Watch it work
Working the pipeline, on a live queue.
Pick a deal. The agent reads your context, proposes the next-best-action and the play that actually closed similar deals, gets scored by an in-path trust signal, and triggers the governance action it has earned — clean ones send themselves, shaky ones are held. Scripted for the web: no live model, nothing leaves your browser.
Synthetic deals, scripted for the web. Illustrative confidence values and receipt hashes — no live model is called.
The training wheels come off
Once a play-type has earned trust, let it run — unattended, overnight, governed.
Autonomy isn't switched on by a toggle. It's earned per play-type, one clean receipted action at a time. When a play graduates, the agent works it with no human in the loop — and the governance never switches off. Every action still leaves a receipt, exceptions are still held, and a single HIGH detection demotes a play-type back to Supervised on the spot.
Hours of manual pipeline work, handled for you — and every single action still carries a tamper-evident receipt.
Scripted for the web — counts, play-types and the demotion are illustrative. No live model is called and nothing leaves your browser.
Turn it up as you trust it
A dial, not a leap — and the more you turn on, the greater the value.
Each layer is opt-in, governed and reversible. You move up only when the last step has earned it, and value compounds at every turn of the dial. The brakes stay on at every level.
What you're missing
Your CRM tracks the deal. It doesn't do the thinking.
HubSpot, Salesforce and Pipedrive are systems of record — they store contacts, send reminders and build reports. The rep still figures out the next move on every deal, every single time. Here is the gap.
| Your CRM today | With the governed layer |
|---|---|
| Stores contacts, deals and notes | Reads email threads, call notes, product usage, support history and web & news in seconds |
| Sends task reminders to the rep | Proposes the next-best-action — and shows the plays that actually closed similar deals |
| Builds reports the rep reads later | Governs the AI with an in-path trust signal on every recommendation |
| Every deal is worked by hand, every time | Earns autonomy per play-type — assist, then supervised, then auto |
| No record of why an email was sent | Proves every action with a tamper-evident receipt |
Where the trust signal lives
Detection runs in-path, on every recommendation — not in a dashboard you read later.
The same signal you saw scoring each play above runs inline, the moment a recommendation is produced. It surfaces where the work is, rolls up for oversight, pushes when it matters, and always leaves a receipt.
◆On the recommendation
The verdict appears as a badge right on the next-action a rep is about to send — LOW, MEDIUM or HIGH, with a one-line reason. Alerts surface where the work is.
▲Rolled up & pushed
Verdicts roll up to an oversight view of what's auto-sending and what's held. A HIGH on a deal about to act pushes a notification — it is never quietly swallowed.
✓Always a receipt
Every governed decision — sent, routed or held — leaves a hash-chained receipt: actor, action, evidence cited, authority. The record can't be quietly rewritten.