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§ Agent · Chorus.ai

The Chorus.ai data agent that acts the way you would.

It keeps an eye on your Chorus.ai conversation data alongside your CRM pipeline and revenue, on a schedule you set or whenever fresh data lands. When rep activity or deal coverage needs attention, it tells you, or handles it the way you'd want.

D
DefiniteAPP9:14 AM · #pipeline-alerts
⚠️ 5 late-stage deals have zero calls logged this month, $220K at risk

These Deals had an average of 3.4 Engagements per month before going quiet. All 5 have close dates inside 3 weeks, and none have had a call or meeting tracked in Chorus since the 1st. Well outside your ~6-day touch cadence on commit-stage deals.

Review & approve Dismiss
Chorus.ai Engagements + Deals + Persons · reconciled to CRM pipeline · audit log

How an agent works

An agent watches one thing and acts on it. Not a workflow, just a standing watch that usually does nothing and acts the moment it should.

◄ repeats on the schedule you set ►

You stay in control

An agent does what you'd do, and only what you've authorized.

The same trusted numbers

It acts on the same governed metrics as your dashboards, and every action is logged and traceable.

You approve anything that writes

It alerts and recommends on its own; anything that changes data is yours to approve.

Try it on a test channel first

Point a new agent at a throwaway channel and watch its judgment before it touches anything real.

No false alarms

It remembers what it already flagged and waits before acting again, so it won't alert you about the same thing twice.

What you can put an agent on

CoverageACROSS YOUR SOURCES

See which deals have the activity to back up the forecast

It joins your Chorus.ai engagement and email data to the pipeline and revenue those conversations are supposed to move, and flags the deals where activity has gone quiet or where key stakeholders have dropped off the thread. You see which forecast lines actually tie out to real conversations, not just a stage label in the CRM.

EngagementEmailDealAccount
Coaching

Catch coaching gaps before they show up in the pipeline

When scorecard coverage drops or a rep's scores trend down across their last several reviews, it tells you which reps need attention and what patterns the scorecards show. You hear about it while there is still time to coach, not after the quarter closes short.

Coaching ScorecardPersonEngagement
Signals

Surface the conversation signals that predict deal outcomes

It watches your engagements for tracker matches, participant patterns, and meeting cadence shifts across accounts, and flags the moments that historically precede a stall or a close. Nothing hides inside a call recording that somebody meant to review but never did.

EngagementPersonDeal
Custom

Run any Python it needs to get the job done

Beyond alerts and write-backs, an agent can run arbitrary Python, so it can do whatever the task actually requires: call an API, kick off a job, reshape the data, or wire into your own tooling. The action space is yours to define.

Why not just build it yourself?

You could rig one of these with a cron job and a Slack webhook in an afternoon. The watching is the easy part. Here's what you'd own forever, and don't, here:

  • The cross-source join: not one tool's data, but it reconciled against the rest of your stack
  • A trusted, consistent metric: the same number your dashboards use
  • The investigation into why, when something fires
  • A full audit trail of everything it did
  • The upkeep, when the schema drifts or the script breaks at 2am

The data it works from

Every Chorus.ai object, modeled and query-ready the moment you connect.

Engagement
salessupport
Email
customersales
Coaching Scorecard
marketing
Person
customersales
Deal
salessupport
Account
customersales

It runs on your real Chorus.ai workspace (partial recordings, reps who forget to join, scorecards that trail off mid-quarter and all), not a tidy demo.

Where it acts

Slack

A message in the channel you choose, with the context and a button to act on it.

Email

A summary in the inbox of the people who need to see it.

Webhook

A payload to your own systems, to wire the agent into whatever you already run.

Warehouse write-back

A flag written back to your warehouse for everything downstream to pick up.

Hand off to Fi

Kick the question to Fi to investigate the why and propose the fix.

MCP

Expose it to your own agents and tools over MCP, and drive it from your stack.

Run it in your own VPC or fully self-hosted. Everything it does is pure SQL and Python you can inspect.

Build your agents with Fi

Fi is your AI analyst. It helps you build and customize everything in Definite, including the agents that watch and act.

Fi

Your AI analyst. Ask questions in plain English, and let it help you build and customize everything in Definite, including your agents.

Meet Fi →

Agents

The watchers and actors. Once you've built one, it runs on its own, keeping an eye on what matters and acting the way you would.

Autonomous agents →

Get started

  1. 1Connect Chorus.ai, and the sources it needs to reconcile against. Synced and modeled in an afternoon.
  2. 2See the numbers tie out to what you already trust.
  3. 3Put an agent on one thing you can't afford to miss. Fi helps you build it.
§ FAQ

Common questions

You set the schedule, and it also re-checks whenever fresh Chorus.ai data lands. Each agent watches the one thing you point it at, nothing else.
It alerts and recommends on its own. Anything that writes, whether to a tool, your warehouse, or a customer, is yours to approve. You can also point a new agent at a test channel first and watch its judgment before it touches anything real.
When something fires, it can hand off to Fi to investigate, drilling into the data it has across your connected sources to find what's behind the move, and showing its work.
Those surface insights inside Chorus, when you look. This watches continuously, reasons across your conversation data plus the pipeline and revenue it is supposed to move, and hands off to Fi to investigate why a deal went quiet, so you catch the gap before the close date, not after.

Your answer engine
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Book a 30-minute call and watch us build your first dashboard live, with your own data.