---
template: "marketing.peb"
title: "Deal Desk Copilot"
displayName: "Deal Desk Copilot"
description: "Guide pricing, packaging, and approval strategy for complex deals without slowing down the sales cycle."
category: "agents"
contentType: "details"
audience: "end-user"
tags: "agents,gallery,sales"
section: "agents"
seoTitle: "Deal Desk Copilot"
seoDescription: "Guide pricing, packaging, and approval strategy for complex deals without slowing down the sales cycle."
---

## Deal Desk Copilot

Accelerate deal review with AI guidance on pricing, packaging, approvals, and next-best actions for complex opportunities.

## Why teams use this agent

- Surface upsell and cross-sell options based on the current deal shape.
- Flag pricing, discounting, and approval risks before they stall the cycle.
- Standardize deal desk guidance across reps, managers, and revenue operations.

## What it produces

- Deal strategy summaries for in-flight opportunities.
- Packaging and pricing recommendations tied to account context.
- Approval-readiness guidance with likely exception areas.
- Suggested next actions to move the opportunity forward.

## Inputs and prerequisites

- Opportunity data with stage, products, amount, and forecast coverage.
- Pricing and discount policies defined well enough to guide recommendations.
- Optional related account, contract, quote, and product usage context.
- Access to the Salesforce records used during review.

## Setup and configuration

1. Install and assign access to sellers, managers, or deal desk reviewers.
2. Define the primary objects and fields used for deal analysis:
   - Opportunity stage, amount, term, products, and discount fields.
   - Related Account, Quote, or Contract fields that affect pricing strategy.
3. Configure guidance rules for:
   - Discount thresholds and escalation points.
   - Cross-sell and upsell product families.
   - Approval conditions for non-standard terms.
4. Validate the recommendations on recent closed-won and stalled deals.
5. Refine prompts and rules with sales operations or revenue leadership feedback.

## Recommended operating model

- Use it during pipeline review and before formal pricing approvals.
- Compare recommendations against actual close outcomes to improve guidance quality.
- Revisit policy thresholds whenever packaging or pricing changes.
- Keep the guidance focused on assistive recommendations, not autonomous approvals.

## Governance and controls

- Restrict visibility for sensitive pricing or margin fields where needed.
- Log generated recommendations for auditability and coaching.
- Review prompt and policy changes with revenue operations owners before rollout.

## Success metrics

- Faster turnaround for deal review and pricing guidance.
- Higher attach rates for recommended upsell and cross-sell motions.
- Fewer approval delays caused by missing or non-standard terms.
- Improved win rate on complex opportunities.

## Next steps

- Pair with [Account Intelligence](/agents/account-intelligence.html) to improve account context before pricing review.
- Use [Checklist Builder](/agents/checklist-builder.html) to convert approved deal strategy into execution steps.