AGT-407 — Conversation Intelligence Agent
Layer 4: Deal & Forecast Management · Analysis layer only · Per-conversation · All roles in scope
L4 · Agent 07
Specced · v18 original + v23 ripple audit
L4 ripple audit: call_owner_role field added — enables AGT-501 CSM call filtering
L4 ripple audit updates (v23)
Update — call_owner_role field added to ConvIntelligence (schema v23)
AGT-501 Customer Health Monitor uses a ConvIntelligence adjustment (+12 pts max) derived specifically from CSM-owned calls — sentiment, talk ratio, and next-step quality from CSM customer interactions. Without a call_owner_role field, AGT-501 cannot distinguish CSM calls from AE, SDR, AM, or SE calls in ConvIntelligence.
AGT-407 now writes call_owner_role on every ConvIntelligence record at analysis time. Value is derived from the rep's role in RepActivity or TerritoryDefinitions linked to the conversation. Enum: AE / SDR / AM / CSM / SE.
Downstream consumers using call_owner_role:
· AGT-501: filters call_owner_role = 'CSM' for health score ConvIntelligence adjustment
· AGT-701: filters by role when generating role-parameterized coaching inputs
· AGT-703: can segment conversation patterns by role for forecast accuracy analysis
Purpose
AGT-407 is the analysis layer for all sales and customer conversations. Transcription is handled upstream by recording platforms (Gong, Zoom, Chorus) via webhook. AGT-407 receives the transcript and extracts structured signal: sentiment, next steps, competitor mentions, objection patterns, and email signals. Fires per-conversation on transcript receipt. All roles in scope — AE, SDR, AM, CSM, SE. opportunity_id is nullable — conversations without an open deal are stored and become available when a deal opens or when consumed by AGT-501 for health scoring.
Analysis dimensions
| Dimension | Output fields | Downstream consumer |
|---|
| Sentiment analysis | overall_sentiment, prospect_sentiment, rep_sentiment, sentiment_trajectory, sentiment_drivers | AGT-401 (deal health), AGT-501 (customer health — CSM calls only) |
| Next step extraction | next_steps (JSON), next_step_committed, missing_next_step_flag | AGT-401, AGT-405 (commitment tracking), AGT-701 (coaching) |
| Competitor mention detection | competitors_mentioned (list), new_competitor_flag | AGT-403 (CompetitiveKnowledgeBase update) |
| Objection pattern extraction | objections_raised (categorized list), unaddressed_showstopper | AGT-401 (deal health rescore trigger), AGT-701 (coaching) |
| Email thread analysis | email_response_trend, email_sentiment, stakeholder_expansion_signal | AGT-401 (deal health — stakeholder expansion is positive signal) |
conv_intelligence_score (feeds AGT-401)
0–3 score written to ConvIntelligence.conv_intelligence_score. Feeds AGT-401's conv_intelligence dimension — the last of the 9 dimensions to be unlocked, enabling the full 100-point deal health score.
| Condition | Points |
|---|
next_step_committed = TRUE | +1 |
overall_sentiment = 'positive' | +1 |
unaddressed_showstopper = FALSE | +1 |
conv_intelligence_score only feeds AGT-401 deal health for calls where call_owner_role is a selling role (AE, SDR, SE). CSM calls feed AGT-501 customer health adjustment separately — not AGT-401.
Downstream triggers
| Condition | Action |
|---|
| Deal linked AND (negative sentiment OR unaddressed_showstopper) | Trigger AGT-401 rescore immediately |
| Competitor detected | Trigger AGT-403 CompetitiveKnowledgeBase update |
| brief_id linked (pre-deal meeting) | Write adherence_score + hypothesis_accuracy_score to DiscoveryBriefLog (AGT-305) |
| opp_brief_id linked (deal-active meeting) | Write objective_completion_rate + deal_advance_quality_score to OpportunityBriefLog (AGT-405) |
| call_owner_role = CSM AND customer account | Scores accumulated for AGT-501 ConvIntelligence health adjustment (trailing 30-day pattern) |
Schema
ConvIntelligence — extended table. Existing rows carry NULL on AGT-407 analysis fields until agent is live.
| Field (v23 addition) | Type | Notes |
|---|
call_owner_role | enum | AE / SDR / AM / CSM / SE. Written by AGT-407 at analysis time. Derived from rep role in RepActivity or TerritoryDefinitions linked to conversation. |
All other ConvIntelligence fields were added in v18 (original AGT-407 spec). call_owner_role is the only v23 addition.