Sales Opportunity Agent
Researches live opportunities to give sellers and managers visibility of deal velocity and risk, using AI research across available sources.
Where it fits
Sits across the active pipeline, surfacing velocity and risk signals on each opportunity to sharpen forecasting decisions.
Value & ROI
Sharper insight and better decision-making on the pipeline.
KPI it moves
Improved decision quality · better deal-risk visibility.
Risk & compliance posture
L2, research and signals only; sellers and managers make the forecasting and deal calls.
Pain points it removes
- Deal risk only becomes visible when a forecast misses.
- Reps research accounts manually, so the pipeline view is always behind.
What the L2 · Draft tier means
Produces a work product (a document, a query, a report, an outreach message) for a human to review and approve. Nothing the agent makes is used until a person signs off. Human role: Reviews & approves.
How you adopt it
Ships pre-built for Microsoft Copilot Studio, Power Automate and Azure. You connect it to your environment, certify it on the CAI Score, and it runs in your own tenant: no rebuild, no data leaving your walls.
Deployment & data
Agents run inside your own Microsoft Copilot Studio, Power Automate and Azure environment. Colleague AI hosts only the control plane: scores, policies and audit metadata. No customer data is ever processed on our side. Your data stays in your tenant.
What you get
- Copilot Studio connect package
- Microsoft 365 Copilot package
- Agent dossier (PDF)
One-time purchase. Your connect packages unlock as soon as secure checkout completes.
About Colleague AI
Colleague AI is the trust layer for enterprise AI. It certifies AI agents against the CAI Score (a five-tier risk classification from L1 to L5) documenting each agent’s controls and producing an audit trail. Agents run inside your own environment; we host only the governance control plane. So you deploy AI you can defend.