Deal risk watch
Deals rarely die loudly. They go quiet, or they sit with one contact who then leaves. This agent watches the pipeline against rules you set, flags the deals that match a risk pattern, and shows the evidence: the last real conversation, who is engaged, what was promised and never delivered. Where you want it, it drafts the note that reopens the conversation.
Step by step
Agree the risk patterns
Going quiet, single-threading, a slipped date, a promise never delivered: we write the patterns down as rules.
Read the pipeline and the traffic
The agent compares record activity with actual conversations, because a record touched yesterday is not the same as a deal that is moving.
Apply the rules to open deals
Each open deal is checked against the patterns and flagged only where the evidence supports it.
Show the evidence per flag
Every flag comes with the last exchange, the people involved and what is outstanding, so the owner can judge quickly.
Draft the re-engagement note
For flagged deals, including closed-lost ones you have asked it to revisit, the agent drafts an approach for the owner.
The owner decides and sends
Flags go to the deal owner and their manager. Any message to the customer is sent by the owner.
Exactly what this agent can see, touch and change
The same five controls sit behind every Askollo agent. These are this one's settings — visible before you build it, not buried in an admin screen afterwards.
Context
What reaches the modelSales managers and revenue leaders who find out a deal has gone cold at the forecast meeting, and want the pattern flagged while there is still time to act.
Escalation
When it asks a personThe deal owner sends any re-engagement message; the agent only flags and drafts
Applications & Rights
Which tools it uses, and what it may do in each
ZapierRead only
GmailRead only
Google CalendarRead only
SlackReadWrites newCreates new records or documents. Never edits, moves or deletes anything that was already there.Verification
How you know it’s rightEvery claim links to the document it came from. A statement the agent cannot cite does not make it into the output — which is what makes the result reviewable in minutes rather than re-read end to end.
Who it’s for
Sales managers and revenue leaders who find out a deal has gone cold at the forecast meeting, and want the pattern flagged while there is still time to act.
What you’ll need
- CRM and mailbox connected
- Written definitions of each risk pattern
- Agreed owners for flags
- A channel for the flag list and a review cadence
What you get
- A flagged deal list with evidence
- A single-threading report by opportunity
- Drafted re-engagement notes for owners
What it doesn’t do
It reads activity, not intent. A deal can be quiet because the customer is on holiday, so flags are prompts for a person, and the agent will not change a stage or a close date on the record.
We build the first one with you
Not a template you configure alone. We sit with your team, build it on real data, and hand over the controls.
Scope
One session with the people who actually do the work. We agree what the agent reads, what it may write, and who approves.
Co-build
Built on your own data, not a sandbox. You watch it being made, so you know why it behaves the way it does.
Handover
You own the controls. Change the context, tighten the rights, move the approval gate — without coming back to us.
Parts of the work currently spread across the categories below. It does not replace any of those products outright.
Frequently asked
Will reps feel monitored?
That depends how you use it. Teams that send flags to the owner first, with the manager copied on the summary rather than each flag, get better results than teams that turn it into a leaderboard. We will configure it either way, and we will tell you what we have seen work.
What counts as going quiet?
Whatever you decide during the co-build session, in terms of your own sales cycle. A long enterprise cycle and a fast transactional one need different rules, and the agent holds both if you sell in both ways.
Does it look at closed-lost deals?
If you ask it to. Most teams run a periodic pass over closed-lost opportunities where the reason was timing or budget, and the agent drafts an approach based on what has changed since. Sending is still manual.
Can it update the CRM stage?
No. Writing stages back is where automation loses people's trust fastest. It flags, it evidences and it drafts, and the record changes when a person changes it.