AI Deal Coach

This demo showcases an AI-powered deal review experience where an agent coaches sales reps through opportunity qualification. The agent asks probing questions, scores responses against sales methodology criteria (MEDDPIC/BANT), suggests improvements, and automatically updates opportunity fields—turning deal reviews from a burden into a valuable coaching session.

• Empty opportunity fields: Reps don't fill out qualification criteria consistently

• Subjective scoring: MEDDPIC/BANT scores vary based on who's reviewing

• Time-consuming reviews: Managers spend hours in deal review meetings

• Lack of coaching: Reviews focus on status, not improving deal strategy

• Data entry burden: Reps avoid updating opportunities

• Select opportunity from pipeline list

• Agent reviews current state and identifies gaps

• Conversational coaching with probing questions

• Real-time scoring against methodology (MEDDPIC/BANT)

• Auto-population of opportunity fields from answers

• One-click accept and save to update record