Chapter 03

The build process: agents shipped inside your stack

Six revenue workflows deployed inside your stack. Each one tied to audit baselines and tracked to cycle time, forecast hygiene, and conversion quality.

Full production trace

Deal-desk approval router

One complete agent path with inputs, policy checks, reviewer gates, and write-back logic visible.

Time
480 hrs/wk
Impact
$14.4M/yr
Control
Audit log
Pulls quote, pricing policy, and account context from Salesforce and CPQAutomated
Deal desk reviews non-standard exceptionsReviewer input

Confirms fallback terms before escalation

Flags discount and term variance, then drafts approval packetAutomated
Routes to CRO/Legal sequence and writes final status back to CRMAutomated
Connected to source systems
Human gates only on risk
Final write-back logged
Aggregate outcomes
Time returned
~275K hrs/yr
capacity moved to higher-value work
Operating complexity
5-day approval to 4-hour cycle
core workflow simplified
Run-rate impact
$38M/yr
modeled from audit baseline