---
title: "Next Best Engagement"
section: "Agent store — Sales — Pipeline Management"
canonical_url: "https://leverge.ai/agents/sales/pipeline-management/next-best-engagement"
category: "Sales"
process: "Pipeline Management"
trigger: "Runs on a schedule"
publisher: "Ailoitte Technologies Private Limited"
---

# Next Best Engagement

Tell a rep the single most useful thing to do next on each open deal, from what the record shows — and say plainly where the answer is to wait.

## At a glance

- Business function: Sales
- Process: Pipeline Management
- Runs: runs on a schedule — Every Monday at 08:00
- Run cost: 6 credits
- Uses a knowledge base: no

## What it needs

- **Open deals with recent activity** (file upload)
- **Settings** (form)

## How it works

1. Reading the deals
2. Working out the next action per deal
3. Writing the week's brief

## What it returns

- **Next action per deal** (table of results)
- **This week** (markdown doc)
- **Leave these alone** (flagged exceptions)

---

Source: https://leverge.ai/agents/sales/pipeline-management/next-best-engagement — Leverge
