Case 25
The DealDesk Pilot
Open the file, inspect the artifacts, and decide what the evidence can support before the replay appears.
Case intake
The DealDesk Pilot
A software company piloted DealDesk Copilot, an internal assistant that answers sales-policy questions, searches CRM notes, drafts renewal emails, opens support tickets, and updates discount-request records. The pilot scorecard shows 91 percent task success on routine workflows. Revenue operations wants to expand the tool-enabled pilot to all account managers before the renewal rush.
You are reviewing launch readiness. Decide whether the pilot evidence supports broader deployment, what risks are missing from the evaluation, and what controls should exist before tool-enabled rollout.
View transcript
The account managers love it. If the clean-task score is above ninety, I want the tool-enabled pilot opened up before renewal season starts.
Evidence board
Work the scene
Inspect artifacts in any order. Sort what each one does, cite the few you would rely on, then assemble a final judgment with confidence.