What really needed solving
The bottleneck is rarely writing an email. It is recovering context, choosing timing and recording what happened. The concept brings those tasks together around account memory.
Concept case · To be refined
B2B sales follow-up superagent with account memory
Client: Concept case · B2B Services
The Challenge
The starting point
Leads arrive through several channels, context is split between CRM, email and notes, and follow-up depends on someone remembering what was promised, when to reconnect and what changed in the account.
The Solution
What we built
Concept design for a superagent that qualifies leads, researches accounts, prepares messages from available history, updates the CRM and proposes the next step. Commercial terms, contractual commitments and sensitive disqualification decisions escalate to a person.
Key features
- Unified account and contact memory
- Research before each interaction
- Signal- and stage-based personalised sequences
- Automatic CRM updates
- Reply classification and next action
- Authority limits and human approval
Anatomy of the solution
Continuous follow-up without delegating negotiation
From input to outcome: explore the four parts of the journey.
Input
A lead, sales signal or incoming reply.
Explanatory diagram based on the described solution. It simplifies the journey; it is not a deployed infrastructure diagram or a live monitor.
Reading the project
The thinking behind the technology
Why this structure matters
The agent can research, prepare, send within rules and update the CRM. Price, contracts and commitments remain outside its authority so people retain negotiation control.
Current relevance and possible evolution
A pattern for B2B teams with high follow-up volume and explicit commercial rules.
This connects the case experience to our current services. Proposed extensions are not presented as features already delivered.
Proposed scope
Concept
pending validation
1
memory per account
6
connected capabilities
Human
negotiation and commitments
Method and scope
How to read the outcome
What to measure
Before attributing impact: cohort reply rate, human time, advanced opportunities, correct disqualification and interventions.
What not to infer
Concept case with no client or historical results; capabilities describe a proposed design.
This is a concept case for architecture and positioning, not a delivered project or an outcome attributed to a client. Its metrics describe scope, not proven impact.
Tech stack
NextAI CortexCRMEmailFuentes webAgente IA
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