AE submits the deal from Salesforce. The agent inherits the opportunity, the proposed quote, and the AE's notes.
- Account
- Helix Robotics (Series B SaaS)
- ACV
- $148,400
- List
- $190,000 (22% discount)
- Term
- 18 months · 1 quarter ramp
- AE
- M. Patel
← All Demos .02
Live Demo · Sales Agent
A non-standard deal at the desk
Watch the Sales Agent run a custom-discount deal through policy, draft the approval memo, and sync the CRM in one move.
AgentPrime Sales Agent
healthy
- .01 Deal desk queue 7 open median age 3h 14m
- .02 CRM hygiene score 96% +9pp QoQ
- .03 Forecast accuracy 94% segment-level, last 4 quarters
- .04 Auto-approved this week 31 deals $2.4M ACV
Operating across
- Salesforce
- DealHub
- Snowflake
- Slack
- Gong
The Scenario
It's a Tuesday afternoon. An AE submits a Series-B SaaS deal at $148K ACV — 22% off list, 18-month term with a one-quarter ramp. The prior deal desk turnaround was five business days. The Sales Agent picks it up in 11 seconds.
- Company
- B2B SaaS · $85M ARR · 120-person sales org
- Stack
- Salesforce · DealHub · Snowflake · Slack · Gong
The Workflow
7 frames. The agent's work, end-to-end, in 11 seconds.
Reads the deal package, the AE's notes, the customer's prior interactions in Gong, and the active discount policy. Three things stand out.
- 1 Discount is 22%, above the 15% AE auto-approve cap but below the 25% RVP cap.
- 2 Customer has a competing offer from a named alternative (cited in the AE notes).
- 3 Ramp deal — first quarter at 50% of list. Policy permits ramps on multi-year only.
Standard discount falls inside RVP-approval band. Ramp structure conflicts with the multi-year requirement (this is 18 months) — needs a deal-desk exception.
- Discount band: Tier 2 (15–25%) — requires RVP single-click approval
- Ramp exception: required (deal is 18 months, not 24+)
- Routing: RVP for discount, deal desk for ramp exception
Agent drafts a one-page approval memo with deal economics, competitive context, and the ramp justification. Attached to the deal in DealHub.
- Memo
- Helix Robotics · $148K · 22% / ramp
- Sections
- Economics · Competitive · Ramp rationale · Recommend
- Recommend
- Approve with quarterly true-up
- Risk note
- Competing offer cited
- Routed to
- RVP + Deal Desk
Opportunity stage, expected close date, and discount reason fields are updated in Salesforce. A summary lands in #deal-desk for visibility.
- Stage
- → Proposal/Price Quote
- Discount reason
- Competitive + ramp
- Slack channel
- #deal-desk (visibility post)
- Expected close
- End of quarter
- Next review
- RVP, by 6:00 PM
[2026-05-27 14:14:11] sales-agent DEAL_DESK_ROUTED opp=DH-4419 account=helix acv=148400 discount_pct=22 ramp=true band=tier2 policy=DD-2026.2 memo_attached=true routed=[rvp, deal-desk] duration=11s
Queue ticks down. Median age drops. The agent moves to the next opportunity. The AE gets a Slack DM with the next steps and the expected approval window.
- Queue remaining
- 6 open
- Median age
- 2h 47m
- AE notified
- Expected approval by 6:00 PM
- Hygiene delta
- +0.1pp
Outcome at scale
5 days → 4 hours
Across a full quarter this loop runs thousands of times. Deal desk turnaround compresses from days to hours and CRM accuracy holds steady at 96%.