Sales
Deal Prep Agent
Turns every new deal into a prep note with account history, external signals, and talk track - giving reps back time for what actually moves deals.
AI to Accelerate Your Sales and Revenue Ops
with agents, workflows and apps
Your sales team is not short on pipeline - they are short on selling hours. Call prep, deal research, and forecasting all lands on the same people. With AgentSpot, your team gets those hours back to sell and close deals.
Expand Your Sales Team with
Trusted, Governed Agents
Trusted, Governed Agents
Sales
Sales Forecasting Agent
Reads every open opportunity, weights it by stage, and rebuilds the forecast on a set schedule. Improves forecasting accuracy and predicting deal outcomes.
Sales
Deal Desk Agent
Checks every quote against your commercial rules and flags pricing, currency, and expiration exceptions before it ships. Eliminates quoting errors and protects the deal.
Sales
Prospect Outreach Builder
Researches one account and builds the outreach package; value story, cold emails, call script, and objection handling. Cuts prospect research and outreach time.
Sales
Weekly Pipeline Digest
Summarized pipeline movements, stalled deals, and win rates, posted to your Sales thread every Monday morning
Sales
Build Your Own Agent
Share with your team to streamline processes, reduce manual work and shorten cycle time.
How the Deal Prep Agent Runs, Step by Step
Reads and Classifies
Reads each new deal as it enters early qualifying, identifies the stage, the account, and what research the rep will actually need.
Finds the Right Context
Searches account history, past opportunities, enablement content, and web sources for the signals that matter most on this deal.
Drafts the Prep Note
Writes an account snapshot, the three reasons this deal matters now, and a talk track the rep can open the call with.
Hands Off Before the Call
Sends the note to the rep by chat and email ahead of the meeting, so nothing needs assembling the morning of.
Trusted Data. Governed Access. Controlled AI Cost.
Walk Into Every First Call Ready to Win
For sales leaders who want reps spending selling time on the call instead of the prep, with account context ready before every meeting.
“Tell me about new leads moving into S0 and S1 stages. Help me research these leads to prepare for my upcoming calls.”
Your Sales Data Is Sensitive,
So Controls Are Built-In
So Controls Are Built-In
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Human in Loop
Agents hand off to your team for anything that changes a record or reaches a customer.
Clear Guardrails
You decide what an agent can and can't do on its own. It never acts outside those limits.
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Full Audit Trail
Every action is captured. Replay runs to see what happened, why, and which tools were involved.
Data Governance
Agents respect existing permissions and data stays governed inside your platform.
Seamless Integrations and Sales Data Integrity
1,000+ tools connectivity and built-in controls
FAQ
Answers are grounded in your governed data, not guessed from general knowledge, so results trace back to a source.
Yes. AgentSpot works on governed data and respects the permissions of your connected warehouses, databases, and SaaS applications. Users get answers based on the access they already have, and there are no separate permission rules to maintain.
AgentSpot is priced in outcome based DO credits, so you pay for completed work, not tokens, seats, or usage uplifts. No surprise bill and a more complex prompt does not cost more.
AgentSpot picks the best AI model for each task. As models improve or pricing shifts, your agents and workflows keep working and you benefit, without needing to rebuild or migrate vendors.
