The agent stack

Eight agents. One virtual BD department running on top of your CRM.

Other tools sell you "an AI SDR." We built five specialized agents shipping today, with three more in development, each grounded in your CRM, your The Sauce signals, your sent mail. None of them invent a fact. Origin opens on Solo. The other four shipped agents ship on Pro. Marketing, RevOps, and CEO are in development now.

// Free

No agents on Free.

The CRM is yours forever. AI agents are paid-tier only because the model calls aren't.

// Solo · $147/seat

Origin, plus the perks.

The only AI agent on Solo, but every solo-seller perk travels with it: Pitch DNA, BYOK, and the Enrichment Waterfall (150 cr/mo). The League is free for any tier (Free included), Solo just makes the numbers easier.

// Pro · $247 Founder's

All five shipped agents + early access to the next three.

Origin + Customer Success + Account Prospecting + Enterprise Brain + BDM Legion shipping today. Marketing, RevOps, and CEO in development with Pro getting first dibs on each beta. Plus the The Sauce signal layer, the Lightning Dialer, custom Sauce signals, REST API, team management, and a 500 cr/mo enrichment allotment.

SOLO+

Origin

// 01 · the drafting agent

What it does

Origin is your drafting voice. Cold email, follow-up, objection-handling reply, post-call recap, LinkedIn DM. You give it the prospect plus a one-line angle, it produces 60 to 110 words that read like you wrote them at 10:47 on a Tuesday morning. Trained on whatever sent mail you point Pitch DNA at.

On Solo, Origin works on whatever you put in front of it. On Pro, Origin reads The Sauce feed too, so it can draft a touch the moment a 10-K filing or a hiring spike fires.

When it fires

// Tuesday 9:47 am · prospect detail page You hit Draft. Origin pulls the prospect record, the last three signals (a Series B announcement, a VP Engineering hire, a layoff at a competitor), reads your voice profile, drafts a 78-word cold email that opens on the Series B and asks for a 15-minute slot. You edit two words. You hit send.

search_crm get_prospect search_signals (Pro) draft_email summarize_text

ENTERPRISE

Customer Success

// 02 · brand-trained lifecycle agent

What it does

The CSM agent watches every prospect through their lifecycle, lead, contacted, qualified, proposal, won, lost, expand, and surfaces specific, time-bound next-best-actions. Not generic advice. Real moves grounded in this prospect's actual data and your org's Brain.

Brand-trained. Pulls from your uploaded Sales SOP, voice/tone exemplars, deliverable templates, and procedures on every run. Recommendations cite your SOP. Drafts match your voice. Outputs match your deliverable style. The Pro tier doesn't get this agent — Enterprise does, and it's the v1 differentiator that justifies the step-up.

When it fires

// dashboard · "Deals needing attention" widget Acme Corp moved to "Qualified" 11 days ago. No touchpoints since. Their CTO posted on LinkedIn yesterday about a vendor consolidation initiative. The CSM agent surfaces: "Send the Tier-1 proposal template (per your SOP §3.2) within 48h, lead with the vendor-consolidation angle. Draft email below — using your house voice."

search_crm get_prospect search_signals rag_lookup draft_email brain_context

PRO+

Account Prospecting

// 03 · pre-call briefs

What it does

Generates the structured account brief 10 minutes before your call. Five fixed sections so you stop scrolling LinkedIn five minutes before the meeting:

Company snapshot, two or three sentences on who they are, sector, headcount, recent funding.
Recent moves, last 90 days of Sauce hits and news, dated, sourced.
Decision-maker map, known contacts in the CRM plus role titles you should additionally target.
Talking points, three to five angles, each one grounded in a specific recent move.
Risks and blockers, what could derail this deal.

Cites every claim back to a signal id, a CRM record, or "general knowledge". Never invents specific facts. If the data is thin, it says so explicitly rather than padding.

When it fires

// 10 minutes before your 2pm call You hit Generate Brief on the prospect detail page. Account Prospecting pulls the CRM record, runs RAG over the last 90 days of signals, looks up the company in the embeddings store, drops a 350-word markdown brief that reads like one your sharpest BDR colleague would build, except it took 8 seconds, not 25 minutes.

search_crm search_signals rag_lookup generate_account_brief

SOLO+

Codex

// 04 · your personal AI archive

What it does

One question, one answer, every source cited. Codex runs RAG (retrieval-augmented generation) across your CRM rows, The Sauce signals, agent message history, marketing content, and DealArena's help corpus. Per-user scoped — your personal archive of every conversation, deal, and note. Ask anything about your own work. Cited answer in under 250 words.

Confidential prospects stay confidential. Per-user scoping is enforced at the retrieval layer, not the prompt. Employer Mode rows never appear in retrieval, even for the user who created them, until they explicitly unlock the row.

When it fires

// Codex page · query box Q: "Which of my top 20 deals stalled in negotiation last quarter and what was the most common objection?"
A: 8 of your top 20 stalled in negotiation. The most cited objection across notes was procurement timeline (5 mentions), followed by competing bid from Outreach (3 mentions). Sources: deal_id 4127, 4188, 4203, 4231, 4244, 4259, 4267, 4281.

rag_lookup search_crm search_signals

PRO+

BDM Legion

// 05 · virtual BDRs · unlimited

What it does

Build virtual BDRs with custom personas, voice profiles, and per-member attribution. Spin up an enterprise hunter with 8 years of sales mindset. Spin up an SMB closer who runs a 3-touch cadence and disqualifies fast. Spin up a renewals rep that talks expansion, not acquisition. Route accounts to whoever fits.

Each member runs the same task surface as Origin (draft_email, follow_up, objection_handling, call_prep) but inside a persona block that constrains specialization (industry, role, geo, deal size) and tone. If a prospect falls outside their lane, they say so and escalate, instead of pretending to know.

Per-member performance tracked: deals attributed, revenue, runs, approval rate. The good ones get more accounts. The bad ones get retired.

When it fires

// /legion · member detail You assign a 50-prospect SMB cohort to "Maya, the SMB closer." Maya runs draft_email on each, ranks them by warmth, drops your 8 highest-likelihood prospects into your queue with personalized openings. The other 42 get a paced sequence she manages on her own, with status updates posted to the team Slack.

search_crm get_prospect search_signals draft_email summarize_text generate_account_brief

ENTERPRISE

Brain

// 06 · org-shared knowledge layer

What it does

Your team's shared playbook, in AI form. Org admins upload your Sales SOP, voice/tone exemplars, deliverable templates, and brand assets (logos, fonts, color palette) once — and from that point forward, every agent your team runs is brand-aware automatically. Outreach drafts use your voice. Account briefs follow your SOP. Customer Success outputs match your deliverable style.

The leverage isn't the chat surface (though that's there too at /brain). It's the auto-injection: your reps don't configure anything. They run the same agents as a Pro user — but the outputs read like your brand wrote them.

When it fires

// any agent run · Enterprise org member A Pro user drafts an outreach: generic LLM English. The same prompt from your Enterprise rep: pulls "Discovery Framework v3.pdf §2" from your Brain, opens with the phrasing pattern from your voice/tone exemplar, closes with your house signature line. Cited inline as [doc:42 v3].

Permissions

Org admins upload + version + archive. All org members read. Org content never crosses to other customers, never trains models, never appears outside the org. White-glove implementation by Tyler in your first 30 days.

brain_upload brain_chat auto_inject version_rollback

IN DEV

Marketing

// 06 · demand + content engine · in development

What it'll do

Drafts ad copy, landing-page variants, and social posts in your brand voice, same Pitch DNA grounding Origin uses, applied to top-of-funnel work. Scores inbound signals against your ICP, routes qualified leads to the right rep automatically, and ties content performance back to closed revenue.

The honest version of "marketing analytics." Most tools tell you which ad got the most clicks. The Marketing Agent tells you which ad sourced the deal that closed for $48K, and writes the next one in the same vein.

Status

// status · in development Build is underway. Pro tier gets first beta access when it ships. Enterprise customers can request alpha keys earlier, the team's already doing manual marketing-attribution work for the first three Enterprise contracts and feeding the patterns into the agent's prompts.

search_crm search_signals draft_copy attribute_revenue route_inbound

IN DEV

RevOps

// 07 · forecast + funnel hygiene · in development

What it'll do

Audits the pipeline weekly: stale records, missing fields, duplicate accounts, deals stuck in stages they shouldn't be in. Forecasts the quarter from current activity ratios, not gut feel, and tells the rep exactly which two records to fix before the call with the VP of Sales.

The agent your CRO wishes the team had. Most "RevOps" headcount is a person doing weekly Salesforce hygiene reports. This agent does that work in 12 seconds, surfaces the blockers, and writes the forecast in the format your CFO wants.

Status

// status · in development The forecasting model is the hard part, pulling from real pipe-velocity data, not blanket conversion-rate averages. Pro tier gets first beta access. Enterprise customers can request weekly audit runs manually today; the agent automates that workflow.

search_crm audit_pipeline flag_stale_records forecast_quarter summarize_text

IN DEV

CEO Agent

// 08 · board-room view · in development

What it'll do

Synthesizes every other agent into the one summary that matters: where revenue is coming from, where it's slipping, and which two moves this week unlock the most upside. Reads what Origin drafted, what Customer Success flagged, what RevOps audited, what Marketing sourced, and writes the digest the founder actually has time for.

Optional weekly email to the CEO inbox; in-app dashboard for everyone else. Cited like everything else in DealArena: every claim links back to the prospects, signals, or deals it was drawn from.

Status

// status · in development Last to ship, depends on Marketing and RevOps being live first, since the CEO Agent is a synthesizer over the others. Enterprise customers requesting executive briefings today get Tyler doing this manually as a stand-in until the agent ships.

search_crm search_signals summarize_pipeline aggregate_agent_runs generate_executive_brief

How they fit together.

The agents don't run in isolation. They share three layers of context, that's why their answers stay grounded and why the Brain can cite a signal that fired into Origin's last draft.

// data layer

The Sauce signals. SEC filings, news, hiring spikes, exec moves, custom RSS, custom webhook, custom SQL. Every signal has a dedup key, a source, a timestamp. The agents query this. (Pro+, the data APIs cost real money.)

// memory layer

The embeddings store. Prospects, deals, signals, marketing copy, help guides, all embedded into a single vector index. The Brain queries it directly; the other agents pull through it for grounding. Per-user scoping enforced at the retrieval boundary so confidential rows never leak.

// voice layer

Pitch DNA. Your sent mail, your phrasing, your hooks, your cadence, distilled into a text-style profile that Origin and Legion members read at draft time. Text only. No audio synthesis. We made the line explicit on purpose: audio voice has a different (and heavier) regulatory profile under TCPA.

// safety layer

Cost cap + audit trail. Pro has a hard $550/seat/month cap on AI usage with a 80% soft warning and a 100% hard pause. Every agent run logs tokens in / tokens out / cost in cents. Approve, edit, or reject any output, the agent learns. BYOK is supported, $0 add-on, you pay your provider directly.

The free CRM is real. The agents are the upgrade.

Sign up free, run your book, hit the agent layer when you're ready. The League is free for any tier (Free included), qualification is on pure performance. Solo at $147 opens Origin plus the solo-seller perks (Pitch DNA, BYOK, 150 enrichment credits/mo). Pro at $247 (Founder's, first 100 seats) gives you the full agent stack, the The Sauce signal layer that feeds it, the Lightning Dialer, the API, and the team layer.