◉
AI agents
Agents that work every deal,
with a preview first.
Build agents like a deal-risk analyzer that run on every meeting, write back to CRM fields and post to Slack. Every agent gets a preview run before anything goes live, so nothing changes without your OK.
✓ Runs on every meeting
✓ Preview before it goes live
Agents / Deal risk analyzer
Draft
✓
Basics
✓
When to run
3
Delivery
Agent
Deal risk analyzer
Sales
What to look for
Flag late-stage deals above the median deal size where the economic buyer has not joined a call. Explain why, and suggest one next step.
Preview run
3 past meetings
Acme Labs
Proposal call, 12 Oct
At risk
Lumen Group
Negotiation call, 9 Oct
At risk
Written to Salesforce
After your OK
is_at_risk
→
Deal_Risk_Flagged__c
risk_reason
→
Deal_Risk_Reason__c
Turn on for every new call
Turn on
Trusted by revenue teams at 100+ companies worldwide.
The problem
Insights stay buried
in recordings.
Nobody has time to turn every call into CRM updates, risk alerts and next steps. So what the buyer said stays in a recording nobody opens.
01
The call ends
The buyer named a budget owner, a competitor and a deadline. All of it sits in the recording.
02
Nobody writes it up
Reps move straight to the next call. The CRM fields stay as they were before the meeting.
03
The risk shows up late
The deal looks healthy in the CRM until it slips, and nobody saw it coming.
Aria vs a recorder
A recorder leaves you a file.
Agents leave the work done.
Call recorders like Gong store the call and score it for a manager later. Aria helps the rep live, and agents turn every call into fields, alerts and next steps.
After a call with a recorder
–
A recording and a transcript
–
A call score for a manager to review
–
CRM fields left for the rep to update
–
Risks found in next week’s review
After a call with Aria
✓
Live help for the rep while the buyer was talking
✓
Risk score and reason written to the deal
✓
An alert in the right Slack channel
✓
The next step drafted, waiting for the rep’s OK
Agents run on the calls you choose, and the buyer sees a normal meeting.
What agents do
Built for the deal,
not for a dashboard.
Describe what you want checked on every call. Agents read the meeting, the deal emails and the CRM, then write the answer where your team already works.
Runs on every meeting
Once it is on, the agent reads each new call, the deal emails and the CRM record.
Preview before it goes live
Run it on past meetings and check every answer before it touches a real deal.
Source attached
Every field it writes links to the moment in the call it came from.
Nothing changes without your OK
CRM updates wait for approval, so the rep stays in charge of the record.
Agent library
+ New agent
Deal risk analyzer
Sales
Flags late-stage deals with a missing economic buyer, and says why.
CRM field
Slack
Pre-call brief
Prep
The account, the attendees and the open risks in one message.
Slack
MEDDICC capture
Sales
Fills qualification fields from what the buyer said.
CRM fields
Next steps
Follow-up
Turns commitments on the call into tasks with owners and dates.
CRM tasks
How it works
Describe it.
Preview it. Turn it on.
Define what the agent looks for and where its output goes, run it on past meetings to check it, then let it run on every new call.
Describe it
Say what the agent looks for, which deals and meetings it runs on, and the fields it returns.
Flag deals where the economic buyer has not joined a call…
is_at_risk
risk_reason
Preview it
Run it on past meetings to check its answers, with the source for each one, before anything goes live.
Preview on past meetings
6 flagged
14 clear
Check each answer and its source before going live.
Turn it on
It runs on every new call and writes to the CRM and Slack, after the rep’s OK where you want one.
Agent on
Live
CRM fields
Slack
KC
Katie Chatterton
VP Sales, Pointcare
“
Book a demo
Build your first agent
with us.
Thirty minutes. Tell us the one thing you want checked on every call and we will build the agent live.
Proshort
Live demo with Aria
⏱
30 min
◉
Google Meet, link in the invite
✦
Aria joins, so you see the help live
🌐
Any timezone
