Agente Tracker Impegni
Registra ogni impegno verbale da ogni riunione — da entrambi i lati — e insegue quelli che slittano. Il rep non dimentica mai di inviare il documento; il cliente non arriva mai a «non l'ho mai detto».
di Demodeskv1.0.0Aggiornato il 22 aprile 2026
deal-executionpipelineRichiede Demodesk
Trigger 2
Meeting ends
Weekdays at 8:00 AM
Connessioni richieste 6
Demodesk
Salesforce
HubSpot
SlackGmail
Microsoft Outlook
Origini dati
Principale: Verbal commitments extracted from meeting transcripts
call transcriptsmeeting summariestopic tagsCRM opportunitiesemail outbox (for completion evidence)
Differenza rispetto alle funzionalità integrate di 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 & Connections correlati
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