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Sales Agent

The process holds.
Without the policing.

The Sales Agent applies your service-level rules and guardrails to every deal, every day. Fully managed by RevTech, so managers coach instead of chase.

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Process consistency should not cost manager hours.

The RevTech Sales Agent is the guardrail layer for your sales process. You author service-level rules once; the agent inspects every deal against them and flags the ones that fall outside the process: stalled stages, missing steps, aging commitments, each with the reason attached. Exceptions route to their owners, and your CRM stays the system of record.

Inspection scales with people

Checking every deal against the process is hours of pipeline review no manager actually has.

Drift shows up late

Deals fall out of process quietly, and the miss surfaces at the forecast call.

Standards vary by team

What gets enforced depends on who is looking, and how busy their week is.

AI Agent

Set the standard once. Keep it every day.

Author the SLA rule library that defines your process. The agent applies it to every deal continuously, flags the ones that drift with the evidence, and routes each exception to its owner.

Author the SLA rule library
Inspect every deal against it
Flag deals outside the process
Route exceptions to their owners
The RevTech action queue: low-severity compliance breaches alongside stage and probability changes, each tagged by type with a review control.
Open action items on a sales team’s queue. Compliance breaches sit next to stage moves and probability changes, each naming the account or deal it affects, when it was flagged and who owns it, with controls to review, resolve or dismiss. This is what routine drift looks like when it surfaces as work rather than accumulating unseen in the CRM — low and medium severity, no emergency. Screenshot of the RevTech application; sample data.
The RevTech SLA rule library: every service-level rule governing the sales process, with its description, object, severity and status.
The rule library behind the Sales Agent. Every service-level rule the sales process is held to is authored here: what it checks, which object it applies to, how severe a breach is and whether it is currently active. RevOps owns this library; the agent only enforces what it contains. Screenshot of the RevTech application; sample data.
Human Control

Reviewed before it changes the business

The agent flags; people decide. Every exception carries the rule it broke and the evidence, so the owner can fix it, waive it, or escalate it.

Review flagged deals
Resolve or waive exceptions
Escalate what needs a decision
Business Impact

Coach the pipeline. Stop auditing it.

Your process becomes something the system keeps, not something managers spend their week checking.

Credit profile: Light. Continuous rule inspection uses fractional credits per deal; cost scales with pipeline size. How pricing works

A consistent motion

The same standard applies to every deal on every team, every day.

Earlier saves

Drift is caught while there is still time to act, instead of at the forecast call.

Manager time back

Pipeline reviews start from flagged exceptions instead of a deal-by-deal audit.

Questions teams ask

Practical answers for teams evaluating the Sales Agent.

The service-level rules and guardrails you author: stage requirements, activity SLAs, required fields and steps. It inspects every deal against the library and flags the ones that fall outside the process, with the reason attached.
No. It flags and routes. Owners resolve, waive, or escalate each exception. The judgment stays with your team, and your CRM stays the system of record.
Validation rules block a save. The Sales Agent watches the process between saves for stalled stages, aging commitments, and missing steps, then brings exceptions to the right person with context, not an error message.
RevTech starts at $499/month for 500 credits, with additional credits at $1 each. Continuous inspection is a light credit profile; see the pricing page for how credits work.

Explore the other agents.

Every agent works from the same business context, the same controls, and the same human review, on one operating layer across GTM.

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See agents carry the repeatable work of GTM across sales, marketing, customer success, and RevOps. Every action prepared, reviewed, and recorded. Fictional data, real product.

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