Sales / Sales Enablement Live
Sales Collateral Recommender
Describe the prospect and the conversation ahead, and get the right assets from your own collateral library — plus an honest list of what you do not have.
- Run on demand
- ~5 credits per run
- Uses a knowledge base
- v1.0.0
What does Sales Collateral Recommender do?
Sales Collateral Recommender is a production AI agent in the sales section of the Leverge agent store, built for the sales enablement process. Describe the prospect and the conversation ahead, and get the right assets from your own collateral library — plus an honest list of what you do not have. It runs on demand, works through 3 steps and returns 4 outputs, including how to use these.
What it needs
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The prospect and the conversation
Who they are, what stage, who is in the room, and what they are worried about.
What it does
- Searching the collateral library
- Matching assets to the conversation
- Writing the usage note
What you get back
- How to use these
- Recommended assets
- What the library does not have
- Library sections searched
After each run it asks: “Are these the assets you would take in?”
When it runs
Run on demand
Oversight
Runs under scoped, least-privilege credentials with every action written to an audit log. Anything that moves money, alters a contract or reaches a customer requires human approval before it executes.
Sales Enablement
Other agents in sales enablement
Pipeline, proposals, renewals and the CRM hygiene underneath them
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Regulatory Claim Check
Check customer-facing material against what you are actually permitted to say in a regulated sector — certifications, regulatory language, and claims that need a caveat.
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Acceptance Test Generation
Turn agreed requirements into acceptance tests the customer would sign off — each traceable to a requirement, prioritised, with the untestable ones named.
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Account Plan Review
Check an account plan against what a plan is supposed to contain — whether its actions have owners, whether its targets are grounded, and whether it says anything the data does not support.
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Account Risk Monitor
Name an account and get external signals searched for anything that changes your plan — funding, restructures, leadership moves, regulatory news — with what is corroborated separated from what is rumour.
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Activity Quality Guardrail
Check a CRM activity note before it saves — whether it records what actually happened, whether the next step is real, and whether anything in it should not be written down.
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Agreement Archive Check
Check that every executed agreement is archived, that the archived copy is the executed one, and that nothing is superseded without its replacement on file.
Next Step
Deploy Sales Collateral Recommender, or adapt it
It runs as-is against the inputs above. Most deployments diverge — a different source system, a different tolerance, a different approval path. A 30-minute technical call establishes which.