A coach in every producer's day

A producer with twenty or more open deals usually guesses which ones need attention today. This demo shows Producer Coach, an Agentforce agent, putting a short list of next steps on the producer's Home page each morning, each with its reason, then one suggestion applied with a click and a follow-up email draft ready to review.

Overview

This workflow is for agency producers carrying many open deals and renewals. Which of them need a call today, and why, is usually a guess, or it waits for the weekly pipeline meeting.

What you'll see

On the producer's Home page in Salesforce, the My Day area shows a coaching list. Each action names who to contact, about which deal, and why. The producer opens one. No contact on a commercial deal holds a decision-maker title, but the client's CFO does, so the coach suggests adding the CFO as the decision maker. Applying it takes one click: the screen first asks whether to add a decision maker to the deal, and nothing changes until the producer clicks Apply. The video then shows the result in Salesforce: the suggestion is closed, and the deal's contact roles list the CFO as decision maker. Back on Home, the next action is a follow-up email to another client asking for a decision. It arrives already written, as a draft the producer reviews and sends.

How it works in Salesforce

Producer Coach runs on a configured schedule; in this demo, early each morning before the working day starts. As built, it scores each open deal and renewal using signals such as days since the last activity, the next step, how long the deal has sat in its stage compared with the team, which contacts are engaged and renewal milestones, and gives each producer a few actions for the day. In this video it reads deal and contact data, recommends actions with a written reason, and drafts email text. It updates a record only when the producer applies a suggestion: here, a contact role on the deal. The coaching list sits on PS Advisory configured Home and My Day components; contact roles and tasks are standard Salesforce.

Where people stay in control

Every suggestion is a recommendation. Applying one asks for confirmation first, and nothing changes until the producer clicks Apply. Email drafts are never sent by the agent; the producer reviews and sends them. By design, a deal's stage never moves silently.

Configured for your organization

PS Advisory provides Producer Coach as a foundational agent in its Agentforce for Insurance accelerator, so you do not start from scratch. It is configured for your Salesforce org, including your sales stages, the deal signals your agency uses to judge pipeline health, and when the morning run happens.

Live Salesforce screens. Client data is simulated; the coaching is written each morning.