Stakeholder Map Agent

The agent runs when a second stakeholder joins the opportunity. One contact is not a buying committee, so this is the point when there is enough information to start building the map.

• Trigger: A second stakeholder joins the opportunity
• Runs again: Whenever another stakeholder joins

Next, the agent pulls every contact on the opportunity. It includes people who have only been copied on an email, since they may still hold a role in the buying committee even if they have not joined a call.

• Include: Every contact linked to the opportunity
• Also include: Contacts who have only been copied on an email

The agent then pulls the calls from across the whole deal. A contact's stance is not usually recorded in a field, so the agent uses what each person said and how the other stakeholders answered them.

• Calls: Every call linked to the opportunity
• Evidence: What each stakeholder said and how the others answered

For each contact, the agent identifies their role, assesses how engaged they are, and classifies their stance as supporter, neutral, or blocker. It includes the quote that decided the assessment, so the rep can see what the classification is based on.

Using those assessments, the agent assembles the contacts into a committee map that shows who reports to whom. It also marks any buying committee role that nobody fills, so the rep can see which relationships are present and which seats are still open.

Finally, the agent writes the committee map to the opportunity. It rebuilds the map whenever another stakeholder joins, so the roles, reporting lines, stances, and open seats move with the deal.

• Update: The committee map on the opportunity
• Rebuild: Whenever another stakeholder joins