agents — all powered by Claude API on Cloudflare Workers
⚡
Manual Intelligence Apps
16 Apps · You TriggerClick to open, fill your inputs, get instant AI output. Each app is a direct Claude API call — you stay in control.
All
Prospecting Intelligence
Meeting Intelligence
Account Intelligence
Deal Intelligence
Coaching
Strategy
Closing
◉
Autonomous Agents
Running 24/7 · Event-TriggeredThese agents run continuously in the background on Cloudflare Workers. They subscribe to business events, fire automatically, and push results into the CRM — no manual input needed.
Sales Intelligence Agent
domain-agent · autonomous · sales
Running
Continuously scans active deals for qualification gaps, stall signals, and risk factors. Fires on every DealUpdated event. Pushes findings to Recommendation Inbox automatically.
312
Calls Today
4
Active Scans
0.9s
Avg Latency
Deal Risk Monitor
autonomous-agent · monitoring
4 Alerts
Monitors all deals continuously for risk signals — no activity, lost champions, competitor presence, slipped close dates. Escalates critical deals automatically via Slack.
4
High Risk
9
Medium Risk
25
Healthy
Support Intelligence Agent
domain-agent · support
Running
Triages incoming tickets, detects sentiment, flags SLA breach risk, and auto-escalates to the right team. Fires on TicketCreated and TicketUpdated events.
23
Open Tickets
4
SLA At Risk
4.4
CSAT Score
Customer Success Intel
domain-agent · customer-success
2 Critical
Runs health scoring across all accounts on a schedule. Detects churn signals, champion departures, and expansion opportunities. Pushes tasks to the CSM team automatically.
89
Healthy
34
At Risk
8
Critical
Analytics Intelligence Agent
domain-agent · analytics
Idle · Next: 18:00
Runs pipeline forecasting and revenue roll-ups on a schedule. Produces the daily executive briefing at 06:00 and revenue summary at 18:00 automatically.
48
Runs Today
£4.2M
Tracked
18:00
Next Run
Automation Engine
system-agent · workflows
Running
Fires automation rules based on CRM events. High-risk deal alerts, follow-up nudges, Slack notifications, rep coaching triggers — all without any manual input.
34
Fired Today
12
Active Rules
89
Actions Taken
Prospect Engine
prospecting-agent · CAP-PROS-001
Running
AI-powered prospect discovery and company profiling. Finds companies matching your ICP brief, researches each one and builds full structured sales profiles including tech stack, pain points, opportunity analysis and pre-call briefs.
v2.0
Version
Professional
Tier
$0.052
Per Run
InputsClear all
Loaded Context
Intelligence Output
Fill in the inputs and click Run to generate intelligence output.
Command Centre
What changed, what's at risk, and where to focus today
💰 Revenue at Risk
£840K
⚠ 7 deals flagged
📈 Win Rate
34%
↑ +3pts
🔥 Top Actions Today
14
● pending review
🎫 Open Tickets
23
↓ -5
📊 What Changed
8
— signals since yesterday
🎯 Recommended Focus
Acme
↓ Risk score 85
Today's Priorities
5 items · ranked by value + risk
1
Re-engage Acme Corp — close date Feb 28
£420K deal. No activity in 12 days. No economic buyer confirmed. At current trajectory, deal will not close on time.
2
Assign CSM to FlexiCloud immediately
£48K ARR. Renewal in 23 days. Health score 52 and falling. No CSM currently assigned. Unmanaged churn risk.
3
Engage GlobalTech CFO — Richard Hayes
£185K deal. Economic buyer not contacted. Deal has been in Qualification 18 days. No progress without CFO sign-off.
4
Follow up on NovaStar proposal — competitor present
£290K deal. Proposal sent 8 days ago. No response. Competitor identified in procurement process. Window is closing.
5
Resolve GlobalTech SLA breach — ticket #4821
Breach window: 32 minutes. Second breach in 30 days. Contract contains SLA review clause above 2 incidents.
Pipeline Health TrendLast 6 months
Deal Risk HeatmapTop accounts
| Account | Value | |
|---|---|---|
| 85 | Acme Corp | £420K |
| 72 | GlobalTech | £380K |
| 65 | DataFlow Inc | £250K |
| 30 | CloudNine | £180K |
| 20 | NovaStar | £290K |
Customer Health Leaderboard
Recent AI RecommendationsView All →
Acme Corp deal stalled for 12 days
Schedule QBR with TechVista
DataFlow showing expansion signals
CoreData engagement declining
🔴 Deals at RiskNeeds attention today
Acme Corp — Enterprise Platform · £420K · No activity 12 days. Close date Feb 28. No decision maker confirmed.
Action: Re-engage champion · Owner: J. Doe
GlobalTech — CRM Migration · £185K · CFO not engaged. Deal stalled at Qualification for 18 days.
Action: Multi-thread to CFO · Owner: M. Torres
Full Suite Licence — NovaStar · £290K · Proposal sent 8 days ago. No response. Competitor spotted.
Action: Follow-up call today · Owner: A. Chen
✅ Deals ProgressingPositive momentum
Sales Intelligence — DataFlow · £95K · Champion engaged. Proposal viewed 3x. Strong fit confirmed.
Next: Negotiate terms · Owner: S. Patel
TechVista Renewal · £185K · QBR booked. Health score 95. Expansion signal detected.
Next: QBR Mar 20 · Owner: A. Chen
⏸ Stalled DealsNo movement in 14+ days
Meridian — Platform Upgrade · £140K · 22 days since last contact. Close date slipped twice.
Risk: High · Consider re-qualifying
BluePeak — Security Suite · £95K · Stuck in procurement 16 days. No internal champion pushing.
Risk: Medium · Find internal sponsor
⚡ AI Agents Powering SAilsyAll systems operational
AI Orchestrator
Central routing and response
Sales Intelligence
Deal analysis, risk scoring
Support Intelligence
Ticket analysis, SLA monitor
Customer Success Intel
Health scoring, churn predict
Analytics Intelligence
Pipeline forecasting, revenue
Deal Risk Monitor
Automated deal risk scanning
Leads
Manage and qualify inbound pipeline
Total Leads
284
↑ +34 this week
MQLs
67
↑ +12
SQLs
28
↑ +5
Avg Score
61
— no change
Lead PipelineBy source
Inbound Web
Outbound SDR
Partner Referral
Events
Recent Leads
| Name | Company | Source | Score | Status | Assigned |
|---|---|---|---|---|---|
| James Hartley | Vertex Systems | Inbound | 87 | SQL | A. Chen |
| Priya Nair | BluePeak Ltd | Partner | 74 | MQL | M. Torres |
| Tom Bellingham | Orion Finance | Outbound | 62 | Working | S. Patel |
| Lisa Drummond | Cascade Retail | Event | 41 | New | Unassigned |
| Kenji Watanabe | Nexus Digital | Inbound | 91 | SQL | A. Chen |
| Fatima Al-Hassan | Meridian Group | Outbound | 29 | Disqualified | — |
Accounts
142 active accounts across all segments
Total Accounts
142
↑ +8 this quarter
Enterprise
24
— stable
Mid-Market
68
↑ +5
SMB
50
↓ -3
Account Directory
| Account | Segment | ARR | Health | Owner |
|---|---|---|---|---|
| TechVista Solutions | Enterprise | £185K | 95 | A. Chen |
| Acme Corporation | Enterprise | £420K | 42 | J. Doe |
| GlobalTech Partners | Mid-Market | £95K | 67 | M. Torres |
| DataFlow Inc | Mid-Market | £72K | 81 | S. Patel |
| StreamLine Co | SMB | £28K | 88 | A. Chen |
| CoreData Systems | Mid-Market | £52K | 74 | J. Doe |
| NovaStar Group | Enterprise | £290K | 79 | M. Torres |
Revenue by Segment
At-Risk Accounts
Acme Corp — Health dropped to 42. No activity in 18 days.
FlexiCloud — Renewal in 45 days. CSM not engaged.
Contacts
847 contacts across all accounts
Total Contacts
847
↑ +42 this month
Champions
63
↑ +8
Decision Makers
124
— stable
Unengaged
218
↑ +12 (concern)
Contact Directory
| Contact | Title | Account | Role | Last Activity | Score |
|---|---|---|---|---|---|
SJ Sarah Johnson | VP Sales | TechVista | Champion | Today | 94 |
MK Marcus Klein | CTO | Acme Corp | Decision Maker | 3 days ago | 61 |
PP Priya Patel | Head of IT | DataFlow | Influencer | Yesterday | 78 |
RH Richard Hayes | CFO | GlobalTech | Blocker | 8 days ago | 34 |
YT Yuki Tanaka | CEO | NovaStar | Exec Sponsor | Today | 88 |
Deals
Active pipeline — £4.2M across 38 opportunities
Total Pipeline
£4.2M
↑ +12%
Forecast Commit
£1.1M
— on track
At Risk
£840K
⚠ 7 deals
Avg Deal Size
£110K
↑ +£8K
Pipeline by Stage
Prospecting
Discovery
Qualification
Proposal
Negotiation
Closing
Top DealsRevenue Priority: 🔥 High · ⚡ Medium · ❄️ Low
| Deal | Account | Stage | Value | Revenue Priority | Close Date |
|---|---|---|---|---|---|
| Enterprise Platform | Acme Corp | Negotiation | £420K | 🔥 High 💰🎯⚡🧱 | Feb 28 |
| Full Suite Licence | NovaStar | Proposal | £290K | ⚡ Medium 💰🧑🤝🧑📊 | Mar 15 |
| CRM Migration | GlobalTech | Qualification | £185K | 🔥 High 🧱🎯 | Apr 1 |
| Sales Intelligence | DataFlow | Proposal | £95K | ❄️ Low 📊⚡ | Mar 30 |
Relationship RolesStakeholder coverage per deal
| Deal | Economic Buyer | Technical Buyer | Champion |
|---|---|---|---|
| Enterprise Platform | ✓ Yes | ✓ Yes | ✗ No |
| Full Suite Licence | ? Unknown | ✓ Yes | ✓ Yes |
| CRM Migration | ✗ No | ? Unknown | ? Unknown |
| Sales Intelligence | ✓ Yes | ✓ Yes | ✓ Yes |
Change HistoryValue and stage changes
| Deal | Change | From → To | When | By |
|---|---|---|---|---|
| Enterprise Platform | Stage | Proposal → Negotiation | 2d ago | J. Doe |
| Enterprise Platform | Value | £380K → £420K | 5d ago | J. Doe |
| CRM Migration | Stage | Discovery → Qualification | 1d ago | M. Torres |
| Full Suite Licence | Value | £240K → £290K | 3d ago | A. Chen |
| Sales Intelligence | Stage | Qualification → Proposal | 6d ago | S. Patel |
Tickets
Support queue — 23 open tickets
Open
23
↓ -5 today
SLA At Risk
4
⚠ urgent
Avg Resolution
4.2h
↑ improved
CSAT
4.4
↑ +0.2
Ticket Queue
| # | Subject | Account | Priority | SLA | Agent |
|---|---|---|---|---|---|
| #4821 | API integration failing on auth | Acme Corp | Critical | 32 min left | K. Singh |
| #4819 | Bulk import not processing | TechVista | High | 2.1h left | L. Park |
| #4815 | Dashboard reports incorrect date | DataFlow | Medium | 6h left | K. Singh |
| #4810 | SSO config request for new team | NovaStar | Low | 14h left | Unassigned |
| #4808 | Permission error on reports tab | StreamLine | Medium | On track | L. Park |
Action Inbox
AI-generated actions — assignable, trackable, closeable
🔴 Open
14
● needs review
🟡 In Progress
3
— being actioned
✅ Completed Today
7
↑ +3
⏭ Ignored
2
— dismissed
All ActionsSorted by priority
Acme Corp deal stalled — no activity in 12 days
⚡ Why this matters: No decision maker identified and close date is Feb 28 — deal at critical risk of slipping.
HIGHOPENCritical
👤 Jane Doe
📅 Due: Today
🔗 Linked: Acme Corp · Enterprise Platform
FlexiCloud health score dropped below 60 — churn risk
⚡ Why this matters: Renewal in 23 days. No CSM assigned. £48K ARR at immediate risk.
HIGHIN PROGRESSCritical
👤 M. Torres
📅 Due: Overdue
🔗 Linked: FlexiCloud · Account
GlobalTech SLA breach in 32 minutes — ticket #4821
⚡ Why this matters: CSAT already at 4.4 — another breach triggers contract review clause.
HIGHOPENCritical
👤 K. Singh
📅 Due: Immediate
🔗 Linked: GlobalTech · Ticket #4821
TechVista QBR overdue — last review was 92 days ago
⚡ Why this matters: No QBR in 3 months signals disengagement. Renewal is 90 days away.
MEDIUMIN PROGRESSHigh
👤 A. Chen
📅 Due: Mar 20
🔗 Linked: TechVista · Account
Richard Hayes (GlobalTech CFO) not engaged — multi-thread needed
⚡ Why this matters: Economic buyer is dark. Without CFO, £185K deal cannot move past Qualification.
HIGHOPENHigh
👤 J. Doe
📅 Due: Mar 22
🔗 Linked: GlobalTech · CRM Migration
CoreData showing 40% usage increase — expansion opportunity
⚡ Why this matters: Usage surge signals team growth — window to propose tier upgrade before a competitor does.
MEDIUMCOMPLETEDHigh
👤 S. Patel
📅 Due: Done
🔗 Linked: CoreData · Account
DataFlow expansion signals — new team onboarded this week
⚡ Why this matters: New team suggests licence expansion — potential £25K additional ARR.
LOWIGNOREDMedium
👤 Unassigned
📅 Due: —
🔗 Linked: DataFlow · Account
Coaching: Rep B close rate below team average — recommend discovery review
⚡ Why this matters: Close rate 18% vs team average 34% — discovery gaps are the root cause.
LOWCOMPLETEDCoaching
👤 Sales Manager
📅 Due: Done
🔗 Linked: Rep B · Coaching
Automation Rules
Configure automated actions based on AI-detected conditions
Active Rules
12
↑ +2 this week
Fired Today
34
— normal
Actions Taken
89
↑ +17
Suppressed
6
— paused
Workflow Rules
${[
{name:'High Risk Deal Alert',tag:'Sales',if:'Deal risk score > 80',then:'Notify sales manager via Slack',on:true},
{name:'SLA Breach Warning',tag:'Support',if:'Ticket SLA time remaining < 2 hours',then:'Escalate to team lead + email notification',on:true},
{name:'Churn Risk Notification',tag:'Customer Success',if:'Customer health score drops below 40',then:'Alert CSM via email with action plan',on:false},
{name:'Deal Stage Stagnation',tag:'Sales',if:'Deal in same stage for > 14 days',then:'Send coaching notification to deal owner',on:true},
{name:'New Expansion Signal',tag:'Customer Success',if:'Usage increase > 30% month-over-month',then:'Create upsell task for account owner',on:true},
{name:'Critical Ticket Auto-Assign',tag:'Support',if:'Ticket severity = Critical',then:'Auto-assign to senior support engineer',on:true},
].map(r=>`
`).join('')}
⚡
${r.name}
${r.tag}
IF ${r.if}
THEN ${r.then}
Analytics Dashboard
Revenue intelligence and performance reporting
Revenue Closed (MTD)
£312K
↑ +22% vs target
Deals Closed Won
8
↑ +3 vs last month
Win Rate
34%
↑ +3pts
Sales Cycle (avg)
62d
↑ +4d (longer)
Revenue vs TargetMonthly
Win/Loss by Reason
Primary loss reasons — last 90 days
Rep Performance
| Rep | Pipeline | Closed | Win Rate | vs Target |
|---|---|---|---|---|
| Jane Doe | £820K | £95K | 42% | +18% |
| Alex Chen | £640K | £72K | 38% | +8% |
| Marcus Torres | £510K | £48K | 28% | -5% |
| Sonia Patel | £380K | £35K | 22% | -18% |
Activity MetricsThis week
Deal Risk Monitor
Autonomous surveillance of your entire pipeline
Deals Monitored
38
— all active
High Risk
4
⚠ immediate action
Medium Risk
9
● watch list
Value at Risk
£1.2M
⚠ +£180K since Mon
Risk RegisterRanked by risk score
| Score | Deal | Value | Primary Risk | Stage | Days Stale |
|---|---|---|---|---|---|
| 85 | Acme Corp — Enterprise | £420K | No champion · Stalled | Negotiation | 12d |
| 72 | GlobalTech — CRM | £185K | Budget unconfirmed | Qualification | 7d |
| 58 | Meridian — Platform | £140K | Timeline risk | Proposal | 5d |
| 44 | BluePeak — Starter | £65K | Competitor active | Discovery | 3d |
| 18 | NovaStar — Full Suite | £290K | Low risk | Proposal | 1d |
Risk by Category
Recent Risk Alerts
Acme Corp — No email response in 12 days. Deal marked critical.
2h ago
GlobalTech — CFO disengaged after pricing call. Budget risk flagged.
5h ago
Meridian — Close date pushed back 3 weeks. Timeline risk upgraded.
Yesterday
BluePeak — Competitor (Salesforce) spotted in procurement portal.
2 days ago
Customer Health
Health monitoring across 142 active accounts
🟢 Healthy
89
62% of base
🟡 At Risk
34
↑ +4 this week
🔴 Critical
8
⚠ needs immediate action
ARR at Churn Risk
£480K
⚠ up £65K
Customer Health Scores
| Account | Score | Trend | ARR | Renewal | CSM |
|---|---|---|---|---|---|
| TechVista | 95 | ↑ +4 | £185K | Jun 25 | A. Chen |
| InnoApps | 88 | ↑ +2 | £92K | Aug 12 | J. Doe |
| StreamLine | 82 | → 0 | £28K | Sep 30 | A. Chen |
| CoreData | 74 | ↓ -3 | £52K | Apr 15 | J. Doe |
| GlobalTech | 67 | ↓ -8 | £95K | Mar 31 | M. Torres |
| FlexiCloud | 52 | ↓ -12 | £48K | Mar 10 | Unassigned |
| Acme Corp | 42 | ↓ -18 | £420K | May 1 | J. Doe |
Health Distribution
Urgent Actions
FlexiCloud — Renewal in 23 days. Score 52 and falling.
Assign CSM immediately
Acme Corp — £420K renewal at risk. Champion left company.
Executive escalation needed
AI Control Centre
Manage agents, models, permissions, and cost visibility across the platform
Active Apps
22
↑ +3 this sprint
All Live
22
— all running
Agent Domains
5
— stable
Avg Cost/Call
$0.042
↓ -8% optimised
${[
{icon:'⚠️',name:'Deal Risk Scanner',id:'CAP-SALES-005',tier:'professional',desc:'Analyzes deals for risk signals including stalled activity, missing authority, weak timelines.',tags:['Sales','manual'],ver:'v2.1.0',model:'claude-sonnet-4-20250514',cost:'$0.048'},
{icon:'📞',name:'Pre-Call Brief Generator',id:'CAP-SALES-001',tier:'professional',desc:'Generates comprehensive pre-call briefs with account context, stakeholder insights, talking points.',tags:['Sales','manual'],ver:'v1.8.0',model:'claude-sonnet-4-20250514',cost:'$0.042'},
{icon:'✉️',name:'Follow-Up Generator',id:'CAP-SALES-003',tier:'starter',desc:'Composes contextual follow-up communications based on meeting outcomes and deal stage.',tags:['Sales','embedded'],ver:'v2.0.0',model:'claude-sonnet-4-20250514',cost:'$0.027'},
{icon:'🕸️',name:'Stakeholder Mapping',id:'CAP-ACCT-003',tier:'professional',desc:'Maps decision-making units including champions, economic buyers, technical evaluators.',tags:['Sales','manual'],ver:'v1.5.0',model:'claude-sonnet-4-20250514',cost:'$0.036'},
{icon:'✅',name:'Qualification Analysis',id:'CAP-SALES-006',tier:'professional',desc:'Evaluates deals against MEDDPICC/BANT/SPICED frameworks with gap identification.',tags:['Sales','manual'],ver:'v1.3.0',model:'claude-sonnet-4-20250514',cost:'$0.033'},
{icon:'🎯',name:'Sales Coaching',id:'CAP-COACH-001',tier:'enterprise',desc:'Analyzes rep behaviour patterns and provides coaching on process adherence and skill development.',tags:['Sales','manual'],ver:'v1.0.0',model:'claude-sonnet-4-20250514',cost:'$0.045'},
].map(c=>`
${c.tier}
`).join('')}
${c.name}
${c.id}
${c.desc}
Integrations
Connect your tech stack to SAilsy
Connected
6
↑ +2 this month
Available
48
— in marketplace
Syncing Now
3
— real-time
Last Sync Error
None
✓ all healthy
Connected
${[
{logo:'📧',name:'Gmail',cat:'Email',desc:'Sync emails, track opens and replies, auto-log to CRM contacts.',status:'Connected',statusColor:'success'},
{logo:'📅',name:'Google Calendar',cat:'Calendar',desc:'Sync meetings, auto-create activity records, pre-call planner triggers.',status:'Connected',statusColor:'success'},
{logo:'💬',name:'Slack',cat:'Messaging',desc:'Push AI recommendations, deal alerts, and coaching nudges to channels.',status:'Connected',statusColor:'success'},
{logo:'☁️',name:'Salesforce',cat:'CRM Sync',desc:'Bi-directional sync of accounts, contacts, opportunities and activities.',status:'Syncing',statusColor:'cyan'},
{logo:'🔗',name:'HubSpot',cat:'CRM Sync',desc:'Import HubSpot contacts and deal history into SAilsy unified data layer.',status:'Connected',statusColor:'success'},
{logo:'📊',name:'LinkedIn Sales Nav',cat:'Intelligence',desc:'Enrich contact profiles and surface new stakeholder signals automatically.',status:'Connected',statusColor:'success'},
].map(i=>`
`).join('')}
${i.logo}
${i.name}
${i.cat}
${i.desc}
Available to Connect
${[
{logo:'🟦',name:'Microsoft Teams',cat:'Messaging'},
{logo:'📬',name:'Outlook',cat:'Email'},
{logo:'📋',name:'Notion',cat:'Knowledge Base'},
{logo:'🎯',name:'Outreach',cat:'Sales Engagement'},
].map(i=>`
`).join('')}
${i.logo}
${i.name}
${i.cat}
AI Agents
Autonomous intelligence running in the background — 24/7
AI Orchestrator — Central Intelligence Layer
Routes all AI requests, manages context loading, coordinates domain agents, enforces policy and entitlement rules. All AI capability flows through this layer.
847
Requests Today
99.4%
Uptime
1.2s
Avg Latency
Live Event Stream
— agents subscribing to business events in real time
12 events/min
DealUpdatedAcme Corp — stage changed to Negotiation. Risk Scanner triggered.4s ago
TicketCreated#4825 — Critical ticket from TechVista assigned to K. Singh.18s ago
SentimentDroppedFlexiCloud — health score fell below threshold. CS Intel notified.42s ago
MeetingLoggedNovaStar — demo completed. Follow-up Generator queued.1m ago
RuleTriggeredHigh Risk Alert — deal risk >80 on GlobalTech. Manager notified via Slack.2m ago
RenewalWindowOpenedCoreData — 90-day renewal window opened. Expansion Planner activated.4m ago
QuoteCreatedDataFlow Inc — proposal generated for £95K opportunity.6m ago
Domain Intelligence Agents
Sales Intelligence
domain-agent · sales
Running
Currently scanning 38 active deals for qualification gaps, stall signals, and risk factors. Processing DealUpdated event for Acme Corp.
312
Calls Today
4
Active Scans
0.9s
Avg Response
Deal Risk Monitor
autonomous-agent · monitoring
4 Alerts
Monitoring 38 deals continuously. 4 high-risk deals flagged — Acme Corp (85), GlobalTech (72), Meridian (58), BluePeak (44). Acme Corp escalated to critical.
4
High Risk
9
Medium Risk
25
Healthy
Support Intelligence
domain-agent · support
Running
Triaging ticket #4821 (TechVista — API auth failure). SLA breach in 32 minutes. Auto-escalation rule queued. Sentiment analysis: Frustrated.
23
Open Tickets
4
SLA At Risk
4.4
CSAT Score
Customer Success Intel
domain-agent · customer-success
2 Critical
Health scoring run completed. FlexiCloud dropped to 52 — churn risk elevated. Acme Corp champion departed — executive escalation recommended.
89
Healthy
34
At Risk
8
Critical
Analytics Intelligence
domain-agent · analytics
Idle
Last run: daily pipeline forecast at 06:00. Next scheduled: revenue roll-up at 18:00. Awaiting event trigger or manual execution.
48
Runs Today
£4.2M
Pipeline Tracked
18:00
Next Run
Automation Engine
system-agent · workflows
Running
Fired 34 automation rules today. Currently processing: High Risk Deal Alert for GlobalTech (notifying M. Torres via Slack).
34
Fired Today
12
Active Rules
89
Actions Taken
Agent Activity Log
Last 60 minutes
14:32:08[Sales Intel] DealUpdated event received — Acme Corp. Loading CRM context...
14:32:09[Sales Intel] Context loaded. Running risk assessment. Model: claude-sonnet-4-20250514
14:32:10[Deal Risk Monitor] Risk score 85 — threshold exceeded. Escalating to critical.
14:32:11[Automation Engine] Rule: High Risk Deal Alert fired. Slack notification queued for M. Torres.
14:31:42[Support Intel] TicketCreated #4825 — severity: Critical. Auto-assigning to senior agent.
14:31:18[CS Intel] SentimentDropped event — FlexiCloud. Health score recalculated: 52 (↓12).
14:30:55[CS Intel] Recommendation generated: assign CSM to FlexiCloud immediately. Added to Inbox.
14:28:33[Sales Intel] MeetingLogged — NovaStar demo. Follow-up email queued for J. Doe review.
14:25:12[Analytics Intel] Daily pipeline forecast complete. £4.2M tracked across 38 deals.
14:20:04[Automation Engine] Rule: Churn Risk Notification — FlexiCloud CSM alert dispatched.
14:15:49[Deal Risk Monitor] GlobalTech budget unconfirmed 7 days. Risk upgraded to 72.
14:12:03[CS Intel] RenewalWindowOpened — CoreData. Expansion Planner activated. 3 opportunities identified.
Forecasting
AI vs rep commit — confidence scoring and slippage detection
Rep Commit
£1.1M
— Q1 target
AI Forecast
£940K
↓ -£160K gap
Best Case
£1.4M
↑ if pipeline holds
At Risk
£840K
⚠ slippage detected
Deal ForecastConfidence · Risk Status · AI vs Rep
| Deal | Account | Stage | Value | Confidence | Risk Status | Rep Commit | AI Forecast |
|---|---|---|---|---|---|---|---|
| Enterprise Platform | Acme Corp | Negotiation | £420K | Medium | ⚠ At Risk | ✓ Yes | Uncertain |
| Full Suite Licence | NovaStar | Proposal | £290K | High | ✓ On Track | ✓ Yes | Likely |
| CRM Migration | GlobalTech | Qualification | £185K | Low | ⚠ At Risk | — Not yet | Unlikely Q1 |
| Sales Intelligence | DataFlow | Proposal | £95K | High | ✓ On Track | ✓ Yes | Likely |
Slippage AlertsDeals at risk of missing close date
Enterprise Platform — 12 days no activity. Close date Feb 28 in jeopardy.
Risk: High · Owner: J. Doe
CRM Migration — Economic buyer not engaged. Q1 close unlikely.
Risk: High · Owner: M. Torres
Full Suite Licence — Proposal sent 8 days ago, no response yet.
Risk: Medium · Owner: A. Chen
Trend ViewCommit vs AI forecast over time
IN DEVELOPMENT