Demodesk/Agents

Agente de Seguimiento de Compromisos

Registra cada compromiso verbal de cada reunión — de ambos lados — y persigue los que se atrasan. El rep nunca olvida enviar el documento; el cliente nunca llega a "yo nunca dije eso".

por Demodeskv1.0.0Actualizado 22 de abril de 2026
deal-executionpipelineRequiere Demodesk
v1.0.0
22 de abril de 2026
porDemodesk
Usar en Demodesk

Disparadores 2

Meeting ends
Weekdays at 8:00 AM

Conexiones necesarias 6

Demodesk
SalesforceSalesforce
HubSpotHubSpot
SlackSlack
Gmail
Microsoft Outlook

Fuentes de datos

Principal: Verbal commitments extracted from meeting transcripts
call transcriptsmeeting summariestopic tagsCRM opportunitiesemail outbox (for completion evidence)
Diferencia con las funciones integradas de Demodesk
Demodesk's native action-item summary captures action items per call. This agent's scope is broader: a per-deal ledger across all meetings, two-sided tracking, auto-chase, and velocity rollup — not the per-call action list.
AGENT.md

Verbal Commitments Become Tracked Items

Customer says "send me the security package and I'll loop in IT." Rep says "I'll have a quote to you by Friday." Both forget. Two weeks later, the deal is stuck and nobody knows why.

The Commitment Tracker Agent extracts every two-sided commitment from the transcript, logs them with owner and due date, and chases the ones that go past due — both yours and theirs.

What it produces

  • A commitment ledger per deal: who promised what to whom, by when, status
  • Auto-chase reminders for the rep on internal commitments
  • Diplomatic ping drafts for the rep to send when customer commitments slip
  • Deal-velocity dashboards based on commitment-completion rate

Skills y Connections relacionados

Agente de Next Step

Detecta el próximo paso del deal a partir de la conversación, propone 2–3 slots de reunión y mantiene actualizado el campo Next Step en el CRM tras cada llamada.

deal-executionpipeline

Agente de Mutual Action Plan

Crea y actualiza mutual action plans compartidos con los compradores, con hitos, owners y deadlines — directamente a partir del contenido de las reuniones.

deal-executionpipeline

Agente de alerta de riesgo en deals

Monitorea de forma continua los deals abiertos en busca de riesgo de slippage y alerta a AEs y managers antes de que el pipeline se deteriore.

pipelineanalytics

¿Quieres contexto de reuniones en tiempo real, sincronización con CRM y analíticas para tus agents? Prueba Demodesk gratis