SALES
Autonomous MAP Recovery Agent
An agent that investigates a flagged drifting mutual action plan end to end — reading the deal history, deciding the right recovery move per silent milestone, and executing nudges.
How it runs
The automated pipeline, trigger to output.
- TriggerWebhook from drift detector with deal idHTTP webhook
- ActionRead opportunity, milestones, and email contextSalesforce
- LogicAgent decides recovery move per milestoneOpenAI
- ActionExecute Slack nudge or escalationSlack
- ActionDraft tailored buyer email where chosenGmail
- OutputWrite decision log to SalesforceSalesforce
What it does
When a deal is flagged as drifting, an agent pulls the full mutual action plan and recent communication context, reasons about each silent milestone, and chooses the appropriate recovery action: a Slack nudge to the rep, a drafted buyer email, or an escalation to the manager. It records its reasoning so the team can audit every decision.
When to use it
Use it when uniform reminders are too blunt and you want judgment applied per milestone — distinguishing a buyer who needs a gentle ping from a deal that needs manager escalation. Best for high-value deals where tailored recovery matters.
How it works
- 1A webhook from your drift detector triggers the agent with the deal id.
- 2The agent reads the opportunity, MAP milestones, and recent Gmail context.
- 3For each silent milestone it decides the recovery move from owner side, days late, and deal value.
- 4It executes the chosen action — Slack nudge, Gmail draft, or manager escalation.
- 5It writes a decision log with rationale back to Salesforce for audit.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect GmailRead, draft, send, label.
- 3Connect SlackChannels, DMs, threads, mentions.
- 4Connect OpenAIModels, embeddings, files.
- 5Connect HTTP webhookTrigger any URL on agent actions.
- 6Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 7Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 8Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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