Active Proposals
5 total
Security Audit + Remediation
$19,000
HealthData Ltd
Inbound — needs compliance scope
Customer Support Chatbot
$12,000
RetailMax
Inbound from LinkedIn — qualifying call done
Data Analytics Dashboard
$28,000
FinServ Corp
Competitor in final stage — urgent
AI Sales Automation Platform
$45,000
TechFlow Inc
Full-stack AI pipeline — high confidence
Workflow Automation Suite
$7,500
LogiCo
Signed — starting onboarding next week
Agent Decisions
recent
approve proposal
🤖 RevenueAgent
Deal size >$40K, TechFlow has budget cycle Q3, competitor data confirms willingness
high
5d ago
route lead
🤖 RoutingAgent
Inbound from LinkedIn, SMB segment, fits ICP — routing to outreach queue
medium
5d ago
schedule meeting
🤖 SchedulingAgent
LogiCo accepted, contract sent — proposing kickoff call for next Monday
high
6d ago
adjust price
🤖 PricingAgent
FinServ comparing 3 vendors, 10% discount recommended to stay competitive
⚠ Overridden by Syed: Client explicitly said they prefer premium support over discount — keep full price
medium
6d ago
send email
🤖 OutreachAgent
Follow-up email sent with ROI calculator attachment — open rate 82%
high
8d ago