Sales agents
Never let “I'll send that tomorrow” disappear.
Commitments made in conversation — a revised price by Friday, a reference call next week, a survey before the end of the month — captured from the call or the meeting, given an owner and a date, and attached to the opportunity they belong to.
Captured from how people actually talk
Said out loud on a call and pulled from the transcript. A promise that depends on somebody remembering to log it is a promise that will be broken.
An owner and a date, always
A commitment with neither is a hope. The owner is the person who made it, not a queue.
Visible on the opportunity
Anybody looking at the deal sees what the company owes this customer. That is usually the actual reason a deal has gone quiet.
Overdue promises are escalated, gently
The owner first, then their manager. Not because it is a performance matter but because the customer is waiting and does not know why.
AI sales agents
The rest of this area.
Consistent follow-up, with authority that stops where it should.
Agent profile
What it may say, offer and commit to — on one page.
Human handoff
Everything discussed transfers with the conversation.
Commercial authority
Standard pricing, a discount ceiling, and a hard stop.
Approvals
A discount request with the reasoning attached.
Communication policy
Hours, disclosure, attempts, opt-outs, consent — enforced.
Make sure every opportunity gets a next action.
Let AI handle the repetitive engagement, keep follow-up moving, and bring your team in when a customer needs a real conversation.
Agents identify themselves on every call · Nothing commits without you · [email protected]