AGT-403 — Competitive Intelligence Agent

Layer 4: Deal & Forecast Management · Reactive deal briefs · Self-maintaining CompetitiveKnowledgeBase · 4 KB feed sources

L4 · Agent 03 Specced · v18 original + v23 ripple audit L4 ripple audit: VoCSynthesisLog + CalibrationSignalLog added as KB feed sources

L4 ripple audit updates (v23)

Update — Two new CompetitiveKnowledgeBase feed sources
Original KB feeds: (1) AGT-407 competitor mentions from live calls, (2) AGT-204 technographic enrichment pre-populating competitor_detected at deal open. Two additional post-L4 sources now exist:

Source 3 — VoCSynthesisLog (AGT-604): AGT-604 monthly synthesis includes competitor theme clusters extracted from CSM call notes, QBR outcomes, and customer verbatim feedback. Competitive themes surfaced in VoC are post-sale signals — they reflect why customers consider switching or what competitors are pitching at renewal. AGT-403 reads VoCSynthesisLog.theme_clusters where theme type = competitor on each monthly synthesis run and updates CompetitiveKnowledgeBase with post-sale competitive context. These entries are tagged signal_source = 'voc' in the KB for differentiation from deal-time signals.

Source 4 — CalibrationSignalLog (AGT-703): AGT-703 win-loss analysis has competitive scenario as one of its 9 dimensions. Win-loss competitive patterns (which competitors we win against, lose to, by segment/vertical/deal size) are the highest-quality competitive signal in the OS — they're outcome-verified rather than mention-based. AGT-403 reads CalibrationSignalLog records where signal_type = 'competitive_pattern' on each quarterly win-loss deep run and incorporates win/loss rates by competitor into CompetitiveKnowledgeBase displacement angles. Tagged signal_source = 'win_loss'.

Existing v18 ripple unchanged: when an opportunity opens, AGT-403 checks Accounts.crm_vendor and technographic fields against CompetitiveKnowledgeBase and pre-sets competitor_detected at deal creation — rep doesn't have to discover the competitive landscape in discovery.

Purpose

AGT-403 has two functions: reactive deal briefs (on-demand competitive context for active deals) and KB maintenance (self-updating CompetitiveKnowledgeBase from 4 signal sources). The KB is the shared resource — it makes competitive context available to AGT-301 (outreach personalization), AGT-405 (deal briefs), and AGT-305 (discovery prep) without each agent having to derive it independently.

CompetitiveKnowledgeBase feed sources

Source	Agent	Signal type	Cadence	KB tag
Technographic enrichment	AGT-204 Lead Enrichment	Current tech stack — pre-deal competitive landscape	At deal open	technographic
Live call mentions	AGT-407 Conv Intelligence	Competitor names mentioned in calls/emails	Per conversation	call_mention
VoC synthesis	AGT-604 Voice of Customer	Post-sale competitive themes from CSM calls + QBR outcomes	Monthly	voc
Win-loss patterns	AGT-703 Win-Loss & Forecast Accuracy	Outcome-verified win/loss rates by competitor × segment × vertical	Quarterly (deep) + monthly (lightweight)	win_loss

win_loss entries carry the most authority — they're outcome-verified. When win_loss and call_mention entries conflict on a competitor's strength/weakness, win_loss takes precedence in displacement angle generation.

Reactive deal briefs

On-demand competitive brief for an active deal. Triggered by: rep request, AGT-401 competitive threat flag, or AGT-502 competitive threat + no plan flag on a customer account.

Brief section	Source
Competitor profile	CompetitiveKnowledgeBase — all 4 signal sources synthesized
Win/loss rate vs this competitor	CalibrationSignalLog win_loss entries — segmented by deal type
Displacement angles	KB win_loss + call_mention entries — what has worked in won deals
Post-sale risk context	VoC entries — what competitors pitch at renewal for this account type
Recommended next action	Agent-generated based on deal stage + competitor profile

AGT-403 Competitive Intelligence Agent · Layer 4 · Schema v18 (original) + v23 (ripple audit)
v23 changes: VoCSynthesisLog (AGT-604) and CalibrationSignalLog (AGT-703) added as KB feed sources — no schema changes, prompt delta only
Reads from: Accounts (crm_vendor, technographic), ConvIntelligence (AGT-407), VoCSynthesisLog (AGT-604), CalibrationSignalLog (AGT-703)
Writes to: CompetitiveKnowledgeBase (self-maintaining), Opportunities (competitor_detected at deal open)
Feeds: AGT-301 (outreach personalization), AGT-305 (discovery prep competitive section), AGT-405 (deal brief competitive section), AGT-502 (competitive threat flag trigger)