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
Strategy, policy, observe, workflow, and AI GBS side by side
Five layers
What Sales actually runs
A function is not one thing. It sets direction, writes the rules it is bound by, watches the world and itself, does the work on lines, and pushes repeatable transactions into a shared spine. Agents work in all five — not just the last two.
Strategy
20 agents
Agents that take positions, argue them, and get held to the outcome.
16 positions on the record
3 ratified, 2 in challenge
Policy
4 agents
The written rules every other agent is bound by, with version and owner.
33 binding rules
26 active, 7 superseded or retired
Observe
18 agents
Continuous sensing of the outside world and of the agents themselves.
18 watchers running
They watch the outside world and the agents themselves
Workflow
41 agents
Doing the work: lines, stations, and live units moving through them.
33 lines, 169 live units
16 held for a person right now
AI GBS
16 agents
Repeatable transaction processing run once for the whole enterprise.
4 shared towers
21 stations on this function run inside AI GBS
Strategy layer — positions on the record
Every position names its author, the agent paid to argue against it, and the conditions that would break it.
Coverage Model Position
RejectedHold the ceiling at A2 for territory & quota planning. Segmentation and capacity math are fully agentic. Quota is a compensation commitment to named people, so the final allocation carries a human signature. Raise it only after two consecutive quarters where the override rate stays under five percent and every override has a written cause.
Territory & Quota Planning Operating Position
RejectedKeep the repeatable territory volume in the spine and pull the exception tail back into the function. The spine is cheaper per unit; the tail is where the context that prevents rework actually sits.
Strategic Account Plan
DraftHold the ceiling at A3 for account planning. Agents author the account strategy end to end. The rep owns the relationship and ratifies the plan they will actually run. Raise it only after two consecutive quarters where the override rate stays under five percent and every override has a written cause.
Account Planning Operating Position
RejectedKeep the repeatable account plan volume in the spine and pull the exception tail back into the function. The spine is cheaper per unit; the tail is where the context that prevents rework actually sits.
Demand Qualification Operating Position
RejectedHold the ceiling at A4 for demand qualification. The most deterministic step in the revenue engine. Enrichment, scoring and sequencing run touchless; the only human act is a seller accepting the meeting. Raise it only after two consecutive quarters where the override rate stays under five percent and every override has a written cause.
Win/Loss Doctrine Refresh
In challengeHold the ceiling at A2 for opportunity management. Hygiene, risk detection and counter-move drafting are agentic. Stage advancement and commit remain seller assertions because forecast integrity depends on human accountability. Raise it only after two consecutive quarters where the override rate stays under five percent and every override has a written cause.
Policy layer — what binds the agents
Versioned rules with an owning agent, a human approver, and the agents they constrain.
Territory & Quota Planning Decision Envelope
vv4.4Agents in this lane may act without a human when the territory sits inside the stated value, risk and confidence envelope. Outside it, the unit holds at a gate with a named approver and a running clock.
Territory & Quota Planning Evidence Standard
vv2.4Every autonomous decision writes inputs, the rule version applied, the model and prompt version, the output and a reversal path. An action with no evidence record is treated as a control failure, not a fast decision.
Account Planning Decision Envelope
vv5.7Agents in this lane may act without a human when the account plan sits inside the stated value, risk and confidence envelope. Outside it, the unit holds at a gate with a named approver and a running clock.
Account Planning Evidence Standard
vv3.0Every autonomous decision writes inputs, the rule version applied, the model and prompt version, the output and a reversal path. An action with no evidence record is treated as a control failure, not a fast decision.
Account Planning Escalation Rule
vv2.5Escalation is mandatory when confidence falls below the floor, when two options sit inside the confidence band, or when a break condition on a ratified position fires. VP Strategic Accounts owns the response clock.
Demand Qualification Decision Envelope
vv3.6Agents in this lane may act without a human when the lead sits inside the stated value, risk and confidence envelope. Outside it, the unit holds at a gate with a named approver and a running clock.
Workflow layer — the lines doing the work
Each line is a workflow. Each station is a stage. Each unit is a live piece of work.
| Line | Sub-function | Kind | Units / wk | Touchless | Timetable | Actual | Stations |
|---|---|---|---|---|---|---|---|
| SL1A Annual Territory Build | Territory & Quota Planning | analytical | 74 | 53% | 59.3h | 74.6h | 8 |
| SL1B Mid-year Rebalance | Territory & Quota Planning | analytical | 56 | 53% | 121.5h | 91.2h | 6 |
| SL1C Coverage Model Position | Territory & Quota Planning | judgment | 5 | 32% | 248.4h | 196.1h | 6 |
| SL2A Strategic Account Plan | Account Planning | judgment | 2 | 33% | 399.9h | 334.6h | 8 |
| SL2B Quarterly Account Review | Account Planning | analytical | 7 | 46% | 125.0h | 122.5h | 5 |
| SL2C Executive Sponsor Brief | Account Planning | transactional | 4,079 | 72% | 16.1h | 16.1h | 5 |
| SL3A Lead-to-Meeting | Demand Qualification | transactional | 5,786 | 83% | 17.3h | 19.5h | 7 |
| SL3B Intent Surge Response | Demand Qualification | transactional | 2,145 | 88% | 4.3h | 4.9h | 5 |
| SL3C Recycle & Nurture | Demand Qualification | transactional | 1,720 | 88% | 20.2h | 19.4h | 4 |
| SL4A Opportunity Lifecycle | Opportunity Management | transactional | 2,206 | 70% | 17.5h | 14.5h | 8 |
| SL4B Deal Risk Intervention | Opportunity Management | transactional | 1,820 | 69% | 19.4h | 24.1h | 5 |
| SL4C Win/Loss Doctrine Refresh | Opportunity Management | judgment | 1 | 23% | 615.3h | 516.5h | 7 |
| SL5A RFP Response | Solution & Proposal | transactional | 2,255 | 85% | 4.8h | 6.0h | 9 |
| SL5B Standard Proposal | Solution & Proposal | transactional | 882 | 84% | 11.4h | 14.6h | 6 |
| SL5C Reference & Proof Pack | Solution & Proposal | transactional | 589 | 82% | 1.0h | 1.0h | 5 |
| SL6A Deal Approval | Deal Desk & Approvals | transactional | 3,120 | 78% | 2.7h | 3.5h | 8 |
| SL6B Exception Precedent Build | Deal Desk & Approvals | analytical | 55 | 55% | 44.0h | 51.6h | 5 |
| SL6C Discount Doctrine Position | Deal Desk & Approvals | judgment | 3 | 32% | 792.4h | 643.9h | 5 |
| SL7A Weekly Forecast Cycle | Forecast & Pipeline Hygiene | analytical | 14 | 56% | 143.8h | 135.5h | 7 |
| SL7B Hygiene Remediation | Forecast & Pipeline Hygiene | transactional | 7,317 | 78% | 18.4h | 22.6h | 5 |
| SL7C Forecast Post-mortem | Forecast & Pipeline Hygiene | analytical | 45 | 56% | 164.9h | 209.0h | 4 |
| SL8A Deal Registration | Partner & Channel | transactional | 5,676 | 75% | 12.1h | 11.5h | 5 |
| SL8B Partner Onboarding | Partner & Channel | transactional | 7,741 | 78% | 21.3h | 23.7h | 5 |
| SL8C Channel Conflict Resolution | Partner & Channel | transactional | 308 | 76% | 7.9h | 6.6h | 5 |
| SL9A Renewal Cycle | Expansion & Renewals | transactional | 1,834 | 78% | 18.8h | 21.9h | 7 |
| SL9B At-risk Save | Expansion & Renewals | transactional | 7,731 | 76% | 6.7h | 7.4h | 6 |
| SL9C Expansion Play | Expansion & Renewals | transactional | 1,181 | 75% | 5.9h | 7.6h | 4 |
| SL10A Seller Ramp | Sales Enablement | transactional | 367 | 78% | 3.0h | 2.6h | 4 |
| SL10B Playbook Refresh | Sales Enablement | transactional | 2,205 | 82% | 20.1h | 15.0h | 5 |
| SL10C Call Coaching Loop | Sales Enablement | analytical | 70 | 66% | 149.9h | 165.5h | 5 |
| SL11A Monthly Commission Run | Incentive Compensation | transactional | 7,386 | 83% | 17.8h | 15.7h | 7 |
| SL11B Dispute Resolution | Incentive Compensation | transactional | 7,089 | 78% | 20.9h | 24.8h | 6 |
| SL11C Plan Design Cycle | Incentive Compensation | judgment | 1 | 34% | 507.3h | 590.3h | 7 |
Observe layer — the watchers
Sensing agents and the agents that supervise other agents.
Territory Planning Orchestrator
Owns the territory & quota planning lane end to end. Sequences the other agents, holds the timetable, and decides what surfaces to a human.
Territory & Quota Planning Challenger Agent
Adversarial reviewer for territory & quota planning. Argues the opposite case on every position and flags where the evidence does not carry the claim.
Account Planning Orchestrator
Owns the account planning lane end to end. Sequences the other agents, holds the timetable, and decides what surfaces to a human.
Relationship Health Agent
Watches account planning continuously. Detects drift, quantifies it, and routes what matters without waiting for a reporting cycle.
Account Planning Challenger Agent
Adversarial reviewer for account planning. Argues the opposite case on every position and flags where the evidence does not carry the claim.
Qualification Orchestrator
Owns the demand qualification lane end to end. Sequences the other agents, holds the timetable, and decides what surfaces to a human.
Intent Signal Agent
Watches demand qualification continuously. Detects drift, quantifies it, and routes what matters without waiting for a reporting cycle.
Demand Qualification Challenger Agent
Adversarial reviewer for demand qualification. Argues the opposite case on every position and flags where the evidence does not carry the claim.
AI GBS layer — the shared spine
Repeatable transaction processing does not belong to this function. It runs once for the enterprise.
Territory & Quota Planning · Forecast & Pipeline Hygiene
Demand Qualification
Solution & Proposal · Deal Desk & Approvals · Partner & Channel · Expansion & Renewals
Incentive Compensation
Stations running inside AI GBS
21 of 194 stations(11% of the function's stations)
Read this page as the honest answer to “what would an 80% agentic Sales look like?” The strategy and policy layers are where the argument happens. The workflow and AI GBS layers are where the volume goes. The observe layer is the only reason the other four can be trusted.
Sub-function breakdown