AI Sales Assistant
Researches the account before you take the call
4 of 8 open deals need attention.
8 open deals checked. 4 flagged. The longest delay is 31 days.
Start with Globex. Proposal has the most flagged.
Whether a deal can still be won is a sales call; the list shows deals gone quiet for over 14 days and deals with no next step.
Why rows were flagged
- No activity for 14 days50%
- No next step set50%
Value flagged by Stage
- Proposal$212K
- Negotiation$120K
- Discovery$22K
Items to act on, worst first
| Item | Stage | Value | Days quiet | Why |
|---|---|---|---|---|
| Globex | Negotiation | $120K | 28 | No activity for 14 days, No next step set |
| Hooli | Proposal | $62K | 20 | No activity for 14 days, No next step set |
| Soylent | Discovery | $22K | 31 | No activity for 14 days |
| Stark | Proposal | $150K | 0 | No next step set |
What to do this week
- Resolve Globex first: it is the most urgent on the list.
- Fix the data or the status on every flagged row, then re-run.
- Re-run this check every time the list changes, before it reaches a decision.
Do
- Fix the highest-risk item first, then run the check again on fresh data.
Don't
- Don't act on one row alone: open the source record first.
How to improve
- Add more detail per row (owner, date, source) so the next report can trace each item.
- Add a second period of data so the next report can show whether things are improving.
Demo
Overview
Point it at a company and it reads their public presence, then produces the brief a good account executive would build by hand: what they sell, how they position, plausible current priorities, and the discovery questions that would actually move the conversation.
Every inference is labelled as an inference, so you never walk into a call repeating a guess as a fact.
Benefits
5 min prep
Prepared for every call
No more skimming a website in the two minutes before.
Better discovery
Questions grounded in the account, not the script.
What they said, kept apart from what it inferred
Stated facts and reasoned guesses come back in separate fields, so you never repeat an inference to a prospect as though it were their own words.
What it does
Public-source research
Reads the company site and any URLs you supply.
Labelled inferences
Separates what is stated from what is inferred.
Discovery questions
Questions tied to the specific account, not a generic list.
CRM write-back
Can upsert the brief to your CRM once connected and approved.
What this changes
What this changes about your week
- It takes over
- Building the pre-call brief on an account: what they do, what they likely care about, what to ask.
- Done today by
- Every rep, ten minutes before the meeting.
- How often
- Every meeting.
- Typical manual effort
- Forty minutes to do properly, which nobody has between calls.
Why Sales in particular. The first ten minutes of a first call decide whether there is a second. Arriving informed is the cheapest advantage in sales.
Runs unattended
Started by you or by an event, and it finishes on its own. Nothing waits for someone to be at a desk.
The same standard every time
The two-hundredth item is held to the bar the first one was. Consistency is the part people cannot sustain.
It cannot act on its own
AI Sales Assistant has no path to sending, spending or committing. That limit is why its output is safe to act on.
How it runs
This agent runs server-side through the PROMIVO runtime. Each run is logged step by step and every tool call is permission-checked before it executes.
- 1InputValidated against the agent input schema
- 2Modelclaude-sonnet-5 with automatic fallback
- 3Toolsfetch_web_page, summarize_text, extract_structured_data
- 4PermissionsRuns READ actions automatically; anything higher waits for approval
- 5OutputStructured result matching the output schema
- 6LoggingTokens, duration and every step recorded
Requirements
Integrations
No integrations required.
Before you start
- The prospect company name or website
- Requires the Starter plan or higher
Use cases
Pre-call preparation
Brief before every discovery call.
Account planning
Build a point of view on a target account.
Pricing
Starter
Billed monthly through your PROMIVO subscription. Cancel at any time.
Runs consume your plan allowance for agent executions and tokens. See plan limits
FAQ
Where does the research come from?
Public web pages you point it at, plus its own reasoning. It never claims access to private data, and inferences are labelled as such.
Can it write the account into my CRM?
Not in this version. The brief comes back structured so it can be pasted or imported, and CRM write-back is available as a custom agent request.
Who pays for the AI usage?
You do, on your own provider key. A pre-call brief is a short run — it reads a handful of pages — so it is among the cheaper agents here to use daily.
Reviews
Reviews open once customers have run this agent.
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