Agent Team

Sales & account management, on autopilot

Four specialised agents that work together to surface deal intelligence, manage pipeline hygiene, sharpen forecasts, and monitor account health — so your revenue team can focus on selling.

Meet your revenue agents

Each agent is purpose-built for a core revenue function and shares context with the rest of the team in real time.

Deal Intelligence Agent

Scores every opportunity by analysing engagement history, stakeholder sentiment, and competitive signals. Surfaces the deals most likely to close and flags the ones going dark before your reps notice.

Pipeline Management Agent

Continuously audits pipeline hygiene — stale stages, missing next steps, unrealistic close dates. Provides a real-time, weighted view of pipeline that finance can actually trust.

Forecast Analysis Agent

Builds bottom-up forecasts from deal-level signals rather than gut feel. Compares rep commits against historical accuracy and highlights variance before the quarter closes.

Account Health Agent

Monitors product usage, support tickets, NPS trends, and communication cadence to produce a single health score per account. Alerts CSMs the moment a renewal is at risk.

How it works

Three steps from connection to action.

1

Connect your revenue stack

CRM, email, calendar, call recordings, billing — Loam ingests every signal your revenue team generates and unifies it into a single relationship graph.

2

Agents collaborate autonomously

The Deal Intelligence agent shares context with Forecast Analysis; Account Health feeds into Pipeline Management. No silos, no manual hand-offs.

3

Act on live recommendations

Receive prioritised nudges in Slack, email, or your CRM sidebar. Each recommendation links back to the evidence so your team can move with confidence.

What teams gain

Forecast accuracy within 5% by mid-quarter

40% reduction in pipeline blind spots

Reps spend 60% less time on CRM admin

At-risk accounts flagged 3 weeks earlier on average

One unified revenue narrative for board and leadership

Full audit trail of every AI-generated insight

Give your revenue team an unfair advantage.

Deploy the Revenue Agent Team and watch pipeline quality, forecast accuracy, and account retention improve in weeks, not quarters.