Overview

The Sales Plugin is a Stratafy-native Cowork extension that provides AI agents with sales pipeline management, lead scoring, deal tracking, and prospect research capabilities within the governed workspace. Sales teams can leverage AI assistance for qualifying leads, preparing for deals, tracking pipeline health, and generating sales intelligence — all under centralized governance controls.

Within the Stratafy workspace, the Sales Plugin connects sales activities to organizational strategy. AI agents can score leads based on strategic fit with target market segments defined in the workspace, prioritize deals that advance strategic objectives, and ensure that sales messaging aligns with organizational positioning. This strategic alignment transforms sales from a volume-driven activity into a strategy-driven function.

Governed AI in sales is critical because sales activities involve direct customer interaction, competitive intelligence, and revenue commitments. An ungoverned AI agent with access to sales data could expose pricing strategies to unauthorized users, send inappropriate communications to prospects, or make revenue commitments that the organization cannot fulfill. The Sales Plugin ensures that AI-assisted sales workflows maintain the customer relationship quality, competitive confidentiality, and commitment authority that professional sales operations require.

Key Features

Lead Scoring and Qualification

AI agents score and qualify leads based on configurable criteria including strategic fit, engagement level, buying signals, and account characteristics — scoring models are transparent and adjustable

Pipeline Management and Forecasting

Track deal progression through sales stages, analyze pipeline health, and generate revenue forecasts, surfacing risks including stalled deals, concentration risk, and forecast gaps

Prospect Research and Preparation

Research prospects using workspace intelligence and connected data sources, generating meeting preparation briefs with account history, strategic context, and recommended talking points

Sales Activity Tracking

Log and analyze sales activities including calls, emails, meetings, and proposals, tracking engagement patterns and surfacing insights about activities driving pipeline progression

Deal Strategy and Coaching

Provide deal-specific strategy recommendations based on account characteristics, competitive dynamics, and best practices, surfacing relevant case studies from the workspace knowledge base

Revenue Analytics and Reporting

Generate sales performance reports covering pipeline metrics, conversion rates, revenue attribution, and team performance, connecting outcomes to strategic initiative targets

Use Cases

Workspace Use Cases

Strategy-Aligned Lead Prioritization

An AI agent scores incoming leads against strategic target market criteria defined in the workspace, identifying which prospects represent the highest strategic value. Sales reps receive prioritized lead lists that reflect not just revenue potential but strategic fit with organizational objectives.

Deal Preparation Briefing

Before a key meeting, an agent compiles a comprehensive deal briefing — account history, stakeholder map, competitive landscape, relevant case studies, and recommended positioning based on the prospect strategic challenges. The briefing is informed by workspace strategy data, ensuring sales messaging aligns with organizational positioning.

Pipeline Health Review

A sales leader asks an agent to analyze pipeline health across the team. The agent generates a report covering pipeline coverage ratio, stage conversion rates, deal velocity trends, concentration risks, and forecast accuracy — with actionable recommendations for pipeline improvement.

Win/Loss Analysis

After deals close (won or lost), an agent analyzes the factors that contributed to the outcome — competitive dynamics, pricing, timing, stakeholder engagement, and product fit. Insights are aggregated over time to identify patterns that inform sales strategy and product development priorities.

Integrations

Requires

Salesforce MCP

CRM queries

Optional

HubSpot MCP

CRM queries

Optional

Gmail/Teams MCP

Email drafting

Required

Considerations

Before You Adopt

Sales data includes customer contact information, communication history, and pricing discussions — AI agent access must comply with data protection regulations and organizational confidentiality policies
Sales involves direct customer-facing communications — AI agents should not send emails, messages, or proposals to customers without explicit human authorization through enforced approval workflows
AI agents should not communicate pricing, discounts, or contractual commitments — pricing authority must remain with authorized human decision-makers
Sales intelligence including win/loss analysis, competitive positioning, and pricing strategies is highly confidential — governance must prevent exposure to unauthorized users or external parties
AI-generated revenue forecasts influence business planning and resource allocation — governance should require clear labeling and mandate human review before use in financial planning or external reporting

Stratafy Fit

Integration Potential

5/5

The Sales Plugin demonstrates the critical importance of governance for customer-facing AI workflows. Sales operations involve direct customer interactions, competitive intelligence, and revenue commitments — all areas where ungoverned AI actions can cause significant organizational harm. As a native Cowork plugin, the Sales Plugin ensures that AI-assisted sales activities respect customer data privacy, enforce approval workflows for external communications, prevent unauthorized pricing commitments, and maintain competitive intelligence confidentiality. By connecting sales activities to workspace strategic context, the plugin transforms sales AI from a generic productivity tool into a governed, strategy-aligned sales intelligence platform.