Assistive
Deal Risk Agent — Spot At-Risk Deals Before They Go Dark
The Deal Risk Agent monitors your pipeline 24/7 for the signals that precede deal loss — silence, stalled stages, declining sentiment, and ghosted stakeholders — and alerts reps before it's too late to recover.
Real-time risk scoring
AI score updated every time a signal changes — not just nightly batch.
Proactive alerts
Rep and manager notified before a deal goes from risky to lost.
Historical win/loss calibration
Risk model learns from your own pipeline history, not generic benchmarks.
Risk Signals the Agent Monitors
| Signal | Risk Level |
|---|---|
| No activity in 14+ days | High |
| Stakeholder went dark after pricing call | High |
| Deal stage stalled more than expected | High |
| Contact sentiment declining across interactions | Medium |
| Decision-maker not engaged in 2+ meetings | Medium |
| Close date slipped 2+ times | Medium |
| Rep hasn't logged any activity this week | Low |
| Proposal not opened after 5 days | Low |
Features
AI deal health score per deal (0-100)
Real-time risk signal monitoring
Historical win/loss model calibration
Rep and manager alert notifications
Recommended intervention actions per alert
Pipeline-wide at-risk summary for managers
Custom risk signal thresholds
Slack and email alert delivery
Deal risk trend over time
Integration with call sentiment data
Email engagement drop detection
Configurable alert frequency and priority
Frequently Asked Questions
What is deal risk scoring and how does it work?
Deal risk scoring is an AI-driven metric that evaluates the probability of a deal closing successfully based on signals observed in your CRM data. The Deal Risk Agent monitors engagement patterns (email opens, call activity, meeting attendance), stage progression velocity (how long a deal has been in each stage relative to your historical close rates), stakeholder involvement, and sentiment trends across recorded interactions. Each deal receives a risk score from 0 to 100, updated in real time whenever a relevant signal changes — not just on a nightly batch cycle.
How is this different from standard CRM deal forecasting?
Traditional CRM forecasting relies on static probability percentages attached to each pipeline stage — a deal in 'Proposal' might default to 60% probability regardless of actual engagement. The Deal Risk Agent goes deeper: it evaluates deal-specific signals and compares them against your historical win/loss data to calibrate a risk score based on what actually predicts loss in your pipeline, not generic benchmarks. The result is a per-deal signal that reflects real engagement health, not just stage position.
What signals trigger a high-risk alert?
The most reliable predictors of deal loss are inactivity signals: no rep activity logged in 14+ days, a key stakeholder who has not responded to the last two or more outreach attempts, a close date that has been pushed back twice or more, and a proposal or demo deck that has not been opened after five or more days. The agent also monitors sentiment decline across call transcripts and email conversations, which often precedes explicit disengagement. Each signal type has a configurable threshold so you can tune sensitivity to match your typical deal cycles.
Can the Deal Risk Agent recommend what action to take?
Yes. When the agent surfaces a risk alert, it includes a recommended intervention based on the specific signals that triggered the alert. For a stakeholder-gone-dark scenario, it might recommend a direct manager-to-manager outreach or a value summary email. For a stalled proposal, it might suggest scheduling a live walk-through call. These recommendations are drawn from your historical win patterns — interventions that correlated with deal recovery in similar past situations.
Does the Deal Risk Agent integrate with Slack or email for notifications?
Yes. Risk alerts can be delivered to a rep's or manager's email inbox, a configured Slack channel, or both. Alert frequency and priority thresholds are configurable — you can set it to alert immediately on High risk signals and send a daily digest for Medium signals. Manager-level views include a pipeline-wide at-risk summary showing all deals above the configured risk threshold, their primary risk signal, and recommended intervention, making it easy for sales managers to run a focused pipeline review.
Stop losing deals you didn't know were at risk
Free 14-day trial. Deal Risk Agent works on your existing pipeline from day one.