The agent catalog

Twenty four functional agents. Eight categories. One connective spine.

Every agent in our catalog is a production grade specialist, not a chatbot. Each one has a named executive sponsor, a measurable outcome, and a defined data dependency. They’re deployed selectively against your operating model, instrumented for eval, and shipped quarterly through the Run phase.

24
Production grade agents in catalog
8
Functional categories
5
C level executive sponsors
4
Core operating pillars
Pillar 01 · Lifecycle entry

Intelligent Onboarding

Bring new partners live in under 72 hours with full structured data capture. Three agents work in concert to verify identity, calibrate tier, and provision systems.

Partner Onboarding Orchestrator

Pillar 1 · Onboarding

Automates the full partner intake sequence, KYC verification, tier placement (Platinum / Gold / Silver), and system provisioning, so no human touches routine onboarding tasks.

Sponsor: VP Alliances
Measured impact
60% manual toil reduction; <72h time to value across pilot deployments.

Tier & Segment Calibrator

Pillar 1 · Onboarding

Continuously re evaluates partner tier and segment based on bookings velocity, certification depth, and customer NPS, surfacing tier change recommendations to the partner exec monthly.

Sponsor: Partner Executive
Measured impact
Eliminates annual tier review cycle in favor of monthly continuous re tiering.

Compliance & Background Verifier

Pillar 1 · Onboarding

Cross references partner entity against sanctions lists, beneficial ownership registries, and your existing compliance system; auto flags edge cases for human review.

Sponsor: Chief Compliance Officer
Measured impact
100% structured data capture on day one; audit grade evidence trail.
Pillar 02 · Revenue motion

AI Co Sell Engine

The active layer where deals get routed, partners get matched, proposals get drafted, and competitive intelligence flows back into the next pitch. Four agents form the core revenue motion.

Co Sell Deal Router

Pillar 2 · Co Sell

Listens for new deal registrations in real time, runs AI account matching against partner specialization, identifies the optimal partner, and spins up a Slack Connect deal room instantly.

Sponsor: CRO · Deal Desk
Measured impact
+38% deal velocity; +47% co sell win rate observed across pilots.

Proposal Drafting Agent

Pillar 2 · Co Sell

Auto drafts customized co sell proposals using account technographics, partner expertise, and your product positioning, ready for seller review within an hour of deal room creation.

Sponsor: Sales Enablement
Measured impact
Proposal turnaround compressed from days to hours; quality scores held by reviewer panel.

ABM Account Partner Matcher

Pillar 2 · Co Sell

Maps every ABM target account to its primary and secondary partner based on firmographics, existing relationships, and historical win patterns. Surfaces unmapped accounts and coverage gaps weekly.

Sponsor: CMO · Channels Leader
Measured impact
Weekly ABM coverage report; partner aligned to every named target account.

Win/Loss Intelligence

Pillar 2 · Co Sell

Analyzes every closed deal 48 hours after close. Surfaces competitive displacement patterns, identifies winning partner + solution combinations, and auto updates battlecards across Salesforce and the Partner Copilot.

Sponsor: VP Sales · Enablement
Measured impact
Battlecards refreshed weekly instead of quarterly; competitive displacements caught early.
Pillar 03 · Capability layer

Adaptive Enablement

Personalized certification, sales readiness, and certification velocity, refreshed weekly on real delivery signals, not annual program cycles.

Personalized Learning Path Generator

Pillar 3 · Enablement

Builds an individualized certification curriculum for each partner consultant based on role, delivery gaps, and current cert status, refreshed weekly as delivery signals change.

Sponsor: VP Enablement
Measured impact
2.3× certification velocity; 76% retention of certified consultants.

Partner Sales Readiness Scorer

Pillar 3 · Enablement

Measures whether each partner’s sales reps can pitch and close your deals independently, tracks product knowledge assessments, demo completions, and pipeline initiation to produce a per partner readiness score.

Sponsor: VP Sales · Enablement
Measured impact
Identifies sales ready cohort at a partner firm level; feeds Pillar 2 deal routing eligibility.

Certification Velocity Monitor

Pillar 3 · Enablement

Tracks certification velocity by partner and tier against the demand model. Flags partners falling behind expected ramp and auto triggers enablement team outreach with the specific curriculum gap.

Sponsor: VP Enablement
Measured impact
+28% YoY certification growth; predictable ramp on Big 4 and large SI cohorts.
Pillar 04 · Intelligence layer

Revenue Intelligence

Health scoring, forecast reconciliation, and at risk + expansion detection, the agents that keep the CRO and CFO holding the same forecast.

Health Score Monitor

Pillar 4 · Revenue Intel

Nightly recalculation of partner health scores using activity, pipeline, and engagement signals. Continuous threshold monitoring dispatches Slack alerts and creates rescue pod tasks when accounts go at risk.

Sponsor: CRO · Account Mgmt
Measured impact
7 day stage stall trigger; ~78% of partner book maintained in healthy zone.

Forecast Reconciliation Agent

Pillar 4 · Revenue Intel

Weekly reconciliation of the ML forecast against live Salesforce pipeline. Flags material variances to leadership before the Friday exec sync and writes reconciled data back for model retraining.

Sponsor: CFO · Finance
Measured impact
±4% forecast accuracy on 12 week horizon; +24% YoY accuracy lift.

Expansion & Renewal Risk Agent

Pillar 4 · Revenue Intel

Continuously scans usage telemetry, support volume, partner engagement, and feature adoption to surface expansion ready accounts AND flag renewal risk. Forward looking, not backward.

Sponsor: CCO · Customer Success
Measured impact
118% NRR on partner led accounts vs. 112% direct; +6pt premium.
Functional category · Marketing

Co Marketing Orchestration

Joint campaign execution, partner demand monitoring, and co branded content generation, the agents that make MDF a leveraged investment instead of a budget line.

Co Marketing Campaign Orchestrator

Marketing

Launches and manages joint campaigns with partners, syncs co branded assets to partner portals, deploys partner specific instances, and tracks MQL attribution and ROI per partner per campaign.

Sponsor: CMO · Partner Marketing
Measured impact
7.4× MDF ROI; 4.2× MQL volume vs. solo campaigns.

Partner Demand Gen Monitor

Marketing

Tracks partner sourced MQL volume against weekly targets by partner and tier. Auto triggers demand gen plays, content push, event invite, partner manager outreach, when pipeline dips below threshold.

Sponsor: CMO
Measured impact
Weekly partner MQL targets vs. actuals; closes the demand loop in days, not quarters.

Co Branded Content Generator

Marketing

AI drafts co branded campaign assets, webinar abstracts, landing page copy, email nurture sequences, social posts, pre populated with partner brand voice and your product positioning.

Sponsor: CMO · Brand
Measured impact
Co marketing content production from weeks to days.
Functional category · Sales Enablement

Sales Enablement

The agents that turn enablement from a quarterly training event into a continuous capability layer for both your sellers and your partners’ sellers.

Battlecard & Playbook Generator

Sales Enablement

Generates partner specific battlecards and playbooks from current win/loss intelligence, competitive signals, and product positioning, published to Salesforce and the Partner Copilot weekly.

Sponsor: VP Sales · Enablement
Measured impact
Weekly battlecard refresh against the previous week’s real deal data.

Deal Coach · Partner Copilot

Sales Enablement

Live in room coaching agent that sits inside the Slack Connect deal room. Surfaces the right battlecard, the right reference customer, and the right next action based on the deal stage and conversation context.

Sponsor: CRO · VP Sales
Measured impact
Reduces "deal coaching" calendar load by ~40% across the front line.
Functional category · Product Strategy

Product Strategy

Partner influenced roadmap, multi solution attach, and solution composition, the agents that close the loop between what partners are hearing and what the CPO ships.

Partner Roadmap Intelligence

Product Strategy

Mines partner Slack channels, QBR notes, support tickets, and field consultant feedback to surface emerging roadmap themes. Auto clusters partner asks by solution area, tier, and projected pipeline impact.

Sponsor: CPO · Roadmap Board
Measured impact
38% of shipped features partner influenced; weekly ranked digest to the CPO.

Solution Composition & Attach

Product Strategy

Recommends multi solution bundles to partners and sellers based on industry, partner specialization, and historical attach patterns. Pre packages cross vector solution sets the partner can sell on day one.

Sponsor: CPO · CRO
Measured impact
Drives the 74% multi solution revenue metric in mature ecosystems.

Integration Coverage Scanner

Product Strategy

Continuously scans the tech integration footprint your customers run, and the integrations your partners offer, to surface coverage gaps and routing opportunities for the product team.

Sponsor: CPO · Platform
Measured impact
70+ integrations monitored; coverage gaps reported into the quarterly roadmap council.
Functional category · Customer Success

Customer Success

Advocacy orchestration, expansion signal detection, and reference management, the agents that turn delivered outcomes into the next campaign and the next renewal.

Advocacy & Reference Orchestrator

Customer Success

Maintains the customer advocacy pipeline, identifies high NPS partner delivered accounts, surfaces case study candidates, schedules customer panels, and routes reference requests to the right account.

Sponsor: CMO · CCO
Measured impact
Continuous case study pipeline; vetted customer stories feed CMO campaign library.

Rescue Pod Coordinator

Customer Success

When the Health Monitor flags an at risk account, the Rescue Pod Coordinator spins up the right cross functional pod, partner CSM, vendor CSM, sales, sometimes product, with the right context pre loaded.

Sponsor: CCO
Measured impact
Rescue motion launched within hours of at risk signal, not weeks.

NPS & Sentiment Synthesizer

Customer Success

Synthesizes NPS, support ticket sentiment, executive summit feedback, and partner led implementation reviews into a per account sentiment trace, surfacing inflection points before they show in churn.

Sponsor: CCO · Product Insights
Measured impact
Sentiment shift detection that’s typically 6 8 weeks ahead of churn signal.
Cross cutting infrastructure

Cross Cutting Agents

The infrastructure layer. These two agents make the rest of the catalog operable, one keeps the data layer alive, the other turns the data into the deck your CRO walks into.

QBR Report Builder

Cross Cutting

Auto assembles an 8 slide QBR deck for each corporate function (Sales, Marketing, Enablement, CS, Product) using live dashboard data, replacing manual slide building entirely.

Sponsor: All function leaders
Measured impact
Hours of analyst toil per quarter eliminated; consistency across executive briefings.

Integration & Data Pipeline Monitor

Cross Cutting

Continuously monitors uptime and data freshness across the 70+ tech integrations the rest of the agent suite depends on, the model breaks if the data layer is stale, and this is the agent that catches it.

Sponsor: Data Engineering · Platform Ops
Measured impact
99.2% reliability across the active connector fleet; SLA tracked.
Get the agent catalog as a deck

Twenty four agents. One operating model.

Want the catalog in a deck your team can take to a planning offsite? We’ll send a tailored version, mapped against your existing ecosystem platform, after a 30 minute scoping call.

Request the deck See the ecosystem model