Deal Desk Agent
Reviews proposed deals, suggests structures, and drafts approval requests with deal desk policy applied.
Sales OpsDecisioning
Deal Desk Agent
Polished agent demo — preview
Agent running
Agent thinking
- 1Reading inputs and pulling relevant context across systems…
- 2Building a plan: 4 steps, 2 tools, 1 human approval gate.
- 3Executing steps with progress streaming back to the user.
- 4Decision made. Drafting summary and queuing for review.
This demo is a polished preview. Book a build to see the production version.
The problem
Deal desk becomes a bottleneck at quarter-end. AEs lose deals to slow approvals; desks burn out approving the same edge cases.
What the agent does
- Reads the proposed deal against pricing, discount, and term policy
- Suggests alternate structures that fit policy or warrant escalation
- Drafts the approval request with rationale and prior comps
Business value
Cuts deal-desk cycle time by 60% and improves margin on closed deals.
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