Demodesk/Agents

Agente de Rastreamento de Compromissos

Registra cada compromisso verbal de cada reunião — dos dois lados — e cobra os que atrasam. O rep nunca esquece de enviar o documento; o cliente nunca chega a "eu nunca disse isso".

por Demodeskv1.0.0Atualizado em 22 de abril de 2026
deal-executionpipelineRequer Demodesk
v1.0.0
22 de abril de 2026
porDemodesk
Usar no Demodesk

Gatilhos 2

Meeting ends
Weekdays at 8:00 AM

Conexões necessárias 6

Demodesk
SalesforceSalesforce
HubSpotHubSpot
SlackSlack
Gmail
Microsoft Outlook

Fontes de dados

Principal: Verbal commitments extracted from meeting transcripts
call transcriptsmeeting summariestopic tagsCRM opportunitiesemail outbox (for completion evidence)
Diferença em relação às funcionalidades integradas do 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 relacionados

Agente de Next Step

Detecta o próximo passo do deal a partir da conversa, propõe 2–3 horários de reunião e mantém o campo Next Step no CRM atualizado após cada call.

deal-executionpipeline

Agente de Mutual Action Plan

Cria e atualiza mutual action plans compartilhados com os compradores, com milestones, owners e deadlines — direto do conteúdo das reuniões.

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Agente de Alerta de Risco em Deals

Monitora continuamente deals abertos em busca de risco de slippage e alerta AEs e gestores antes que o pipeline se deteriore.

pipelineanalytics

Quer contexto de reunião em tempo real, sincronização com CRM e analytics para seus agents? Experimente o Demodesk grátis