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
Every agent, its ceiling, and its escalation path
Agent roster
Every agent working Sales
Name, tier, autonomy level, the ceiling it operates under, and the human it escalates to. If an agent is not on this list, it is not running in production.
Sales Chief of Staff
A4ActiveOrchestrator desk · sales-cos
Decomposes growth priorities into account queues, assigns specialist agents, reconciles pipeline with RevOps and produces the CRO exception brief.
Tasks / 24h
612
Success
96%
Override
4%
CeilingCoordination only — no customer commitment authority
EscalatesEscalates any unresolved commitment or forecast conflict to the CRO within one operating cycle.
Prospect Sensing Agent
A3ActiveOrigination desk · prospect-sensing
Detects intent, procurement, hiring and market signals across approved external and first-party sources.
Tasks / 24h
1840
Success
94%
Override
5%
CeilingRead-only external sensing; no outbound contact
EscalatesSignals touching protected or strategically sensitive accounts route to the account owner before use.
Account Researcher
A3ActiveOrigination desk · account-researcher
Builds evidence-linked customer, stakeholder and competitor briefs with provenance on every claim.
Tasks / 24h
428
Success
95%
Override
7%
CeilingInternal briefs only; no external distribution
EscalatesAny claim without a verifiable source is withheld and flagged as an evidence gap.
Qualification Agent
A3ActiveOrigination desk · qualification
Applies approved qualification criteria, scores fit and routes leads to the correct desk.
Tasks / 24h
967
Success
92%
Override
9%
CeilingRouting within published territory rules
EscalatesAmbiguous segment or contested ownership escalates to RevOps routing arbitration.
Engagement Agent
A2In reviewExecution desk · engagement
Drafts and sends bounded outreach under approved templates, suppression lists and frequency caps.
Tasks / 24h
1214
Success
90%
Override
12%
CeilingMax 500 recipients per campaign; approved content library only
EscalatesExecutive, protected or strategically sensitive accounts require named human approval before send.
Meeting Agent
A3ActiveExecution desk · meeting
Prepares agendas and readiness packs, captures commitments from transcripts and updates the CRM record.
Tasks / 24h
356
Success
96%
Override
5%
CeilingCRM writes limited to activity, commitment and next-step fields
EscalatesDisputed commitment wording is queued for seller confirmation before it becomes CRM truth.
Deal Coach
A1ActiveExecution desk · deal-coach
Recommends next actions from engagement, stage and evidence patterns without acting on the customer directly.
Tasks / 24h
502
Success
88%
Override
18%
CeilingRecommendation only
EscalatesRecommendations that imply a commercial concession route to the deal desk.
Proposal Agent
A2ActiveRealization desk · proposal
Assembles approved content, pricing shells and contributor tasks into a review-ready proposal package.
Tasks / 24h
143
Success
93%
Override
11%
CeilingApproved content blocks and published price bands only
EscalatesNonstandard commercial statements pause for deal-desk approval before assembly completes.
Relationship-Risk Agent
A3ActiveOversight desk · relationship-risk
Detects inactivity, sentiment deterioration, single-threading and stakeholder loss across the account estate.
Tasks / 24h
731
Success
91%
Override
8%
CeilingAlerting and evidence assembly only
EscalatesAccounts above the strategic revenue threshold escalate directly to the account executive and CRO brief.