Function cockpit
Sales
Agents prepare, capture and coordinate. Sellers own the relationship.
Phase: Phase 3 — Functional orchestration
Run the account estate as a continuously sensed system: research, briefs, CRM truth, follow-up and pipeline risk are agent work; commitments made to customers remain human.
Trust score
0
Touchless
0%
Human review
0%
Override rate
0%
Capacity released
20-40% seller capacity (aspiration, requires local baselining)
Accountable human
Chief Revenue Officer
CoS agent: Sales Chief of Staff
Gates, kill switches, and the decision ledger
Governance
Autonomy is only defensible if the brakes are documented
Every gate below names a threshold, an approver, and a clock. Everything the function has decided recently sits in the ledger underneath, whether a person or an agent made the call.
Active gates
0
Pending decisions
0
Approved this cycle
0
Contained or reversed
0
Gate register
The conditions under which an agent must stop and ask.
| Gate | Trigger threshold | Approver | SLA | Waivable |
|---|---|---|---|---|
Mass campaign above 500 recipients Approval gate | Any bounded outreach exceeding 500 recipients in a rolling 24 hours | Sales leader | 4 business hours | Hard stop |
Nonstandard commercial statement Approval gate | Any language outside the approved commercial library | Deal desk | 1 business day | Hard stop |
Protected or executive account contact Escalation | Outreach to named strategic, executive or legally protected accounts | Account executive | 2 business hours | Hard stop |
Evidence provenance audit Oversight | Weekly sample of 5% of agent-produced customer briefs | Sales operations | Weekly | With written rationale |
Decision ledger
Immutable record of what was decided, by whom, and how long it took.
- Escalation
SLS-4821: escalated
PendingMediumRenewal risk pack — Northwind Logistics — decided from the Enterprise Chief of Staff lens on the ops floor.
Avery Chen (Enterprise Chief of Staff) · 8d 12h ago
Requester can escalate only at this materiality - Approval gate
Discount above published band on Northwind renewal
PendingHighProposal Agent assembled a 22% discount scenario; published autonomous band is 15%. Package paused with evidence and margin impact attached.
Deal Desk Chief of Staff · 9d 5h ago
Requester can escalate only at this materiality - Handoff
Qualified signal transferred from Marketing
Auto-executedLowJourney Operator handed a high-intent account to Qualification Agent with consent state, engagement history and attribution evidence intact.
Sales Chief of Staff · 9d 7h ago
- Notification
Outreach suppression applied to 34 contacts
Auto-executedLowConsent register showed opt-out for 34 contacts inside an approved sequence. Engagement Agent suppressed automatically and logged evidence.
Engagement Agent · 9d 8h ago
- Escalation
Single-threaded strategic account flagged
PendingHighRelationship-Risk Agent detected loss of the only active sponsor at Halstead Group after a leadership change. Multithreading plan drafted for human approval.
Account executive · 9d 11h ago
Requester can escalate only at this materiality
Kill switches
Named, tested, and reachable in one click by the accountable human.
- Incorrect customer identity resolution
- Fabricated evidence in a customer-facing brief
- Opt-out or consent breach detected
- Abnormal outbound message volume
- Unapproved commercial representation
Human accountability
Cannot be delegated to an agent at any autonomy level.
- Target-segment strategy and account planning
- Executive relationships and trust repair
- Representations and commitments made to customers
- Material discounts and negotiation posture
- Opportunity closure and sensitive account remediation
Signs for this function
Chief Revenue Officer