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How it works

How agents get context

Agents work from a GTM data model that RevTech assembles from your connected systems: CRM objects, activity history, business rules, and the definitions your organization actually uses. Generic AI knows language; an agent is only useful when it knows how your business defines a qualified lead, a healthy account, or a slipping deal.


The layer underneath

Context is a product, not a prompt

The failure mode of most GTM AI is that it reasons impressively over the wrong picture. A model with a clean prompt and no grounding will describe a deal confidently and get the stage, the owner, and the last touch wrong.

RevTech maintains a GTM data model as a first-class layer: your objects and relationships, the activity that moved them, and the rules that give them meaning. Agents read from that rather than from an ad-hoc query at the moment of asking.

  • CRM objects and their relationships, kept current
  • Activity history — what happened, when, and by whom
  • Business rules and definitions specific to your organization
  • Permission scope, so context respects who is allowed to see what

Your definitions

Your business rules, not generic best practice

A qualified lead in one company is an unqualified lead in another. Agents that apply generic best practice produce work that has to be corrected, which is worse than no work at all.

RevTech captures your definitions during onboarding and keeps them versioned. When a definition changes, the change propagates to every agent that relies on it rather than being re-implemented in several places.

Provenance

Every output carries its evidence

Because context is assembled rather than improvised, an agent can show its work. An answer about pipeline risk names the opportunities, the signals, and the records behind it.

That is what makes agent output reviewable in practice. A person approving work needs to check the reasoning, not re-derive the facts.

Frequently asked questions

RevTech assembles the context agents need to work and retains what is required to operate the service and keep an audit record. Your CRM remains the system of record, and data controls and retention are covered on the security page.
Most are, and that is frequently the first thing agents address. CRM hygiene work such as reconciling records, completing fields, and flagging stale opportunities is usually the fastest visible return, because everything downstream depends on it.
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