AGT-405 — Meeting Opportunity Prep Agent
Layer 4: Deal & Forecast Management · Deal-active meeting briefs · 4 triggers · Stage-differentiated · AGT-407 scored
L4 · Agent 05
Specced · v18 original + v23 ripple audit
L4 ripple audit: MutualActionPlan read added for late-stage briefs
L4 ripple audit updates (v23)
Update — MutualActionPlan read for Proposal / Negotiation / Close stage briefs
MutualActionPlan (MAP) was introduced in v20 (AGT-601 L6 build) as a shared L4/L6 handoff artifact. MAP is created pre-close when deals reach Proposal stage for eligible deals (Enterprise, ACV ≥ threshold, implementation services on quote). When AGT-405 generates a brief for a deal at Proposal, Negotiation, or Close stage, it now reads MutualActionPlan for that deal (join on Opportunities.opp_id → MutualActionPlan.opp_id).
Added to the deal terms section (Proposal/Negotiation/Close only):
· MAP status: draft / customer_review / signed / not_applicable
· Open MAP action items and owners (from MAP milestone fields)
· Rep commitments made in MAP that are still outstanding
· If MAP not yet initiated for an eligible deal: flag to rep in brief ("MAP not started — required before close")
Nullable — if no MAP record exists for the deal (ineligible deal type or pre-Proposal), this section is omitted without error.
Purpose
AGT-405 is the deal-active counterpart to AGT-305 (Meeting Discovery Prep). Where AGT-305 fires before a first meeting with no deal, AGT-405 fires when an opportunity is open. It produces stage-differentiated briefs — early stages get a standard format, late stages (Proposal/Negotiation/Close) get a fuller brief including deal terms, pricing context, stakeholder map, and MAP status. AGT-407 scores post-meeting objective completion and deal advance quality.
Triggers
| Trigger | When | Notes |
|---|
| Stage advance | Opportunity moves to next stage | Brief generated for the first meeting expected in the new stage. Draft on stage change + 4am refresh on meeting day. |
| Meeting scheduled on opportunity | Calendar event linked to open opp | Draft on booking + 4am refresh on meeting day. |
| Rep on-demand | Rep requests brief | Available at any deal stage. Generates immediately. |
| Deal health drop | AGT-401 scores deal Amber→Red | Immediate brief regardless of scheduled meeting. Tone shifts to recovery framing. Manager notified concurrently. |
Brief sections
| # | Section | Stage scope | Key sources |
|---|
| 1 | Deal status & health summary | All stages | AGT-401 health score + dimension breakdown, deal age vs segment median |
| 2 | Stakeholder map | All stages | Contacts table — persona type, engagement recency, sentiment from ConvIntelligence |
| 3 | Meeting objectives | All stages | Stage-specific objective template + rep-editable. AGT-407 scores completion post-meeting. |
| 4 | Competitive context | All stages | AGT-403 CompetitiveKnowledgeBase — all 4 KB signal sources synthesized |
| 5 | Talk track & objection prep | All stages | ConvIntelligence objection patterns from prior meetings on this deal + AGT-403 displacement angles |
| 6 | Deal terms & pricing context | Proposal / Negotiation / Close only | QuoteLog (current quote state + approval status), PricingConfig (discount thresholds), MutualActionPlan status + open items (v23) |
| 7 | Next step commitments | All stages | ConvIntelligence next_steps from prior meetings. Rep-editable commitment fields. AGT-407 scores follow-through post-meeting. |
Distinction from AGT-305: AGT-305 scores hypothesis accuracy (did pain prediction match reality?). AGT-405 scores deal advance quality (did the deal move stage, did the rep execute the stated objectives?). Different feedback loops on the same AGT-407 scoring infrastructure.
Recipients
| Scenario | Recipients |
|---|
| Standard brief (Green/Amber deal) | Rep + internal calendar attendees |
| Deal health drop trigger | Rep + internal attendees + manager (always, regardless of health band) |
| Amber deal, scheduled meeting | Rep + internal attendees + manager |
| Red deal, any trigger | Rep + internal attendees + manager + SLM if ACV above threshold |
Post-meeting scoring (AGT-407)
AGT-407 scores each meeting linked to an OpportunityBriefLog record. Scores written back to OpportunityBriefLog and feed AGT-701 coaching.
| Score field | What it measures |
|---|
objective_completion_rate | % of stated meeting objectives (section 3) marked complete by AGT-407 based on transcript analysis |
deal_advanced | Boolean — did the deal move to the next stage following this meeting? |
deal_advance_quality_score | 0–3 — did the stage advance follow execution of objectives, or did the deal advance without evidence of objective completion? |
commitment_follow_through_score | 0–3 — did the rep and prospect follow through on commitments from section 7 of prior brief? |