Deal Desk/Today
Ask the agent or search deals… ⌘K
D
Deal Desk Agent
● active · cleared 247 tasks today · 14s avg response
Autonomy: assist v3.2
Good morning, Bryan. 4 deals need you today — I've cleared the rest.
Needs approval · 18h SLA
Pathline Financial · platform
20% discount at P75+2.4. FMV comps attached, approve-with-context memo ready.
CPQ conflict · 3h SLA
Farnell Logistics bundle
API + Code SKU overlap fires. Three restructures — option 2 recommended.
Legal · HLS · BAA
Helmer Biopharma renewal
HIPAA workflow needs BAA amendment. Routed to B. Israel · 4 clauses pre-filled.
At risk · renewal in 62d
Brightway Health renewal
Usage up 18% but support volume doubled. Save play drafted w/ exec sponsor match.
Available to Renew
$23.9M
9 dealer orgs · Novara parent leads
Renewal Amount
$18.4M
77% of available · baseline risk
Forecasted Attrition
-$6.0M
$3.8M concentrated in parent
Swing Amount
$1.2M
Caldera carries 92% of upside

Agent-active deals

Every deal the agent is currently watching. Click any row for the Deal Room.
Deal
Stage
TCV
Agent Action
Health
SLA
Pathline Financial GroupPlatform + Code · 3yr · New
Negotiation
$2.40M
Approval memo drafted
82
18h
Farnell LogisticsFull stack · 2yr · Expansion
Proposal
$1.85M
CPQ conflict · 3 options
68
3h
Helmer BiopharmaPlatform · HLS · Renewal
Legal review
$3.10M
BAA routed to B. Israel
74
2d
Brightway Health SystemPlatform + API · 3yr · Renewal
At risk
$1.60M
Save play active
42
62d
Dunegrass ManufacturingPlatform · 3yr · New
Closed won
$4.20M
Rev rec scheduled
100
—
Fairgate IndustriesCode · 1yr · Pilot
Proposal
$480K
Standard · auto-approved
88
—

Activity stream

Everything the agent touched, last 4 hours
Drafted approval memo for Pathline Financial — 20% discount at P75+2.4, comps attached from Dunegrass and Pennant.
Tools called: salesforce.opportunity.get, revcloud.comps.search, claude.generate
14 min ago
Routed BAA amendment to Brooke Israel (Legal, HLS) — pre-filled PHI, audit-rights, subcontractor clauses. SLA: 24h.
Tools: ironclad.template.get, ironclad.route, slack.notify
38 min ago
Auto-approved 14 standard deals — all within policy envelope, zero escalations.
Tools: policy.check, salesforce.opportunity.update, netsuite.sync
1h ago
Flagged Brightway renewal risk — usage +18% but support-case volume 2x baseline. Drafted save play; CSM notified.
Tools: gong.calls.sentiment, salesforce.renewal.get, zendesk.cases.query
2h ago
Resolved Farnell CPQ conflict in simulator — generated 3 viable restructures, ranked by TCV impact and cycle time.
Tools: revcloud.cpq.simulate, revcloud.pricing.optimize
3h ago
T
TERRITORY OVERVIEW
FY27 · Bryan Klint
Agent reading your CRM Updated 1:58 PM
Novara parent is carrying -$3.8M of forecasted attrition on a $10M renewal base. Nine dealer orgs are up for renewal this period. Here's where to spend your next 30 days.
View as Bryan Klint
Accounts All · 22 orgs
Segment Manufacturing, Energy, Auto
Period FY27
RENEWALS & CONTRACTS · FY27
Novara global division territory
Available to Renew
$23.9m
Renewal Amount
$18.4m
Forecasted Attrition
-$6.0m
Swing Amount
$1.2m
D
Deal Desk Agent · Territory reasoning
11 tools called
Novara parent is the whole story. Three dealer orgs compound the risk.

Of your $6.0M forecasted attrition, $3.8M sits in Novara Industrial Group itself — MuleSoft renewal, Tableau Server → Cloud migration, and the Agentforce scale decision all converge this period. The SELA expires Jan '29, but the commercial conversation happens now.

The three dealer orgs showing early attrition signals:

  • Caldera Holdings — -$1.1M forecasted · SAP ERP decision cycle flags Microsoft Dynamics threat
  • Halfway Subsidiary Ltd. — -$180K forecasted · adoption flat 7 mo, renewal champion left in Q3
  • Linesport Works — -$610K forecasted · Financial Services line integration blocked on compliance review

I've drafted playbooks for all four. Novara parent is primed — needs a CIO + CRO alignment call in the next 21 days.

Available to Renew vs. Forecasted

By dealer · FY27 · sorted by exposure
Novara Industrial Group
$10M
-$3.8M
Caldera Hldgs.
$3.5M
-$1.1M
Westermark
$2.3M
$0
Halfway
$1.6M
-$180K
Teleport Hldgs.
$864K
$0
Mossberg Ind.
$853K
-$115K
Rondo Services
$805K
-$16K
Linesport Works
$659K
-$610K
Grayhand Equip.
$475K
$0
Territory
$23.9M avail
-$6.0M

Renewal Swing · FY27

Upside $1.2M · downside -$6.0M
Novara Industrial Group
$93K
Defensive
Caldera Hldgs.
$1.1M
Expansion
Rondo Services
$16K
Defensive
Linesport Works
$3.9K
Defensive
Swing total
$1.2M
+5% net
Caldera carries nearly all the upside. Novara parent is a defense play — retention is the win condition.

Renewal detail by dealer

9 orgs · sorted by Available to Renew
Combo Company Name
Available
Forecasted
Attrition
Swing
Health
Novara Industrial Group Parent · global SELA 2029
$10.0M
$6.5M
-$3.8M
$93K
72
Caldera Holdings Inc Call center expansion
$3.5M
$2.4M
-$1.1M
$1.1M
68
Westermark Group AG Data Cloud + FSC
$2.3M
$2.3M
$0
$0
88
Halfway Subsidiary Ltd. Adoption flat · 7 mo
$1.6M
$1.4M
-$180K
$0
58
Teleport Holdings S.A. MENA region
$864K
$864K
$0
$0
82
Mossberg Industrial LLC LATAM · Service Cloud
$853K
$739K
-$115K
$0
64
Rondo Services Sales + Service Cloud
$805K
$789K
-$16K
$16K
85
Linesport Works LLC Financial Services line integration blocked
$659K
$49K
-$610K
$3.9K
38
Grayhand Equipment Inc. 275 Full CRM · 7 Pardot · Renew 05/23/27
$475K
$475K
$0
$0
91

Attrition watch

Every at-risk renewal, with the playbook the agent drafted
Account
Attrition
Close date
Signal
Playbook
Novara Industrial Group
MuleSoft + Tableau + Agentforce
-$3.8M
01/15/27
MSFT threat
Caldera Holdings
SAP ERP decision cycle
-$1.1M
11/15/26
Dynamics POC
Linesport Works
Financial Services line integration blocked
-$610K
08/22/26
Compliance
Halfway Subsidiary Ltd.
Adoption flat 7 mo
-$180K
12/08/26
Champion gone
Mossberg Industrial
LATAM · Service Cloud
-$115K
10/30/26
Usage soft

Pipeline · FY27

Weighted $14.8M · commit $8.2M · upside $22.1M

Funnel by stage

Conversion rates trained on 18 mo of historical data
Qualified
$42.6M
—
Proposal
$30.7M
72%
Negotiation
$20.5M
67%
Legal
$15.3M
75%
Closed won
$11.9M
78%

Commit confidence

Agent vs. rep commit
The agent reconciles rep commit with historical conversion, deal-level signals, and current pipeline math. Discrepancies flagged for review.
Rep commit
$8.2M
Agent commit
$7.4M
The agent flags $800K delta — Brightway ($1.6M) marked commit but health score is 42. Agent recommends moving to upside.

Velocity · last 90d

Cycle time by stage
Qualified → Proposal
8d
Proposal → Negotiation
11d
Negotiation → Legal
6d
Legal → Close
4d
Total avg cycle
23d
Pre-agent baseline: 34d · 32% faster
Replaces BaseCamp → Deal Desk Case Conversational intake · no forms

The 20-field case form is now one sentence.

You used to open BaseCamp, pick Contract Support, choose "Core/Digital Deal Desk," then pick one of 22 Case Reasons (L5 Discounting, SDS Deal Review, SELA Approval, MSA, Policy Exceptions, Restricted Products, Signature Success, MuleSoft HSP/OSP/OEM…), write a justification paragraph, and wait 48 hours. The agent reads the opportunity, picks the right case reason, drafts the justification, cites the policy, and returns an answer.
Fields required
20+
↓
1 question
Median resolution
48 hours
↓
14 seconds
Routed by hand
100%
↓
0% · agent routes
Policy-cited answers
~10%
↓
100% · always

A real example, side by side

Same deal. Same question. Two ways.
vs
Before · BaseCamp → Deal Desk Case
basecamp.my.salesforce.com
Create a Deal Desk Case
* Required fields
*Opportunity
Related Opportunity
Search Opportunities…
Opportunity is Required
*Who Should Help?
Request Type
—None—
Request Type is required
*What Do You Need Help With?
Case Reason
—None—
Case Reason is required
Pick one of: L5 Discounting · SDS Deal Review · SELA Approval · MSA · Policy Exceptions · Restricted Products · Signature Success Deal Support · MuleSoft HSP/OSP/OEM · Swap Clause · GSRM Deal Review · Renewal Price Protection · Non-Standard Pricing QST · AWS Marketplace · Courtesy Quote · Early Stage Deal · Short-Term Contracts…
*Provide a clear request with justification that includes deal strategy and supporting details
Description · include relevant technologies for GSRM and next steps and Org/Tenant IDs for Signature Success
Complete this Field
48-hour SLA · typical turnaround 2–3 business days
● 48-hour SLA · ticket #DDC-2026-0842
After · Deal Desk Agent
D
Deal Desk Agent
Reading NOV-OPP-2025-0842 · thinking…
● 14.2s total
J. RAMIREZ · AE
Can I get a 22% discount on the Novara platform line? They pushed back.
Pulled opportunity NOV-OPP-2025-0842
$10M renewal · 3yr · Platform + Data Cloud · SELA in-force
1.2s
Classified request type
Core/Digital Deal Desk · Case Reason: L5 Discounting · triggers SELA Approval sub-policy
2.8s
Checked FMV comps
47 Renewals · Mfg · 3yr · P75 = 19.2% · P90 = 24.1% · 22% lands at P82
6.4s
Checked existing SELA price points
Prior L5 at 18.5% · a 22% ask designated as One-Time would require Deal Desk Case per the "Note to Renewal Managers" rule
9.7s
Checked Microsoft Dynamics competitive threat
Gong sentiment L60d · CIO call Apr 14 · elevated · justifies defensive posture
12.1s
Drafted the justification
Deal strategy · policy citation · recommended structure · ready for routing to C. Howe (Deal Desk SVP)
14.2s
Agent decision · 14.2s · 6 tool calls

Approve 22% as a full-renewal L5 extension — not a One-Time Discount. This avoids the Deal Desk Case requirement per policy and preserves the existing price point baseline for FY28.

Competing proposal: 20.5% + 30-day prepay acceleration — lands at P75 (within auto-approve), adds $310K Y1 cash, signals defensive posture against the Dynamics POC without opening a rate reset.

Both options drafted. Memo cites policy.renewal.l5_extension.v4.2 and policy.sela.pricing.strategic_account.

Intake queue · last 7 days

Every request the agent handled. 3 pending (your review). 47 auto-resolved.
Opportunity / Request
Case Reason
Agent Action
Resolved in
Status
NOV-OPP-2025-0842 · Novara Industrial Group
"Can I get a 22% discount on platform?"
L5 Discounting
Memo drafted · awaiting approval
14.2s
Pending
CAL-OPP-2024-9912 · Caldera Holdings
"MSA redline from procurement — need review"
MSA
23 clauses checked · 2 redlines · playbook match
22.8s
Resolved
LIN-OPP-2025-0177 · Linesport Works
"Short-term 7mo contract exception needed"
Policy Exception
OU Leader approval drafted for Sean Neifert
18.4s
Pending
WST-OPP-2025-0231 · Westermark Group AG
"Back-to-back courtesy for Q3 → Q4"
Courtesy Quote
Within policy · auto-approved · pricing locked
8.7s
Resolved
HFW-OPP-2025-0198 · Halfway Subsidiary
"Swap clause — move 40 seats from Platform to FSC"
Swap Clause
Amendment drafted in Ironclad · awaiting legal
31.2s
Pending
MBG-OPP-2025-0304 · Mossberg Industrial
"Signature Success renewal — SELA pricing"
Signature Success
Tenant ID verified · SELA price points confirmed · auto-quote
11.5s
Resolved
GRH-OPP-2025-0412 · Grayhand Equipment
"275 Full CRM renewal price protection QST"
Renewal Price Protection
<5% cap within policy · QST generated · routed
9.1s
Resolved
What the agent replaces. Every row above used to be a Deal Desk Case routed through BaseCamp. Median time-to-resolution across Salesforce's actual DDC queue is ~48 hours. The agent resolves the routine 91% automatically, cites policy on every decision, and escalates to C. Howe only when the case genuinely needs human judgment. The remaining 9% arrive with the reasoning chain pre-attached — so when it does hit a human, they're reading a one-page brief, not investigating from scratch.
ACTIVE DEAL · OPP-2025-0842 · Negotiation

Pathline Financial Group — Platform + Code

New York, NY 3-year term · close ETA Apr 28 AE: J. Ramirez · DD: agent
Approval pending · 18h
TCV
$2.40M
3yr · +$440K upside
ARR
$800K
Blended rate
Blended discount
20.0%
P75+2.4pt
Health score
82
▲ 6 this week
Rev rec
Ratable
ASC 606 · clean
D
Deal Desk Agent · recommendation
11 tools called · 12s
Approve. The 20% discount is justified by the Code cross-sell and the 3-year term premium.

Discount sits at P75 +2.4pts on FMV distribution, but this is a new-logo Platform + Code bundle with a 36-month commit and $440K expansion path in Y2. Three comparable deals closed in the last 180 days at similar or higher discounts (Dunegrass at 21.5%, Pennant at 19.8%, Roadpost at 22.0%).

Rev rec is clean — ratable over 36 months, no carve-out required. Legal review flags zero playbook exceptions. The approval memo is drafted and ready for your signature.

Stakeholders

4 decision-makers · sentiment tracked
SK
Sarah Klein — CFO
Economic buyer · last call: strong signal
Champion
MR
Marcus Rhee — VP Platform Eng
Technical buyer · engaged
Supporter
PL
Priya Lakshmi — Chief Data Officer
Influencer · needs data-residency confirmation
Skeptic
DT
David Tan — Head of Procurement
Gatekeeper
Neutral

Key signals · last 14 days

Across Gong, email, Slack, LinkedIn
CFO Sarah Klein cited production ROI on the Apr 17 call ("biggest unlock of the year") — sentiment +0.82
Gong call · 47m
Engineering ran internal POC on Claude Code — 5 repos, 28 devs, 42% velocity lift
Marcus shared preliminary results via email
CDO Priya raised data-residency question — needs EU-only routing confirmation
Agent drafted response · awaiting your approval
ACTIVE DEAL · OPP-2025-0817 · Proposal

Farnell Logistics — Full stack expansion

2yr · close ETA May 12 AE: T. Okafor · DD: agent
CPQ conflict · 3h
TCV
$1.85M
ARR
$925K
Discount
18.5%
Health
68
Status
CPQ conflict
D
Deal Desk Agent · CPQ conflict resolution
3 restructures generated
API + Code SKU bundle rule fires. Three restructures available — option 2 is cleanest.

Your CPQ policy blocks overlapping API and Code SKU entitlements in the same order (rule CPQ-R-0412, "prevent consumption double-counting"). Farnell's proposal bundles both. Three valid restructures:

  • Option 1 — Split into two sequential orders (clean, adds 4d to cycle)
  • Option 2 · recommended — Use new composite SKU BUNDLE-FS-2024 (launched Jan, covers both entitlements, margin-equivalent)
  • Option 3 — Keep flat structure, get exception from R. Chen (rev ops) — 48h

I've prepped Option 2. One click to apply.

Conflict detail

Rule fired: CPQ-R-0412 — "Prevent overlapping API and Code consumption SKUs in same order."

Offending line items:

  • API-CONSUMPTION-TIER2 · $480K annual commit
  • CODE-SEATS-PREMIUM · 60 seats · includes API allowance

Why the rule exists: Finance introduced it after the Q3'25 audit to prevent double-counting consumption credits across revenue lines. Overrides require rev-ops sign-off.

ACTIVE DEAL · OPP-2024-9912 · Legal review · HLS

Helmer Biopharma — Platform renewal

3yr · renewal · HLS regulated AE: M. Chen · DD: agent · Legal: B. Israel
BAA routed · 2d
TCV
$3.10M
ARR
$1.03M
Uplift vs. prior
+24%
Health
74
Compliance
HIPAA/BAA
D
Contract advisor · regulated workflow
BAA amendment drafted and routed. 4 of 7 clauses pre-filled.

Helmer's HIPAA workflow requires a Business Associate Agreement amendment covering the new Platform use case (PHI-adjacent data in the inference flow). I pulled our HLS playbook v3.1 and pre-filled 4 of 7 clauses that match Helmer's last BAA (signed Mar '23). Brooke Israel in Legal is reviewing — SLA 24h.

The three open clauses require human judgment: subcontractor disclosure scope, breach notification window (Helmer prefers 48h vs. our standard 72h), PHI retention on de-provisioning.

RENEWAL · OPP-2024-8803 · At risk

Brightway Health System — Platform + API renewal

3yr renewal · 62d to expiry AE: K. Park · DD: agent · CSM: D. Ramos
At risk · save play active
ACV at risk
$1.60M
Usage vs. last
+18%
Support cases
2.1×
Sentiment
-0.34
Health
42
D
Intelligence feed · renewal risk triage
14 signals correlated
Usage is strong. The problem is human.

Brightway's consumption is up 18% YoY — product love is there. But support-case volume has doubled and sentiment on the last 3 exec calls dropped to -0.34 from +0.58 six months ago. The signal is governance and onboarding breakdown, not product.

Save play: Exec sponsor match (you ↔ their CMIO Dr. Patel), dedicated FDE for 30 days, governance workshop in Q1'27. Pre-approved budget envelope $45K services credit. Action window: 14 days.

Signal trace · last 60d

Support volume 2× baseline
42 tickets L30d · mostly governance questions
Exec call sentiment -0.34
Gong · Apr 2 call · "frustrated" × 3, "complex" × 5
Usage +18% YoY
Product adoption is not the issue
Exec sponsor changed
Former champion promoted, new CMIO onboarding

Save play · $45K envelope

  1. Exec sponsor match · Bryan ↔ Dr. Patel (CMIO), 45min strategic review, schedule within 14d
  2. Dedicated FDE · 30 days · Governance rollout, query optimization, staff training
  3. Governance workshop · Q1'27 · 2-day on-site, $15K services credit applied
  4. Renewal terms sweetener · Prepay option at 3% discount to shift commit risk

Policy library

The actual Salesforce Deal Desk Case trigger set — encoded as agent rules. Every decision cites the policy and version applied.
Rules encoded
47
From BaseCamp + Deal Desk wiki
Auto-resolved
91%
Within policy envelope · no human
Escalated
9%
With reasoning pre-attached
Override rate
4.1%
Humans agree 95.9% of the time

Deal Desk Case triggers

When a rep would have logged a BaseCamp case
Policy
Case reason
Escalation
Status
L5 Discounts
Auto-resolve full renewals at existing L5 price points. Escalate if designated as One-Time Discount.
L5 Discounting
Deal Desk SVP
Encoded
Back-to-Back Courtesy Exceptions
Quarter-bridge courtesy pricing within policy envelope.
Courtesy Quote
OU Leader
Encoded
Short-Term Contracts
<12 months & >$500K AOV, or <7 months & >$250K AOV. Requires OU Leader pre-approval.
Short-Term Contract
OU Leader + Deal Desk
Encoded
Restricted Use Licenses
RUL SKUs require Deal Desk as Restricted Product Approver.
Restricted Product
Deal Desk (Approver)
Encoded
SELA Approvals
Enterprise License Agreement pricing · terms · expansion triggers.
SELA Approval
OU Leader + CFO office
Encoded
Non-Standard Pricing QSTs
Pricing tables outside standard · quote-level strategy.
Non-Standard Pricing
Deal Desk
Encoded
Commercial Policy Exceptions
Deal Structuring & Pricing Guidance — custom commercial structures.
Policy Exception
Deal Desk SVP
Encoded
MuleSoft HSP / OSP / OEM
All MuleSoft subscription-program deals route through Deal Desk.
MuleSoft Program
MuleSoft Deal Desk
Encoded
Renewal Price Protection QST
<5% cap or caps for 2+ renewal terms require Deal Desk review.
Price Protection
Deal Desk
Encoded
Swap Clauses
Inclusion of swap rights between product families.
Swap Clause
Deal Desk + Legal
Encoded
GSRM Deal Review
Global Strategic Revenue Management · named accounts only.
GSRM Review
GSRM Lead
Encoded
Signature Success Deal Support
SELA Pricing · Non-Standard Pricing QST · Tenant ID verification.
Signature Success
SS Deal Desk
Encoded
AWS Marketplace
Private Offer flow · reseller commission · consumption credit.
AWS Marketplace
Partner Desk
Encoded
SDS Deal Review
Strategic Deal Strategy — $5M+ AOV or board-reported.
SDS Review
CRO / CFO
Encoded
Early Stage Deal
Pre-qualification pricing guidance & structure hints.
Early Stage
Self-service
Encoded
MSA Redline Review
23-clause playbook · pre-approved variants · auto-accept path.
MSA
Legal (on exception only)
Encoded

How the agent uses these. When an AE asks the agent for deal-desk help, the agent reads the opportunity, classifies the request against this policy set, and — if the answer lives inside the policy envelope — resolves it with a cited decision in seconds. When the request falls outside the envelope (one-time L5 discount, non-standard swap, GSRM review), the agent drafts the justification, pre-fills the Case fields, and routes to the correct escalation with the reasoning chain attached.

Override protocol. Any rule can be overridden via policy.override() — requires documented justification + dual approval (Bryan + C. Howe). Every override is logged to the audit trail and backtested monthly. If a rule is being overridden >10% of the time, the policy itself needs a rewrite — we surface those in the Performance view.

Outcomes — what the agent changed

Measured against pre-agent baseline · L90d
Cycle compression
-32%
34d → 23d avg time-to-close
ACV preserved
$4.2M
Save plays on renewals at risk
Deals auto-approved
71%
No human review · zero exceptions
Margin recovered
+3.8pt
From structure optimization

Revenue attribution · L90d

Every dollar the agent moved, and where
Structure optimization
Ramp/prepay/hybrid recommendations on 28 deals
+$1.8M TCV
Renewal saves
Executed save plays on 6 at-risk accounts
+$4.2M ACV
Cycle time
11d avg compression · opportunity cost recovered
+$890K value
Margin protection
Discount-envelope enforcement on 142 deals
+$2.1M margin
Total attributable impact · L90d
$8.99M

Agent performance

Operating health · decision quality · backtests

Decision quality

Agreement rate with deal-desk experts
Discount approvals
96%
Structure recommendations
91%
Rev rec analysis
98%
Legal clause review
89%
Renewal risk scoring
84%

Operating stats · L90d

Tasks completed
17,842
Avg latency (ms)
1,890
Auto vs human
71/29
Escalations
5,173
Overrides by humans
4.1%

Audit trail

Every decision · every tool call · every override · exportable to SIEM
[14:42:07] DECISION opp=OPP-2025-0842 action=APPROVAL_MEMO_DRAFT rule=policy.discount.p75 rationale="P75+2.4 within envelope, Code bundle offset, 3yr term premium" confidence=0.94
[14:42:06] TOOL salesforce.opportunity.get id=OPP-2025-0842 → 200 OK
[14:42:06] TOOL revcloud.comps.search filters={product:platform_code, term:36, industry:fs} → 47 results
[14:42:05] TOOL policy.check rule=discount_p75 deal=OPP-2025-0842 → PASS (P75+2.4)
[14:42:04] TOOL claude.messages.create model=claude-opus-4-7 → 1.8s, 2,104 tokens
[14:04:32] ROUTE opp=OPP-2024-9912 to=b.israel@forgd.ai artifact=BAA_v3.1_prefilled.docx sla=24h
[14:04:31] TOOL ironclad.template.get id=BAA-HLS-v3.1 → 200 OK
[14:04:30] TOOL ironclad.fields.prefill matched=4/7 confidence=0.88
[14:04:29] TOOL slack.notify user=b.israel channel=#legal-hls → sent
[13:28:14] FLAG opp=OPP-2024-8803 reason="renewal_risk" signals=[cases_2x, sentiment_-0.34, sponsor_changed] action=DRAFT_SAVE_PLAY
[13:28:13] TOOL gong.calls.sentiment account=brightway_health window=60d → -0.34 (from +0.58)
[13:28:12] TOOL zendesk.cases.query account=brightway_health → 42 tickets (2.1× baseline)
[13:28:11] TOOL salesforce.renewal.get account=brightway_health → 62d to expiry
[13:28:10] DECISION autonomy=assist action=REQUEST_EXEC_SPONSOR_MATCH targets=[bryan.klint→patel@brightway] confidence=0.81
…last 10,247 events truncated. Full log: s3://forgd-audit/deal-desk/2026-04-22.ndjson