Opportunity & Next-Best-Action Agent
Surfaces next best actions per opportunity from staleness, unmet stage criteria, unkept commitments, and stakeholder gaps, and maintains a personal daily and weekly to-do list with one-click agent execution.
How it works
Ask it like
Model & guardrails
- Runs on MYAM shared · open 7B (Qwen) by default — you can point it at your own model.
- Autonomy: Drafts and acts on request, human approves before anything leaves. Nothing leaves without a human’s approval.
- Data: Internal data. Provenance is attached to every output.
Outcome
Fills in as real usage proves it — from a Target we set, to Eval-measured (passes our test suite), to Platform-measured (across ≥20 accounts), to Verified (customer outcomes).
Also tracked: Stage progression · Stale-opportunity count
Works well with
Meeting Prep Agent
For pursuit teams & AEs
Delivers a one-page pre-meeting brief — objective, attendees, agenda, talking points, objections with responses, risk questions, prior commitments quoted verbatim, and the primary ask.
Moves: Briefs delivered before the meeting
Proposal Draft Agent
For pursuit teams & AEs
Generates a strong proposal draft with a phased approach, investment framing, and value case. Runs a gap interview for missing inputs rather than inventing them, and reuses high-rated prior proposals for voice.
Moves: Time from discovery to first proposal draft
RFP / RFI Response Agent
For pursuit teams & AEs
Turns an RFP into a compliant response — compliance matrix, best prior answers adapted per requirement, honest not-met flags with mitigations, bid/no-bid recommendation, and a submission checklist.
Moves: Requirement coverage