Job Change Agent

Spot when a contact changes role, decide whether the move puts an existing customer or deal at risk or creates a way into a prospect, and give the account owner the matching play.

Trigger: a contact’s title or company changes
AI steps: decide whether the role change is a risk or an opportunity
Output: a task for the account owner carrying the matching play

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Job Change Agent: a contact’s title or company changes; decide whether the role change is a risk or an opportunity; a task for the account owner carrying the matching play

How it works

Agent breakdown

A blueprint to adapt, not a fixed recipe. Set the trigger, thresholds, and methodology that fit your team, and each step builds on the last, using the conversation and CRM context you already capture.

Run when a contact changes role

Trigger

Record-Triggered · A contact’s role changes

Check whether they are linked to a customer or deal

Action

Get/Lookup · Account · Fields: customer or prospect

Decide whether the change is a risk or an opportunity

Action

AI Step · Output: risk or opportunity

Route the change to the matching play

Action

Condition · If a customer/deal, route as risk

Create a task for the account owner

Output

Create Task · Assigned to: the account owner

TriggerStep 1 of 6

Run when a contact changes role

When a contact’s title or company changes, the agent starts the workflow. This catches moves inside the same business as well as contacts leaving for another company.

Trigger: A contact’s title or company changes
Include: Moves within the business and departures from it

ActionStep 2 of 6

Check whether they are linked to a customer or deal

Next, the agent checks whether the contact is linked to a customer, an existing deal, or a prospect. That context matters because a champion leaving a customer or deal is a risk, while someone arriving at a prospect can provide a way in.

Fields: Customer or prospect status
Check: Whether the contact is linked to an existing deal

ActionStep 3 of 6

Decide whether the change is a risk or an opportunity

Using the account and deal context, the agent decides whether the role change is a risk or an opportunity and explains why. It treats a departure from a live customer as a risk and an arrival at an account with no open deal as an opportunity.

Prompt

Decide whether this contact’s role change is a risk or an opportunity.

Input: the contact’s title or company change, whether the account is a customer or prospect, and whether it has an open deal.

Classify a departure from a live customer as a risk.
Classify an arrival at an account with no open deal as an opportunity.
Explain which account and deal context supports the decision.

Return the classification, risk or opportunity, followed by a short explanation.

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ActionStep 4 of 6

Route the change to the matching play

Based on that decision, the agent routes the change to the matching play. The account owner gets a retention move for a customer or deal risk, or an outreach move when the contact creates a way into a prospect.

Risk branch: If linked to a customer or deal, route as a risk with a retention play
Opportunity branch: If linked to a prospect, route as a way in with an outreach play

OutputStep 5 of 6

Create a task for the account owner

Finally, the agent creates one task for whoever owns the account today. The task carries the recommended retention or outreach play, not just a notification that the contact moved.

Assigned to: The current account owner
Task content: The role change and the recommended play

Output

A role-change task with the matching play for the account owner

Get one task when a contact’s role changes, assigned to whoever owns the account today. The task explains whether the move is a risk or an opportunity and carries the matching retention or outreach play, so the rep knows what to do next.