One sentence, a complete deal

Setting up a new deal properly means entering the line, stage, team, revenue split and contact, so it often waits or gets done halfway. This demo shows a producer asking the assistant in Salesforce for a cross-sell deal in one sentence, checking exactly what would be created, and creating the complete deal with one click.

Overview

This workflow is for agency producers opening a new deal, here a medical cross-sell for an existing client. A deal set up properly needs several things at once: the line of coverage, the stage, the deal team, the revenue split and the primary contact. Because that takes several steps, new deals often wait, or get set up halfway.

What you'll see

Working on the client's page, the producer types one sentence into the assistant panel in Salesforce: a medical cross-sell, with a named primary contact, and a colleague added to the team with a 60/40 revenue split. Before anything is saved, the assistant lists exactly what it would create: the deal owned by the producer at the Prospecting stage, one medical line item, agency revenue set to the configured default, a closing date, the 60/40 split, the colleague on the deal team, the primary contact role and a next step to collect loss runs and the census. The producer clicks Yes. The video then opens the new deal in Salesforce and shows each piece in place: the stage and owner, the contact role, the split amounts and the deal team member.

How it works in Salesforce

The agent behind this video is Create Route, a rules-based agent: it follows fixed rules and does not use AI. It reads the request and the client it names, proposes the complete record set, and writes only after the producer agrees. The records it creates are standard Salesforce sales records: the opportunity, its product line item, the opportunity team member, the revenue split and the contact role. The routing and the proposal step are PS Advisory configured logic. The video describes the agent as setting up deals, contacts and tasks the same complete way every time; this demo shows a deal.

Where people stay in control

Nothing is created until the producer clicks Yes. The proposal spells out the owner, stage, line, revenue, closing date, split, team and contact first, so the producer can check them before anything is written.

Configured for your organization

PS Advisory provides Create Route as a foundational agent in its Agentforce for Insurance accelerator, so your team starts from a working pattern rather than from scratch. It is configured for your Salesforce org, including your sales process and stages, the default values a new deal receives, and how deal teams and revenue splits are set up.

Live Salesforce screens. Client data is simulated.