Agent Inbox

Agent Inbox

The Agent Inbox is a background intelligence layer that monitors your deals, meetings, and pipeline. It surfaces actionable suggestions and waits for your explicit approval before writing anything.

Scheduled agents

• Post-Meeting — After a transcript or summary is saved, it reads action items and next steps, then proposes Kanban cards and property updates for review.
• Deal Monitor — Runs daily and flags at-risk deals: low health scores, 14+ days without a meeting, close dates within 7 days, or COM completeness high enough to advance the stage.
• Meeting Prep — 60-90 minutes before an upcoming meeting, alerts you that prep notes are ready.
• Follow-up — After a meeting is analysed, drafts a personalised follow-up email for your approval.
• Daily Digest Email — Morning briefing with today's meetings, overdue items, and closing deals.
• Weekly SE Digest — Every Friday at 4 PM, drafts a weekly update email to your SE Manager. Configure the email in Settings → Preferences.

Event-triggered agents

• Stage Actions — Fires when you change an opportunity's stage. Creates stage-appropriate task suggestions (e.g. "Define POC success criteria" when moving to POC).

On-demand agents

• Research — On any account or opportunity. Generates 3-5 sales intelligence bullets. Results appear in the Agent Inbox.
• Next Actions — On opportunities. Recommends 3 next actions based on stage, ARR, close date, and COM completeness.
• Tech Qual — On opportunities. Synthesises the technical qualification scorecard by reading all meeting transcripts and populating the TechQual tab.
• Stakeholder Map — On opportunities. Identifies stakeholder roles, titles, and relationships from meeting data.

The Agent Inbox panel

Click the ✦ sparkle icon in the header. A badge shows pending suggestion count.

Each card shows the suggestion type, a title, the reasoning behind it, and Accept / Dismiss buttons. Nothing is written until you click Accept.

Suggestion types

• Create card — Creates a Kanban card from an action item.
• Update property — Proposes updating a field on an opportunity or account.
• Stage change — Suggests advancing a deal stage.
• Send email — Presents an AI-drafted email with an editable body.
• Health alert — Notifies you of a stale or at-risk deal.
• Meeting prep — Prep notes are ready.
• Research insight — Company intelligence.
• Fill VBC Mantra field — Proposes a value for an empty Mantra field (Challenges, PBO, Required Capabilities, Metrics, How We Do It, How We Do It Better, or Proof Points).
• Schedule meeting — Proposes creating a new meeting node.