AI agent use case
Keep every opportunity in one governed pipeline with the next step visible
A pipeline role maintains the opportunity record end to end: capturing new items, keeping stage data current, checking required material is attached and surfacing what needs attention this week.
What this fixes
The operating problem
- Pipeline lives across spreadsheets and individual inboxes.
- Stage data is updated before a meeting rather than as work happens.
- Nobody can say reliably what needs attention this week.
Capabilities
What the role does
Capabilities are configured per engagement. What this role is permitted to do in your operation is documented during architecture and approved before deployment.
Opportunity capture
Record new opportunities with the fields your process requires and link them to the right entity.
Stage hygiene
Check each item has the material its stage requires and flag what is missing.
Next-step surfacing
Produce the list of items needing attention against your defined rules.
Pipeline reporting
Prepare consistent pipeline views from the single governed record.
Inputs and outputs
What it works from, what it produces
Works from
- Your opportunity and entity records
- Stage definitions and required material
- Attention and ageing rules
Produces
- A current pipeline record
- A stage-gap list
- A prepared pipeline view
Human checkpoints
Where a person stays in control
- 01
Stage definitions are approved before the role enforces them.
- 02
Commercial decisions and outreach stay with your team.
- 03
Changes to records are attributed and reviewable.
Questions
Common questions
Is this a CRM replacement?
AEGIS OS™ orchestrates around the systems you keep. Whether the pipeline record lives in AEGIS or in an existing system is decided during architecture.
Does it contact prospects?
Not on its own. Outreach follows the drafting and review rules your team sets.
Client portal
See pipeline and deal flow in your own Command Center
Sign in to the client portal to open the model built from your assessment — the roles configured for you, the modules and integrations they touch, and the stage your engagement is in.
No assessment yet? Start the Architecture Assessment. Already have a results link? Open your Command Center.
Next step
Define how pipeline and deal flow should work in your operation
The Architecture Assessment maps your operating model and data reality, then documents the roles, scope and checkpoints for your build.