The work between meetings, done.
Your AEs were hired to close. While they sell, Nooks sends the follow-ups, reaches the missing stakeholders, and keeps the CRM current. Reps approve each move, or let it run.
Revenue teams running on Nooks
How it works with your team
The Deal Agent works the pipeline. Your reps close.
Which deals are at risk?
The Deal Agent does the work to help surface critical deal info ahead of deal and pipeline reviews. The agent flags the deal and drafts the email that fixes it.
Was the follow-up sent?
Promises made on a call get caught and drafted in the rep's style. Decide to send proactively or choose to send only after approval.
What's our next move?
Whatever worked on deals like this one. The agent drafts it, and the rep sends it or lets it go out on its own.
Featured skills
Built to keep every deal moving.
Ready on day one
Every stage of the deal covered.
Qualification autofill
Fills in budget, buyer, timeline, and compelling event before the rep closes the tab.
Pre-call account prep
Pulls who's attending and what was promised last time, and recommends how to open the call.
Daily deal brief
Every deal on today’s calendar, in Nooks or Slack before the first call.
Close plan from the calls
Tracks the steps, owners, and dates the buyer agreed to and flags any that slip.
Post-call follow-up
Drafts the recap and next steps while the call is fresh, with any promised docs attached, ready to approve.
Business case
Builds a business case from the buyer's problem, the cost of waiting, and relevant customer proof points.
Champion deal hub
Turns months of calls into one page your champion can share with decision makers.
Multithreading
Identifies the stakeholders a deal is missing and drafts the outreach to bring them in.
Stalled deal restart
Spots a deal losing momentum and drafts the message to restart it.
Objection tracking
Every objection, who raised it, and whether it’s still open.
Intro Call Coach
Grades every intro call against your playbook and names the top behavior to coach.
Build your own skill
Turns any job you describe into a skill. Run it for one rep or the whole team, on demand or on a schedule.
Give every rep 10 hours a week back. Start with the skills your team needs most.
Built on the Nooks platform
Why does it get better with every deal?
Execution
Built-in execution infrastructure lets agents do the deal work themselves. Nooks also keeps email domains and phone numbers in good standing, so emails land in the inbox and calls connect.
Context
Nooks tracks who's involved, what's been said, and where the deal stands on each account, and updates the account record whenever something changes.
Learning Loop
Before a recommendation reaches your pipeline, Nooks tests it against historical deals and scores it on real outcomes. Every new deal outcome adds to that history, so recommendations improve over time.
Frequently asked about the Deal Agent.
Got questions? Here’s what sales leaders usually ask first.
What is the Deal Agent?
The Deal Agent is Nooks' agent for the work that happens between meetings on an open deal. It sends the follow-ups buyers were promised and keeps the CRM current, and on single-threaded deals it finds the contacts who are missing and drafts the outreach to bring them in.
It works through skills, each one a single job such as a daily deal brief, a post-call follow-up or a business case, and it carries the account's context from one skill to the next.
Will the Deal Agent send emails or update the CRM without my approval?
You decide whether the Deal Agent acts on its own. Reps can approve each email or CRM update before it goes out, or let the agent run.
Will the follow-up sound like my reps?
The Deal Agent writes follow-ups in each rep's voice. Each draft is checked against 500+ examples of bad AI sales writing. When a rep edits a draft, the agent writes a skill from the edit, and once the rep approves that skill, future drafts follow it.
Why not connect ChatGPT or Claude to our CRM?
A general model connected to your CRM can answer questions about your deals. The Deal Agent also acts on what it finds. It sends the follow-up and updates the CRM through execution infrastructure Nooks already runs, including email domains and phone numbers kept in good standing so emails land in the inbox and calls connect.
It works from one shared memory of every account, and it checks each suggested move against how similar deals played out.
How is the Deal Agent different from an AI meeting assistant?
Nooks records and summarizes the call, and the Deal Agent picks up the deal from there. It preps a brief for each meeting on the rep's calendar, drafts the recap and next steps while the call is fresh, and sends the follow-up and updates the CRM, after rep approval if you require it.
Does the Deal Agent work with our CRM and call recordings?
Yes. It works with Salesforce and HubSpot, plus your calendar, Slack and Notion. Anything else connects over MCP. For call content, it uses recordings from Gong or from Nooks, so you don't need to record calls in Nooks.
Deal Management
Hit your number with the team you have.
The Deal Agent gives every rep about 10 hours a week back for selling. See what your team will do with the extra time.