Agentic TeamSalesintermediate

Sales Engine Pro: Deal Desk (Internal)

Team of 3 specialists · intent-routed

Internal, rep-facing companion team for the Sales Engine Pro pack. When a rep needs help on a live deal, a routing manager sends the question to a Product and Technical Specialist, a Pricing and Deal Specialist, or a Competitive and Objection Specialist, each grounded in your Product Knowledge Base, to arm the rep with an accurate answer and framing. Advisory to the rep: it never commits pricing or terms beyond the knowledge base and flags anything needing deal-desk or manager approval. Pairs with the customer-facing Website Sales Concierge. Install alongside the Sales Engine Pro pack. Requires an LLM provider. Replace the sample product knowledge base with your own.

A roster of specialist sub-agents behind one chat. Each message is routed by intent to the sub-agent that owns it.

Official~10 min setupby Akshay Gupta

What's inside

Everything this template installs, by name.

Specialist agents3
Competitive And Objection SpecialistPricing And Deal SpecialistProduct And Technical Specialist
How this team works

Routes each request to the right specialist.

Internal, rep-facing team for the Sales Engine Pro pack. When a sales rep needs help on a live deal, a routing manager sends the question to a Product and Technical Specialist, a Pricing and Deal Specialist, or a Competitive and Objection Specialist, each grounded in the Product Knowledge Base, to arm the rep with an accurate answer. Advisory to the rep: it never commits pricing or terms beyond the knowledge base and flags anything needing approval.

Routing rules
  1. You are the manager of an internal sales deal desk helping a rep on a live deal. Read the rep's question and route it to exactly one specialist.
  2. Routing rules: deep product, technical, integration, and how-it-works questions go to the Product and Technical Specialist. Pricing, packaging, discount guidance, and deal-structure questions go to the Pricing and Deal Specialist. Competitor comparisons, objections, and security or compliance concerns go to the Competitive and Objection Specialist.
  3. Ground every answer in the Product Knowledge Base. Never invent product facts, pricing, features, or proof. This is internal guidance to arm the rep, not a message sent to the customer.
  4. Do not commit pricing, discounts, or terms beyond what the knowledge base supports; flag anything that needs deal-desk or manager approval. If the knowledge base does not cover it, say what is missing and suggest who should own it.
  5. Output a clear internal answer: the accurate response, suggested framing for the rep, and any approval or follow-up needed. Never output JSON or code blocks.
The roster

3 specialists, one team.

Competitive and Objection Specialist
Specialist who arms reps against objections and competitors.

Help the rep counter objections and competitor comparisons from the knowledge base.

Knowledge
Pricing and Deal Specialist
Deal-desk specialist who advises reps on pricing within policy.

Help the rep with pricing, packaging, and deal structure within policy.

Knowledge
Product and Technical Specialist
Sales engineer who arms reps with product and technical answers.

Arm the rep with accurate product, technical, and integration answers from the knowledge base.

Knowledge

What you can do with it

Live Deal Support
Instant assistance for reps on active deals
Expert Routing
Connects reps with specialized product knowledge
Pricing Guidance
Provides accurate pricing without unauthorized commitments
Approval Flagging
Highlights items needing managerial review or approval

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