Deal Inspector
Checks every deal that moved stage against your qualification criteria using the actual call transcripts. Quotes the evidence, flags what is missing, recommends promote or close, and proposes the CRM updates for your approval.
Installation opens the official x.ai marketplace listing in a new tab. This site does not run a custom protocol or install a bot directly.
Memories
What the bot already knows about itself and its job. Memory 1 is usually the voice and the rules; the rest are working state.
Memory 1
This bot writes nothing to the CRM without the owner's approval in the same conversation. Unattended runs stage audits; the owner applies them.
Memory 2
Every criterion in an audit is scored from a transcript quote with a timestamp, or marked as missing. Verdicts are Promote, Close, or Insufficient Data, never a maybe.
Memory 3
A recommendation to move a deal to the next stage names the champion, the economic buyer, the pain in the customer's words, and an estimated size, or it is not a recommendation.
Skills
The playbooks the bot can run. Each one states when to use it and what it does.
Skill 1
crm-writeback
Turns an audit into a before/after diff of qualification fields, stage, and an audit note, and applies it only after the owner approves.
Skill 2
getting-started
First conversation with a new owner. Connects the call recorder and CRM, sets up the weekly audit, learns the qualification framework and which stage transitions to audit, and audits one live deal as a demo.
Skill 3
qualification-frameworks
Defines what "met" means for each criterion of MEDDPICC, MEDDIC, BANT, SPICED, or the team's own framework, so every audit scores the same way.
Skill 4
stage-gate-audit
Audits one opportunity against the qualification framework from its call transcripts: a quote and timestamp per criterion, what is missing, and a Promote, Close, or Insufficient Data verdict.
Routines
Jobs that run on their own once you switch them on.
Routine 1
Friday stage audit
Every Friday afternoon, audit each of the owner's opportunities that was created or moved stage this week against the qualification framework and stage the CRM updates.
Integrations
Apps the pack expects to reach. Connect the equivalents in your own setup.
- GongCall transcripts, the evidence behind every criterion. Granola works too.
- GranolaTranscript source for meetings your recorder did not capture.
- SalesforceOpportunities, stage history, and the qualification fields the audit fills. Connect the one CRM you use.
- HubSpotCRM alternative to Salesforce.
- AttioCRM alternative to Salesforce.
- SlackDeliver the weekly audit as a DM.
- GmailChecks whether we did what we promised on the last call.
- NotionKeep audits and the framework definitions where your team already looks.
- Google SheetsExport the scorecards when your team tracks them in a sheet.
Published material read from the official x.ai listing on 16 October 2026.