Solutions
Deal Management

Give every deal the best chance to close.

Your AEs were hired to close. While they sell, Nooks deal agents handle the prep, send the follow-ups, reach the missing stakeholders and keep the CRM current.

Revenue teams running on Nooks

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How it works with your team

Deal agents work your pipeline. You stop chasing updates.

Which deals are at risk?

Deal Agents do 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. Every win and loss makes the next move sharper.

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Deal Agent Suite

Agents that handle the follow-through.

Multithreading agent

Deal Risk

Finds who a single-threaded deal is missing, starting with people the buyer named. Drafts outreach in the buyer's order, with contact details for anyone not in the CRM.

Discovery gap agent

For Managers

Deal Risk

Tracks which discovery questions have been answered while the call is live, then prompts the rep with the ones still open before it ends.

Business value agent

Mid Funnel

Scores the intro call on whether it succeeded in moving the deal forward. It flags what's still open and gives the rep the line to close it on the next call.

Meeting Prep Agent

Mid Funnel

Preps a brief for every meeting on the rep's calendar: why the account matters now, the buyer's tools today, and questions or competitors to expect. Shows its reasoning and drafts the agenda email, ready to send.

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Meet node

Reps used to prompt AI. Now Node prompts reps.

Node is the AI personal assistant for sales, and the first proactive agent on Nooks. It runs in the background on every deal, draws on the full platform, and texts the rep when there's a move to make. Share your quota and it works the quarter with you.

MEET NODE
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Deal management agent skills

From first call to signature, covered.

On the call
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Get Answered
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What to say
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Pro
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Who to reach
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For Managers
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Deal Risk
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Early Funnel
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Mid Funnel
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Early Funnel

Qualification autofill

Fills in budget, buyer, timeline, and compelling event before the rep closes the tab.

Early Funnel

Pre-call account prep

Pulls who's attending and what was promised last time, and recommends how to open the call.

Mid Funnel

Daily deal brief

Every deal on today’s calendar, in Nooks or Slack before the first call.

Mid Funnel

Close plan from the calls

Tracks the steps, owners, and dates the buyer agreed to and flags any that slip.

Mid Funnel

Post-call follow-up

Drafts the recap and next steps while the call is fresh, with any promised docs attached, ready to approve.

Mid Funnel

Business case

Builds a business case from the buyer's problem, the cost of waiting, and relevant customer proof points.

Mid Funnel

Champion deal hub

Turns months of calls into one page your champion can share with decision makers.

Deal Risk

Loop in leadership

Identifies the stakeholders a deal is missing and drafts the outreach to bring them in.

Deal Risk

Stalled deal restart

Spots a deal losing momentum and drafts the message to restart it.

Deal Risk

Objection tracking

Every objection, who raised it, and whether it’s still open.

For Managers

Intro call coach

Grades every intro call against your playbook and names the top behavior to coach.

Build custom agents and skills

Turns any job you describe into a skill. Run it for one rep or the whole team, on demand or on a schedule.

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Built on the Nooks platform

Deal management capabilities

Deal Agent Suite

Conversation Intelligence

Every call recorded, transcribed and scored.

Scorecards & coaching
AI keyword trackers

Deal Intelligence

One place to see and move every deal.

Deal health
Risks & alerts
Deal hub

Cowork

An AI partner on every live call.

AI notetaker
Live coaching
Technical copilot

Forecasting

AI-driven forecasts.

Foundation
Deal Agent Infrastructure
AI Chat
Deal Agent Library
Custom Agent Studio
Node
Works With
  • Frequently asked about the Deal Agent.

    Got questions? Here’s what sales leaders usually ask first.

    What are deal agents?

    Deal agents are Nooks’ agents for the work that happens between meetings on an open deal. They send the follow-ups buyers were promised and keep the CRM current, and on single-threaded deals they find the contacts who are missing and draft the outreach to bring them in.

    They work through skills, each one a single job such as a daily deal brief, a post-call follow-up or a business case, and they carry the account’s context from one skill to the next.

    Will deal agents send emails or update the CRM without my approval?

    You decide whether deal agents act on their own. Reps can approve each email or CRM update before it goes out, or let the agents 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 are deal agents different from an AI meeting assistant?

    Nooks records and summarizes the call, and deal agents pick up the deal from there. They prep a brief for each meeting on the rep’s calendar, draft the recap and next steps while the call is fresh, and send the follow-up and update 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.

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    Deal Management

    Hit your best-case number with the team you have.

    Deal agents check every move against how similar deals played out. Every win and loss makes them sharper. Your reps catch risk early and run every deal like your best rep would.

    Consent Preferences