Agents

Agents that run your revenue motion end to end.

Taizen agents read every call, update your CRM, brief your reps, and flag the deals about to slip. No engineering, no prompt library to maintain, nothing new for reps to learn.

Book a demo See the agents

Auto CRM Update

Call summary logged

Summary written to the deal. Close date pushed with the reason captured from the call.

HubSpotClaude Sonnet 5

Meeting Prep

Pre-call brief delivered

4 stakeholders mapped, 2 competitors flagged, 3 discovery questions suggested.

SlackClaude Opus 5

Deal Sweep

Single-threaded deal flagged

One stakeholder across 6 calls. Multi-threading play sent to the deal owner.

SlackClaude Opus 5

Competitor Watch

Competitor pricing change

Moved to usage-based pricing. Rewritten objection section proposed to PMM for review.

SlackGPT-5.6

Win/Loss Interviewer

Buyer interview completed

Buyer cited integration depth as the deciding factor. Drill queued for the rep who lost the deal.

SlackGPT-5.6

Auto CRM Update

Deal fields written back

MEDDPICC fields updated across 3 open deals. Next steps logged and owner notified.

HubSpotClaude Sonnet 5

Auto CRM Update

Call summary logged

Summary written to the deal. Close date pushed with the reason captured from the call.

HubSpotClaude Sonnet 5

Meeting Prep

Pre-call brief delivered

4 stakeholders mapped, 2 competitors flagged, 3 discovery questions suggested.

SlackClaude Opus 5

Deal Sweep

Single-threaded deal flagged

One stakeholder across 6 calls. Multi-threading play sent to the deal owner.

SlackClaude Opus 5

Competitor Watch

Competitor pricing change

Moved to usage-based pricing. Rewritten objection section proposed to PMM for review.

SlackGPT-5.6

Win/Loss Interviewer

Buyer interview completed

Buyer cited integration depth as the deciding factor. Drill queued for the rep who lost the deal.

SlackGPT-5.6

Auto CRM Update

Deal fields written back

MEDDPICC fields updated across 3 open deals. Next steps logged and owner notified.

HubSpotClaude Sonnet 5

Auto CRM Update

Call summary logged

Summary written to the deal. Close date pushed with the reason captured from the call.

HubSpotClaude Sonnet 5

Meeting Prep

Pre-call brief delivered

4 stakeholders mapped, 2 competitors flagged, 3 discovery questions suggested.

SlackClaude Opus 5

Deal Sweep

Single-threaded deal flagged

One stakeholder across 6 calls. Multi-threading play sent to the deal owner.

SlackClaude Opus 5

Competitor Watch

Competitor pricing change

Moved to usage-based pricing. Rewritten objection section proposed to PMM for review.

SlackGPT-5.6

CRM hygiene

Auto CRM Update · When a call ends

Reads the transcript and writes the record. MEDDPICC fields, next steps with owners, and the close date moved with the reason the buyer gave. Every value links back to the minute of the call it came from.

Notion post-callAuto CRM Update▾Share+28m ago▾97,709 credits

Salesforce updated. 6 fields changed on Notion, and the deal owner notified.

Working session: Notion

33 minute call · 4 participants · 2 sources

What changed

Close date: ~~31 Mar~~→21 Aprprocurement queue runs four weeks and has not started
Stage: ~~Discovery~~→Proposalpricing shared and not objected to
MEDDPICC: ~~3 of 7~~→5 of 7economic buyer named, champion confirmed
Next step: ~~none~~→Security reviewowner Dana Whitfield, no date agreed yet

“Procurement takes four weeks and we have not started it yet. I would rather move the date than miss it.”Priya Raman, 24 minutes into the call

Also done

Posted the summary to the deal owner in Slack
Flagged the close date change for forecast review

Salesforce2 sourcesClaude Sonnet 512 steps

Suggested next stepsDraft follow-up emailBrief the deal ownerReview close date

Ask anythingCreate agentClaude Sonnet 5▾

Meeting readiness

Meeting Prep · Weekday mornings

Builds a brief before every external call. Who is new in the room, what has changed since you last spoke, the competitors they have raised before, and the one question this stage turns on.

A meeting brief for the next external call: who is new in the room, what changed, which competitor has come up, and the question the stage turns on.

Re-engagement

Stalled Deal Nudge · When a deal goes quiet for 14 days

Drafts the re-engagement email in the buyer's own words from the last call, then stops. It sits with the rep until they approve or edit it. Nothing reaches the buyer on its own.

A re-engagement email drafted from the buyer's own words on the last call, waiting on the rep to approve or edit it, with nothing sent.

Pipeline risk

Deal Intelligence · Weekly

Reviews every open deal and ranks the ones going quiet by what they would cost you. Single-threaded, no next step agreed, close date moved twice, an objection nobody answered. Each flag cites the call it came from.

Weekly sweepDeal Intelligence▾Share+22h ago▾97,709 credits

Scanned 31 open deals. Seven need attention before the forecast call.

At risk$430,000across the seven flagged

Flagged7

of 31 scanned

No next step3

of 31 scanned

Ranked by what it would cost you

Deal	Value	Stage	Quiet	Signal
Notion	$180,000	Negotiation	21 days	One contact across 6 calls. No exec has ever joined.
Ramp	$95,000	Proposal	14 days	Close date moved twice. No next step agreed on either call.
Linear	$60,000	Discovery	30 days	Pricing objection raised 3 calls ago and never answered.
Vercel	$45,000	Proposal	18 days	Champion left the company. Nobody has been re-engaged.

#deal-desk31 deals scannedClaude Opus 5

Ask anythingCreate agentClaude Sonnet 5▾

Works with the stack you already have.

Agents read from and write to the tools your team already uses.

FAQ

Frequently asked questions

What exactly is an agent?

Work that runs without anyone asking for it. It starts on a schedule or when something happens, uses your calls and CRM as context, and delivers where your team already works.

How long does it take to get running?

Connections are OAuth and take a few minutes. Most teams have their first agent live the same day, usually the CRM update, because it removes work reps are doing by hand right now.

Do we need engineers?

No. You describe the agent in plain language and the trigger, job and destination fill in as you talk. Or start from a prebuilt agent and change the scope and the channel.

What can an agent see?

Your calls and transcripts, your CRM companies, contacts and deals, your documents, past buyer interviews, and the public web. Everything is scoped to your workspace.

Can it write back to our CRM, or is it read-only?

You decide when you connect it. Read-only for analysis, or write scopes for fields, notes, next steps and close dates. With read-only credentials a run tells you it could not write rather than pretending it did.

What stops an agent doing something we did not approve?

An agent delivers only where you point it, so a private channel with two or three reviewers is a real boundary, not a convention. Most teams run a new agent that way for a week before repointing it at the team.

What happens when it gets something wrong?

You can see what it saw. Every run keeps its inputs, the steps it took, which tool it chose and what it produced, so the fix is usually one line in the instructions rather than a support ticket.

Which models do you use?

You pick per agent. Claude Opus 5 and GPT-5.6 for reasoning-heavy work like deal review and competitive analysis, Claude Sonnet 5 for high-volume mechanical work like post-call CRM updates. Every run shows its cost.

Can we connect our own internal systems?

Yes, through MCP. Connect any MCP server over OAuth and your agents can use it. No custom integration work on your side.

We already have Gong. Why this?

Gong tells you what happened on the call. Agents do the next thing: write the CRM, send the brief, flag the deal, queue the interview. Taizen reads from Gong rather than replacing it.

Does this replace our reps' judgment?

No. Agents do the work between calls, which is the part nobody enjoys and everyone skips when the quarter gets busy. Every flag comes with the call it came from so the rep can disagree with it.

Start with one agent.

Pick the task your reps hate most. It runs on the CRM and calls you already have.

Book a demo

Agents that run your revenue motion end to end.

Auto CRM Update · When a call ends

Working session: Notion

Meeting Prep · Weekday mornings

Stalled Deal Nudge · When a deal goes quiet for 14 days

Deal Intelligence · Weekly

Ranked by what it would cost you

Works with the stack you already have.

Products

Frequently asked questions

Start with one agent.