Agente de alerta de riesgo en deals

Find the Deals in Trouble Before Your Manager Does

The Deal Risk Alert Agent scans your pipeline every morning and surfaces the handful of deals that actually need attention today — not a 40-deal dump, the 3–5 that are slipping right now. Each alert includes the specific risk factor and a recommended intervention, so reps can act before the morning standup.

How It Works

The agent pulls open opportunities from your CRM, layers in meeting and engagement data from Demodesk, and compares each deal against historical patterns for similar deals your team has won. It weights velocity, engagement recency, qualification completeness, and champion health. Deals crossing the team's risk threshold are surfaced with a plain-English explanation of what changed and what to do about it. Alerts go to the rep via Slack DM and to the manager as a single daily digest.

Why It Changes Pipeline Reviews

Most pipeline reviews run reactively: the manager discovers the at-risk deal on Friday, two weeks after the warning signs appeared. This agent shifts the detection window forward by 10–14 days, turning Monday's standup from a forensics session into a prevention conversation.