AI Deal Desk
From a buyer’s request to your approved reply
The AI Deal Desk is the software inside the Revenue Agent plan. It reads a matched request and your profile, then drafts the reply, the negotiation notes and the proposal. Your team approves every message.
1
Start from a real request
Work begins from a matched buyer request and your own profile, never from a scraped list.
2
Draft the reply
A first reply with the reasoning attached: why you fit, what to ask, what to offer.
3
Prepare the negotiation
Notes on likely objections, comparable options the buyer may weigh, and a proposal outline.
4
Your team approves
Approve, edit or reject. Team seats and an approval step are part of the plan.
5
Send from your own channel
Messages go out from an address that is really yours.
6
Record the outcome
Replies, meetings and results are logged against the request, so follow-ups are timely and matching improves.
Guardrails
Built to be trusted with your name
- No auto-send. Approval is a required step, not a setting.
- Email-law compliant by default. Outreach follows the rules where your recipients are — CAN-SPAM, GDPR, CASL and their local equivalents.
- No invented facts. Drafts cite the request; claims about your company come only from your own profile and materials.
- Your data stays yours. Drafts and outcomes are not shared with other companies.
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