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PPushAI
AGI Salesforce v6
JF
AgentAGI Salesforce v6
Salesforce live
Why is the Acme expansion at risk?
Querying Opportunities Complete
Reading linked emails Complete
Two signals explain the risk.

The close date moved twice. The CFO also asked for a security response before signature.

OpportunityCFO emailActivity timeline
Next stepSend security response, then schedule executive review.
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Four jobs

One product.

01

Ask

Ask anything in Salesforce.

Simple lookup or multi-object analysis.

Which enterprise renewals have no next meeting?↑
Salesforce query complete 4 objects / 118 records
5 renewals need a meeting.EUR 1.28M total
AccountRenewalLast meetingOwner
Acme CorpEUR 420k21 daysJ. Martin
NorthstarEUR 310k18 daysL. Chen
OrbitalEUR 260k14 daysM. Singh
Energy CorpEUR 170k12 daysA. Dubois
AccountOpportunityEventUser
02

Deep Dive

When the answer is not simple.

One question. Multiple agents. Full evidence.

Deep DiveEMEA renewal risk
Complete
Executive brief6 cited sources

Acme renewal is recoverable.

Product value is confirmed. Security approval and executive access are the two blockers.

01
SecurityCFO requires the new data residency answer.
High
02
ChampionVP Sales remains active in the email thread.
Positive
03
TimingSignature can still land this quarter.
Watch
03

Account Workspace

Run the account.

Forecast, activity, opportunities, next move.

04

Controlled write

Speak. Review. Save.

No blind CRM updates.

Review transcriptAcme site visit
Drafts ready
Diarized transcript

Jules Budget is confirmed. They want the executive review next Tuesday.

Buyer Security needs the EU data residency answer first.

Salesforce drafts2 changes

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