Proactive Sales Intelligence AI Agent

About:

An autonomous AI alert suite designed to proactively support enterprise sales teams and project managers by continuously monitoring customer usage patterns across multiple product lines and delivering targeted insights via Slack integration. Part of a broader tool-based agentic platform, this system transforms reactive sales processes into proactive opportunity identification and risk management.

This production system serves the entire sales organization and project management teams by analyzing customer data across 2000+ accounts to identify usage patterns, business opportunities, and risks in real-time.

Key Innovation: Rather than requiring sales reps to query systems for information, the system autonomously detects important signals and pushes relevant insights to the right people at the right time, enabling teams to act on opportunities before they’re lost and address risks before they escalate. Six distinct alert workflows deliver proven business impact including measurable ARR growth from upsell opportunities.

Alert Workflows:

1. WMS License Overuse Detection:

• Monitors customer error rates indicating license capacity issues
• Identifies expansion opportunities when customers outgrow current licensing
• Proven measurable ARR impact from upsells in first 3 months
• Highest-performing alert workflow

2. Shipping Label Consumption Forecasting:

• Predicts when customers will exceed purchased label quantities
• Enables proactive outreach before capacity issues arise
• Similar model to WMS overuse with emerging results

3. License Underutilization Monitoring:

• Detects customers not fully utilizing purchased licenses
• Identifies downsell risk for account retention efforts
• Enables proactive value demonstration and training opportunities

4. Usage Drop-Off Detection:

• Monitors for sharp declines in product usage
• Enables rapid response to potential technical or business issues
• Early warning system for at-risk accounts

5. Managed Services Optimization:

• Identifies managed services accounts underusing paid capabilities
• Provides tailored recommendations based on customer-specific data
• Helps project managers maximize customer value realization

6. Advanced Functionality Adoption:

• Tracks usage of advanced product features
• Identifies expansion and cross-sell opportunities
• Enables targeted training and enablement efforts

Technologies Used:

• AI/ML: Large Language Models, prompt engineering, multi-agent workflows
• Integration: Slack API, enterprise data sources
• Backend: Python, FastAPI
• Data Processing: Real-time pipeline architecture
• Infrastructure: AWS cloud services

Business Impact:

• Proven measurable ARR growth from SaaS upsells (WMS overuse alert delivered strong results in first 3 months)
• Company-wide adoption across sales organization and project management teams
• Transformed sales approach from reactive to proactive
• Enabled personalized customer engagement at scale across 2000+ accounts
• Reduced time to identify at-risk accounts through automated drop-off detection
• Increased visibility into expansion opportunities across six distinct workflows
• Real-time customer data processing with pattern recognition and tailored recommendations

Technical Highlights:

• Designed six autonomous alert workflows with minimal human intervention
• Part of broader tool-based agentic AI platform
• Implemented algorithms balancing proactive outreach with notification fatigue
• Built scalable system supporting entire sales organization and project management teams
• Integrated seamlessly with existing workflows via Slack
• Created robust data pipeline processing multiple enterprise sources (ERP, PostgreSQL analytics)
• Custom logic per product line and use case
• Real-time pattern recognition across 2000+ customer accounts