For CROs, sales, customer success and RevOps leaders
Know which deals slip before the forecast call
Ask out loud for a pipeline review, an account brief, a churn list or a discount decision. Tiersel reads your CRM, product usage and support data, shows every step it took, and waits for your approval before anything changes.
Live demo on synthetic data · Built on Jev by TypeSafe AI
An animated example types requests as if they were spoken and shows the card Tiersel builds for each one.
For the CRO, VP Sales, VP Customer Success or Head of RevOps at a B2B SaaS company
Your reps spend most of the week not selling.
Before a call, someone stitches together the CRM record, usage dashboards, open tickets and last quarter's notes. Before the forecast call, managers chase reps for close dates. Discount requests sit in a queue while the quarter ends. Renewal risk shows up after the customer has already decided. The data to answer each question exists. It is spread across six systems, and pulling it together is the work that crowds out selling.
“Heads of sales operations are under constant pressure to produce accurate forecasts to help shape decision making.”
4 agent workflows
Built for the work your team already does.
Each workflow starts from a sentence. The agent calls your systems, shows its evidence, and waits for a person before anything consequential happens. Every card below is the real, working interface.
Workflow 01 · Account executive or CSM
Account brief before a customer call
01 · Trigger
Call on the calendar
The rep asks for a brief, or the brief is requested for the next customer call on their calendar.
02 · Tool call
Pull the account
Reads ARR, plan, renewal date and health score from the CRM, and the stakeholder list with the last touch for each contact.
03 · Tool call
Check usage, tickets and news
Reads 12 weeks of seat and login usage, open support tickets and recent public news about the customer.
04 · Reasoning
Write three talking points
Ranks what matters for this call: a usage drop, a quiet economic buyer, an escalated ticket. Each point cites the record it came from.
05 · Human approval
Rep approves the follow-up
The recap template and the CRM log entry are prepared. Nothing is sent or written until the rep approves.
Nothing happens until a person approves06 · Outcome
Walk in prepared
The rep starts the call with the account's numbers, people and risks on one screen instead of five tabs.
What changes
Call prep that used to mean opening the CRM, the usage dashboard and the support queue becomes one spoken request and one approval.
Workflow 02 · VP Sales or front-line sales manager
Pipeline review for the quarter
01 · Trigger
Forecast call prep
A sales leader asks how the quarter looks, usually before the weekly forecast call.
02 · Tool call
Read forecast and history
Pulls closed, commit and best case against quota from the CRM, plus close-date changes over the last 90 days.
03 · Tool call
Check activity and contracts
Reads the last email or call on each deal and whether the contract is waiting on the customer's legal team.
04 · Reasoning
Flag slipping deals
Marks commit deals whose close date moved twice, that are single-threaded, that have gone quiet for 14 days, or where legal has stalled.
05 · Human approval
Leader picks what moves
The leader reviews the flagged deals and approves which ones move to next quarter. Owners are notified only after approval.
Nothing happens until a person approves06 · Outcome
A forecast you can defend
Commit reflects the deals that can close, and each change has a reason attached.
What changes
The forecast call starts from a reviewed list of at-risk deals, with every move recorded and explained.
Workflow 03 · VP Customer Success or CSM manager
Churn risk and save plays
01 · Trigger
Weekly risk review
A customer success leader asks which accounts are at risk, across the book or for renewals this quarter.
02 · Tool call
Score the book
Reads health scores, 60 days of product usage, support ticket volume and the latest NPS responses.
03 · Tool call
Check the people
Looks for champion changes on each account, since a departed champion is one of the clearest renewal risks.
04 · Reasoning
Rank and plan
Ranks accounts by risk and ARR, names the signals behind each score, and suggests save plays that match those signals.
05 · Human approval
CSM approves the outreach
A drafted note from the account's CSM waits for approval. It is sent from the CSM's mailbox only after someone says yes.
Nothing happens until a person approves06 · Outcome
Earlier conversations
Save plays start while there is still time before the renewal date.
What changes
At-risk ARR is visible in one list with its reasons, and outreach starts with a human decision rather than a report nobody reads.
Workflow 04 · Deal desk, RevOps or VP Sales
Deal desk discount approval
01 · Trigger
Discount request
A rep asks for a discount or non-standard terms above their authority.
02 · Tool call
Read the quote and policy
Pulls list price, seats, term and payment terms from the quote, and the approval limits and margin floor from the pricing policy.
03 · Tool call
Compare with precedent
Finds similar closed deals from the last 12 months and the non-standard clauses in the customer's redlines.
04 · Reasoning
Recommend a counter
Checks rep authority, margin floor, multi-year requirements and payment terms, then proposes a counter such as a lower discount on a longer term.
05 · Human approval
Approver decides
The right approver sees the request, the guardrail checks and the counter, and approves, changes or rejects it.
Nothing happens until a person approves06 · Outcome
A consistent answer
The rep gets a decision with its reasons, and the approval is recorded against the deal.
What changes
Discount decisions follow the same policy every time, with the evidence and the approver on record.
How it plugs in
An agent on your systems, one component per workflow.
Requests come in by voice, text or system event. The router picks the workflow, the agent calls your systems, and the answer lands as a live card where your team works. Nothing is written back until a person approves it.
In
Tiersel
Your systems
Out
Workflow blueprint · Account executive or CSM
Account brief before a customer call
- Starts when
- Call on the calendar. The rep asks for a brief, or the brief is requested for the next customer call on their calendar.
- Reads
- Pull the account. Reads ARR, plan, renewal date and health score from the CRM, and the stakeholder list with the last touch for each contact.
- Check usage, tickets and news. Reads 12 weeks of seat and login usage, open support tickets and recent public news about the customer.
- Decides
- Write three talking points. Ranks what matters for this call: a usage drop, a quiet economic buyer, an escalated ticket. Each point cites the record it came from.
- Waits for
- Rep approves the follow-up. The recap template and the CRM log entry are prepared. Nothing is sent or written until the rep approves.
- Writes back
- Walk in prepared. The rep starts the call with the account's numbers, people and risks on one screen instead of five tabs.
This workflow is one component
export const accountbrief = defineSkill({id: "accountbrief", category: "revenue",// when this workflow, and not a neighbour, is meantcriterion: "The user wants to prepare for a call or QBR with a B2B customer account: ARR, renewal, health, stakeholders, usage, open deals and tickets (not a consumer customer record, a news briefing or scheduling the meeting).",examples: ["brief me on the northwind account before my call", "prep me for my call with pinecrest"],match: (text) => score, // intent score, runs on every wordparse: (text, ctx) => record, // entities + tool calls into your systemsreply: (record) => "…",Card: AccountBriefCard, // the live UI, with its approval step});
The id, criterion, examples and reply are read live from the skill that renders the card above. Adding a workflow for your team means adding one of these: its intent, the calls it makes, what it says, and the interface your people approve in.
Fits your stack, answers to your people
Reads your systems. Acts only with approval.
What the agent connects to
CRM
Customer success platform
Product analytics
Support desk
CPQ and contract management
Revenue intelligence and email
Product names are examples of systems in this category. Each deployment is connected to your systems through their APIs as part of the build.
Approval before anything changes
Moving a deal, sending outreach, logging to the CRM or approving a discount waits for a person to approve it. The agent prepares the action and stops.
Every step is logged
Each card shows the systems the agent read, what it found and how long it took. Approvals and rejections record who decided and when.
Least-privilege access
When deployed, the agent uses scoped service accounts that can read what each workflow needs and write only the actions a person approves.
Synthetic data in this demo
Every company, person and number on this page is invented.
The cost of doing it by hand
Put your own numbers in.
Move the sliders to match your operation. Nothing is sent anywhere unless you choose to email it.
Each year
800
staff hours back, about 0.4 full-time people
$52,000
of staff time, at your hourly cost
Email me a pilot plan for these numbersAssumes the agent takes over the data gathering, not the conversation or the decision. The $65 default starts from the BLS May 2024 median wage for technical and scientific sales representatives ($100,070 a year, about $48 an hour) and adds roughly a third for benefits and overhead. Change any number to match your team.
Hours = account and deal reviews a month × 12 × minutes each × share, ÷ 60. A full-time person is 2,080 hours a year. Default hourly cost from U.S. Bureau of Labor Statistics, Occupational Outlook Handbook, 2024.
Questions buyers ask
Straight answers.
When deployed, the agent runs in your environment and reads your systems through scoped service accounts. Customer records stay there. This demo uses only synthetic data.
No. Moving deals, sending outreach, writing to the CRM and approving discounts all wait for a person to approve. Every approval and rejection is logged.
They are only as good as the signals in your systems. Each flag shows the evidence behind it, such as a usage drop or a pushed close date, so a manager can check it before acting. A pilot measures the flags against what actually happened in past quarters.
No. It reads from and writes to the tools you already use. It removes the work of pulling data together before a call, a forecast review or an approval.
Pick one workflow, usually pipeline review or call prep, connect read-only access to the systems it needs, and run it alongside your current process for a few weeks before turning on any write actions.
The demo on this page is free and needs no signup. For a pilot on your own data, book a call and we will scope it with you.
See it on your own workflow.
Watch the revenue teams workflows run end to end, or speak to the agent yourself. Then tell us which one to build on your data.
Scope a pilot with hello@sasid.ai- 01
Pick one workflow
A short call to choose the workflow that costs you the most time, and who approves its actions.
- 02
See it on your data
We build that workflow against your sample or de-identified data so your team judges the real thing.
- 03
Run it with people in charge
Your staff use it on live work. The agent drafts and prepares; a person approves every consequential step.
- 04
Decide from results
You keep what measurably saves time and drop what does not.
Other operations
The same agent, other teams.
- Contact centers and customer operationsScore and coach every call, not one percentLive assist on a billing callQA on every callQueue pulse and staffing movesCustomer lookup with a next best action
- Healthcare providersTake the desk work off your cliniciansPre-visit chart reviewReferral and specialist bookingResults inbox triagePrior authorization packet
- Banks, credit unions and fintechsWork the alert queue with every step loggedFraud alert reviewKYC and KYB onboarding reviewClient book rebalancingLoan underwriting
- Property and casualty insuranceEvery new claim triaged before adjusters log inFirst notice of loss to an assigned claimMorning triage of new claimsCoverage position on a reported lossCommercial renewal review
- Logistics and supply chainFix freight exceptions before customers feel themShipment exception recoveryStockout risk and rebalancingLoad dispatchSupplier scorecard and corrective action
- IT operations and site reliabilityShorter incidents, with a person approving every fixIncident command during an outageOn-call handoff and alert tuningJust-in-time production accessPostmortem draft from the incident record
- Restaurants and restaurant groupsCatch every leak before the next serviceLoss watch on the registerOwner brief after closeCover a call-out86 an item everywhereUnstick the kitchenKeep the pickup shelf moving