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Project 03 · AI EngineeringIn Development

AI Deal Intelligence Agent

Understand → Recommend → Prepare → Approve → Execute

An AI-powered deal intelligence system that analyzes sales conversations and CRM context to identify deal risks, recommend next-best actions and automatically structure actionable intelligence for the revenue team.

LLM APIsGongCRMDeal RiskNext-Best-ActionHuman Approval

Business Question

The GTM Question

"How can sales teams turn conversations and CRM activity into actionable deal intelligence automatically?"

Architecture Preview

Sales Conversation
↓
Transcript
↓
LLM Analysis
↓
Deal Context
↓
Risk Detection
↓
Next-Best Action
↓
Human Approval
↓
CRM Update
↓
Rep Notification

Tech Stack

n8nLLM APIsGong / TranscriptsHubSpot / SalesforceJavaScriptREST APIs

Technical Skills Demonstrated

AI AgentsLLM IntegrationPrompt EngineeringTranscript AnalysisDeal Risk DetectionNext-Best ActionsHuman-in-the-LoopCRM Automation

Status

In DevelopmentSystem in development · full case study will be published once it is built