Turning an executive's AI sales-agent prototype into four built, documented agents

The problem

The play

1. 1
   Agents scoped to moments, not to 'AI'

   Defined four agents against distinct points in the sales motion, outbound messaging, discovery, qualification and development, and proof/validation, so each agent had one job with a testable output, rather than shipping a general-purpose assistant nobody would adopt.

2. 2
   Built on the stack they already ran

   Built all four agents in the company's existing low-code automation environment rather than introducing a new vendor, keeping the agents inside tooling the in-house admin already had licences for and could maintain. The platform choice was made on who would own it afterwards, not on which agent framework was best.

3. 3
   Sandbox proving before production exposure

   Proved the discovery agent in a sandbox against the lead and opportunity path before exposing agent behaviour to reps in production.

4. 4
   A handoff package built for a fixed-term exit

   Shipped a closeout architecture guide and a 30-minute recorded walkthrough so the in-house team could own, debug and extend the agents once the fixed-term engagement ended, the deliverable being the ability to maintain them, not just the agents themselves.

What it moved

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