SALES INTEL / BUILT ON MCOS
Turn buyer conversations into reviewable deal intelligence. See what the buyer stated, what the agent inferred and what still needs an answer—then carry that basis into the next move.
Pilot-stage protocol · Source-grounded analysis · Human review
“Up to $300,000…Fictional Call 1 / saved excerpt
subject to board approval.”
Keep the condition with the figure.
The call ends. The next agent or reviewer still needs to know what the recommendation rested on.
Follow one findingFROM BUYER WORDS TO A REVIEWABLE NEXT MOVE
Start with a buyer-stated workflow problem. Follow the proposed next move and the approval questions that remain open.
01 / READ THE RETAINED EXCERPT
Sales Intel surfaces available quotation text and recorded attribution alongside findings. Here, Dana describes a workflow problem and a conditional buying context.
REVIEWER READING / THE RECORDED EXCERPTS
Available excerpts and attributions vary with the saved assessment. A linked quotation does not by itself verify the interpretation.
A retained basis supports review. It does not establish a deal’s likelihood of closing, the buyer’s actual budget or permission to act.
INSIDE THE WORKSPACE / EIGHT MODULES
Move from agent analysis to reviewable decisions. Expand each group to see the supporting workspace modules.
01 / QUALIFICATION
Review the agent’s deal posture and stakeholder picture alongside the call evidence.
Qualification signals and pain-point summaries for review.
Recorded participants, interpreted roles and the questions still open.
02 / COMMERCIAL BASIS
Keep stated figures, derived amounts and unsupported assumptions distinguishable.
Inspect financial support, periods, qualifications and withholding states. The module name is not independent verification.
Review recorded and model-derived risks with the evidence and limits behind them.
03 / RESPONSE PLANNING
Use the recorded requirements and timing to prepare an informed next conversation.
Requirements and constraints tied to the saved call record.
Stated milestones and model-assisted sequencing; targets remain distinct from commitments.
04 / ACTION & ACCOUNTABILITY
Inspect proposed actions and trace the documented basis before deciding what to do.
Draft next moves, suggested ownership and reviewable handoffs.
Inspect the available source links and recorded support behind the analysis.
Saved call analysis can support follow-up, coaching and handover. Ratings and proposals reflect the saved view; missing information remains unknown.
AFTER THE CALL / BEYOND THE MODEL RUN
When an agent, seller or team changes, a finished summary leaves questions. The useful handover preserves the buyer’s words, the recorded support and the qualifications behind the next move.
A reviewable summary, with qualifications.
Available nodes and edges in a JSON snapshot.
Inspect source links and documented support in the workspace.
Brief and text-report exports carry the saved analysis and its qualifications. A graph snapshot is not automatically a full audit package or a source companion.
Financial support, periods and withholding states must stay with the figures. Costs, protected revenue, opportunities and budget remain separate; they must not be combined into savings.
Retaining a record does not make arbitrary agents or models interchangeable. Repeating specified checks requires the compatible receiver, required source material and applicable rules.
Product capabilities and export access depend on the engagement. Illustrative example downloads above are separate from client records.
START WITH A REAL QUALIFICATION QUESTION
Identify the permitted inputs, the decision you need to support and the accountable reviewer for a Sales Intel pilot.
