OwnAgents · THE REVENUE AGENT

DealAgent. Watches every pipeline. Moves every deal.

DealAgent lives in the revenue layer. It watches every pipeline in OwnCRM, resurfaces stalled deals with a drafted next step, routes contracts through OwnSign, and reads campaign signals from OwnMAP — so nothing in the funnel goes quiet without a reason.

OwnCRM OwnSign OwnMAP

32Configured tasks in the registry

8Cross-app workflows it participates in

3 appsIn its permission scope — CRM, Sign, MAP

100%Actions authorized by OwnCentral & audited

The configured task registry

Every task it ships with, by app.

These are real entries from the OwnAgents task catalog — each one a verified, replayable operation against the app’s API, with permissions scoped by OwnCentral and every execution written to the audit log.

OwnCRM15 tasks

Create contactCreate a contact in OwnCRM
Create companyCreate a company in OwnCRM
Create dealCreate a deal in OwnCRM
Create leadCreate a lead in OwnCRM
Create activityProbe the activity surface in OwnCRM
Create campaignCreate a campaign in OwnCRM
Create taskCreate a task in OwnCRM
Create noteCreate a note in OwnCRM
Create quoteProbe the quote surface in OwnCRM
Create pipelineCreate a pipeline in OwnCRM
Create sequenceCreate a sequence in OwnCRM
1 dashboard testrunUI screen probe from the OwnCRM TestRun script (1. Dashboard)
3 companies testrunUI screen probe from the OwnCRM TestRun script (3. Companies)
8 campaigns testrunUI screen probe from the OwnCRM TestRun script (8. Campaigns)
12 forecast testrunUI screen probe from the OwnCRM TestRun script (12. Forecast)

OwnSign10 tasks

Create envelopeCreate an envelope in OwnSign
Create documentCreate a document in OwnSign
Create signerCreate a signer in OwnSign
Create templateCreate a template in OwnSign
Create audit trailCreate an audit trail in OwnSign
Demo flow overview testrunUI screen probe from the OwnSign TestRun script (Demo Flow Overview)
Module 2 documents 3 min testrunUI screen probe from the OwnSign TestRun script (Module 2: Documents (3 min)/Documents to Highlight)
Module 3 signatures 3 min testrunUI screen probe from the OwnSign TestRun script (Module 3: Signatures (3 min)/Signature Requests to Highlight)
Module 3 signatures 3 min testrunUI screen probe from the OwnSign TestRun script (Module 3: Signatures (3 min)/Talking Points)
Module 5 templates 2 min testrunUI screen probe from the OwnSign TestRun script (Module 5: Templates (2 min))

OwnMAP7 tasks

Create locationCreate a location in OwnMAP
Create routeCreate a route in OwnMAP
Create regionCreate a region in OwnMAP
Create layerCreate a layer in OwnMAP
Create markerCreate a marker in OwnMAP
Create geofenceCreate a geofence in OwnMAP
Create placeCreate a place in OwnMAP

Cross-app workflows

Where it works across the stack.

Because every app shares one control plane and one event bus, DealAgent composes multi-app workflows no siloed tool could attempt:

OwnCRM → OwnTasksOwnCRM deal in negotiation → OwnTasks follow-up task that carries the deal id
OwnSign → OwnDeskOwnSign envelope sent → OwnDesk signer-reminder ticket carrying envelope id
OwnMAP → OwnDeskOwnMap location pinned → OwnDesk ticket scoped to that location
OwnCRM → OwnERP → OwnBooksQuote-to-cash: OwnCRM contact + deal -> OwnERP sales order -> OwnBooks invoice + payment, ids chained end-to-end
OwnCRM → OwnSocial → OwnChat → OwnBIMarketing funnel: OwnCRM campaign -> OwnSocial post -> OwnChat notification -> OwnBI funnel dashboard
OwnCRM → OwnChatOwnCRM deal closed -> OwnChat announcement carrying the deal id
OwnBooks → OwnSignOwnBooks invoice -> OwnSign engagement document + envelope carrying the invoice number
OwnERP → OwnMAPOwnERP sales order -> OwnMap delivery location named after the SO number

And more

What it takes on beyond the registry.

The registry is the floor, not the ceiling. Working through OwnIQ with the full context of the connected stack, DealAgent also handles:

▸Resurface stalled deals with a drafted, personalised next step
▸Book follow-ups and demos directly onto calendars
▸Flag renewal risk by correlating usage, tickets, and payment health
▸Draft quotes and route contracts for signature end-to-end
▸Roll up pipeline coverage, win-rate, and commit for the board pack
▸Enrich inbound leads with firmographics before first touch

Governed by design

Scoped permissions

DealAgent runs under the same RBAC model as human users — field-level permissions and scope boundaries enforced by OwnCentral at runtime.

Reasoning via OwnIQ

Every model call routes through the sovereign gateway: metered, redacted, and attributable. Prompts never leave your perimeter.

Audited & reversible

Every action lands in the tamper-evident log with full attribution. Hard business rules cannot be overridden by the model.

See DealAgent on your data.

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