AI Deal Insights

Know which deals are slipping before they slip

AI Deal Insights reads every recorded customer meeting and posts an evidence-based deal-health readout to the right team: health score, top risk, and one clear next step, with a timestamp behind every claim.

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AI Deal Insights pipeline readout ranking active opportunities by value and flagging a churn risk and an expansion opportunity

+20%

More deals closed when risk is flagged while there is still time to act on it.

Higher close rates from coaching on evidence instead of gut feeling.

30 min

Saved per call on reviewing recordings, notes, and pipeline updates by hand.

What it does

An early-warning system for every deal

Forecast calls run on optimism because nobody has time to re-watch recordings. Deal Insights reads every meeting for you and tells you where each deal really stands, and what to do about it.

A coach's readout, not a recap

Every insight opens with a scannable executive header: deal health score, top risk, and one owned, dated next step. A manager gets the picture in one glance and dives in only where the risk is.

Below the header: a qualification snapshot, objection review, risk map, and stakeholder intelligence.

Deal readout

Northwind Traders · Enterprise

62/100

At risk

Qualification snapshot

6 of 8 criteria

Objection review

2 open · pricing, security

Risk map

1 critical · single-thread

Stakeholder intelligence

4 contacts · 1 champion

Scan the header — dive in where the risk is.

Evidence, not opinion

Every claim links to a timestamp in the recording, so anyone can jump to the moment it came from. Compliments are separated from commitments, and inference is never presented as fact.

Coach from the receipts: open the cited moment, hear what the customer actually said, and plan the response.

Northwind Traders

Discovery call · Sarah

Claim

24:31

Budget is approved for Q3

“we got the budget signed off last week.”

Jump to moment

Compliment

“Really impressed by the demo.”

Commitment

“We’ll sign by month-end.”

Likely evaluating Gong too

Inference — not fact

Routed to the right team, automatically

AI classifies each meeting from the conversation itself. Sales and prospect calls land in your Revenue channel, existing-customer calls in Customer Success. Nobody tags meetings by hand.

Insights post to Slack the moment a meeting is processed, and live in the meeting's AI chat for the rep.

Discovery call · Northwind Traders

2m ago

QBR · Contoso

2m ago

Classified from the conversation

Posted to Slack

#revenue

New business

Northwind Traders

Deal health posted

#customer-success

Existing customer

Contoso

Account health posted

No tagging. No naming rules.

Renewal and churn risk, caught early

For customer teams, every QBR, onboarding, and renewal call becomes an account-health readout: adoption, champion stability, expansion potential, and churn danger, scored 0–100.

Champion change and executive disengagement get flagged before they show up in the renewal numbers.

Account health · Contoso

Renewal in 45 days

Overall health

At risk

52/100

Adoption78

Champion stability38

Expansion potential66

Churn dangerHigh

Flagged

Champion changed — VP Ops left last month

Your methodology, your format

Deal Insights scores against your sales framework: it detects it from your scorecards and past summaries, and defaults to MEDDPICC. One house format keeps every readout comparable across the team.

Set it up yourself in about 10 minutes, or describe the routing you want and let the AI build the rules for you.

Scoring framework

BANTMEDDICMEDDPICCCustom

Detected from your scorecards

Routing rules

New businessrevenue

Existing customerscustomer-success

~10 min setup

Describe the routing you want…

Why Demodesk

Built to warn you early, not report late

Forecast tools tell you a deal slipped. Deal Insights tells you while you can still do something about it.

Zero setup, immediate impact

Two automation rules cover your whole team: one for new business, one for existing customers. Unlike Gong and Clari, there is no rollout project. Connect Slack, add the rules, and you are live in about 10 minutes.

Risk-first by design

Deals are lost, not won. Every readout hunts for what could kill the deal: silent stakeholders, vague next steps, single-threading, and no-decision risk, instead of replaying what went well.

High ROI

Catch slipping deals while there is still time to act. Customers close 20% more deals, and managers stop spending forecast prep on reading transcripts.

Enterprise-grade security and compliance

Built for modern sales teams, Demodesk meets GDPR, ISO, and SOC 2 standards. Your data stays protected while your team operates at full speed.

AI Sales Agents

Meet the rest of the crew

Deal Insights flags the risk. Four more agents cover call handling, coaching, CRM hygiene, and pipeline questions, and they all share the same context.