Opportunity Coaching Agent
Opportunity Coaching Agent Recommends next-best actions per deal stage. Operates as draft-then-approve on the Wayam Agent Platform, not as unsupervised send.
This is a reference pattern: a curated design, not a deployed product. It shows what the workflow could look like and what it needs; evidence, integrations and a business case are attached during discovery.
Workflow
Where it sits on the operating loop
Every Wayam solution is composed across four responsibilities. This agent's primary job is Reason. Autonomy is draft-then-approve: a named owner signs before anything writes back.
Systems of record
Reads from
- Salesforce CRM
- LinkedIn Sales Navigator
- 6sense
- Clay
01
Ingest
Connect the systems above and read the signals the work already produces.02Primary
Reason
Ground context, score options against policy and the goal, draft the next step.- Claude Sonnet
- fine-tuned Mistral 7B
Gate · draft-then-approve
Sales operations signs
Approves, edits or rejects the draft. Nothing writes back without a name on it.
reject returns to 02
03
Act
Execute the approved step in the system of record and keep the evidence.Systems of record
Writes back to
- Salesforce CRM
- LinkedIn Sales Navigator
- 6sense
- Clay
The run above is the shared Wayam pattern drawn with this agent's own systems, models and owner; the workflow specific to your estate is drawn in discovery. Architecture view: L5 · Reasoning.
Typical user
Sales lead
Typical owner
Sales operations
What it does
- Recommends next-best actions per deal stage.
- Human review sits on the write-back, not on the research.
- Evidence of every draft, approval, and action is kept with the record.
Evidence
What Wayam can show for this entry
Curated solution design with an owner and a review date. No performance or production claim.
Allowed claims at this tier: Possible workflow, typical stack, prerequisites.
- Evidence tier
- T4 · Reference pattern
- Integration status
- Typical enterprise system
- Metric status
- Scenario only
- Evidence owner
- Not yet attached
- Validated
- Not yet attached
- Valid until
- —
- Content version
- 2026.09
Pending evidence attachment
This entry represents an enterprise architectural reference pattern. Customer benchmarks, run replays, and metric verifications are established during technical discovery.
Limitations
- Systems and models listed are a typical stack, not a tested integration.
- ROI bands are directional and carry no customer measurement.
Architecture & controls
How it is governed and what it connects to
Control gates
- Sales operations approves, edits or rejects before any write-back
- Evidence of every draft, approval and action is kept with the record
- Data residency: public cloud, sovereign cloud
- Role-based access on every connector; the agent reads before it writes
What must be in place first
- A named business owner with the decision right to approve this agent's output
- A system of record the output lands in, with read access and a scoped write path
- A measurable baseline: volume, handling time, error or rework rate
- Sample records or transcripts that can be shared, redacted where required
Typical enterprise systems
Typical enterprise systemTypical stack for solution design; compatibility is validated during discovery.
- Salesforce CRM
- LinkedIn Sales Navigator
- 6sense
- Clay
Model options
Models the platform can route to. Listing one does not mean this agent has been tested with it.
- Claude Sonnet
- fine-tuned Mistral 7B
Business case
Modelled in discovery
Reference patterns do not carry ROI figures. The directional bands in the source catalog have no customer measurement behind them, so the page does not multiply them by your headcount. Build a blueprint and the business-case modeller opens with your own baseline.
Build a blueprint →Pilot this
From reference pattern to a bounded pilot
Nothing on this page is a commitment. The path is a short discovery to validate the workflow and baseline, then a pilot with acceptance criteria agreed up front.
Step 1 · 3–4 weeks
Discovery Sprint
Validate the workflow, data, controls, baseline and business case before anything is built.
Gate: Blueprint and pilot plan signed by the business owner, technical owner and Wayam.
Step 2 · 6–10 weeks
Bounded Pilot
Prove quality and value on agreed data against agreed acceptance tests.
Gate: Acceptance thresholds met on the evaluation set; go/no-go decision recorded.
What happens next: a Wayam owner connects within 1 business day to schedule a 30-minute review of fit, prerequisites and scope.
Similar patterns
Similar patterns
AGT-0019·Opportunity Coaching Agent·T4