Revenue Operations Command Center

AI agent for prospecting, deal recovery, and revenue retention

A demo copilot that watches CRM signals, recommends next actions, and helps teams prevent pipeline leakage before it hits conversion, cycle time, or renewals.

AI generation: live via gemini-2.5-flash

Built for prospecting, deal rescue, retention, and competitive response in one workspace.

Pipeline monitored $485,000 Live revenue map

At-risk pipeline $440,000 Needs intervention

Active motions 3 deals Signals updating

accounts monitored 4 CRM accounts being actively analyzed

active deals 3 Opportunities tracked for movement and slippage

total pipeline usd $485,000 Real-time operating snapshot

at risk pipeline usd $440,000 Live risk visibility across the revenue pipeline

avg fit score 93 ICP fit and buyer intent scoring

avg deal risk 74 Live risk visibility across the revenue pipeline

CRM Connection

Import Account And Deal Data

CSV-ready

Upload two CSV exports to refresh the dashboard with new accounts and deals.

Sample files are available in the project `sample_data` folder.

AI Studio

Output Console

Actionable copy

Click a prospect or deal action to generate tailored messaging.

Awaiting generation...

Prospecting Agent

Top Prospects

Prioritized

Northstar Retail 100/100

Retail | High engagement

Signals: hiring RevOps manager, expanding inside sales team

Next outreach: Email 1: Mention hiring RevOps manager and tie our platform to fixing slow lead routing for Retail teams.

SummitOne Finance 100/100

Fintech | Low engagement

Signals: board mandate for efficiency, new sales methodology rollout

Next outreach: Email 1: Mention board mandate for efficiency and tie our platform to fixing forecast misses for Fintech teams.

Helio Health Systems 98/100

Healthcare | Low engagement

Signals: new CRO joined, CRM migration announced

Next outreach: Email 1: Mention new CRO joined and tie our platform to fixing fragmented account planning for Healthcare teams.

Deal Intelligence

Deal Watchlist

High attention

SummitOne Finance Risk 100

Negotiation | $260,000

Next action: Recover sponsor confidence and tighten mutual action plan

Talking point: Reconnect the value case to forecast misses with quantified impact.

Helio Health Systems Risk 96

Proposal | $180,000

Next action: Rebuild executive alignment and address security objections

Talking point: Reconnect the value case to fragmented account planning with quantified impact.

Retention Agent

Retention Alerts

Early warning

SummitOne Finance Risk 88

Usage: 0.22

Intervention: Trigger success-manager outreach within 24 hours.

BrightPath Logistics Risk 61

Usage: 0.39

Intervention: Trigger success-manager outreach within 24 hours.

Competitive Agent

Competitive Intel

Battlecard push

SummitOne Finance Risk 100

Positioning: Lead with revenue visibility, faster recovery actions, and lower manual CRM overhead.

Counter-message: Buyers may believe competitor dashboards are enough; stress actionability, not just reporting.

Helio Health Systems Risk 96

Positioning: Lead with revenue visibility, faster recovery actions, and lower manual CRM overhead.

Counter-message: Buyers may believe competitor dashboards are enough; stress actionability, not just reporting.

Automation Layer

What The Agent Is Doing

Prospects are researched and scored from CRM-style firmographic and buying signals.

Deal health is monitored for competitor pressure, stalled engagement, and stakeholder change.

Retention workflows trigger before revenue is lost using usage and sentiment risk signals.

Competitive battlecards are pushed into active deal contexts when pressure increases.