Loss Reason Agent

The agent runs when an opportunity is marked lost and a competitor has been named. It leaves losses without a named competitor for the general win-loss agent, so this analysis stays specific to each rival.

• Trigger: An opportunity is marked lost with a competitor named
• Include: Losses to a named rival
• Exclude: Losses without a named rival

Next, the agent pulls the competitor, stage, and loss reason from the opportunity. The stated reason captures what the rep entered, which the agent will compare with what buyers said throughout the deal.

• Fields: Named rival, stage, and stated loss reason
• Source: The lost opportunity record

The agent pulls calls from the whole deal, not just the final conversation. The reason a buyer chose a competitor is often visible weeks before the opportunity closes, so the earlier calls matter when checking the stated reason.

• Include: Calls linked to the opportunity
• Time range: The whole deal

Using the calls from across the deal, the agent identifies the reason the buyer chose the named competitor and quotes the moment that supports it. It then compares that reason with what the rep entered on the opportunity and points out any difference.

The agent compares this loss with previous losses to the same competitor. It groups the evidence by rival and names any loss reason that keeps recurring, instead of pooling different competitors into one report.

Finally, the agent shares the deal-level loss reason and the recurring pattern for that competitor in Slack. Sales and product can use the same evidence to adjust sales conversations, enablement, and product feedback.

• Destination: Slack
• Recipients: Sales and product
• Content: The real loss reason, supporting evidence, and recurring pattern for the named rival