Technical Requirements Agent
Collect the integration, security, and technical requirements raised during the sales cycle, and give Customer Success a clear summary before implementation begins.
- Trigger: implementation begins
- AI steps: assemble the requirements and identify what is still unanswered
- Output: a requirements summary and open questions assigned to the implementation lead
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 implementation starts
The agent runs when implementation begins, rather than when the opportunity reaches closed-won. By this point, it can work from the final version of the requirements agreed during the sales cycle.
- Trigger: Implementation begins
- Timing: When the implementation work starts, not at closed-won
Pull the technical calls
Next, the agent pulls the security reviews and integration calls where the technical requirements were actually discussed. It leaves out commercial calls, where those requirements may only have been summarised.
- Include: Security reviews and integration calls
- Exclude: Commercial calls
Assemble the requirements
Using those calls, the agent assembles every integration, security, and technical requirement raised during the sales cycle. It marks each requirement as confirmed or assumed, and separates anything that was asked for but never answered.
You are assembling the technical requirements for a customer implementation.
Input: the security reviews and integration call transcripts from the sales cycle.
Review the transcripts and:
- Collect every integration, security, and technical requirement that was raised.
- Mark each requirement as confirmed or assumed.
- List anything the customer asked for but that was never answered.
Rules: use only information from the supplied calls. Exclude commercial discussions. Do not infer an answer to an open question or present an assumed requirement as confirmed.
Return a requirements summary with three sections: confirmed requirements, assumed requirements, and unanswered questions.
Flag what is still open
Once the summary is ready, the agent creates a task for the implementation lead with the unanswered questions at the top. It also lists the assumed requirements, so Customer Success can clarify them before the first build session.
- Due: Before the first build session
- Flag: Anything still unanswered
- List: Assumed requirements
Technical requirements, assumptions, and unanswered questions in the implementation lead's task
Give Customer Success one summary of the integration, security, and technical requirements raised during the sales cycle. The implementation lead receives a task before the first build session, with unanswered questions at the top and assumed requirements clearly listed.
AI Agents that pair well
Same data, different jobs. Run them together for a fuller picture.
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