Beyond Insight Generation: How Agentic AI Orchestrates Your Entire Revenue Engine

Sales teams are no longer limited by the hours in their day. With Aviso’s Agentic AI, your reps, managers, and revenue leaders can spin up intelligent AI agents on demand—delegating complex, multi-step sales and forecasting tasks that normally take days or weeks.

Aviso’s Agentic AI Framework empowers these agents to interpret goals, navigate uncertainty, integrate with your CRM, and deliver results at speed—whether that’s a detailed deal risk analysis, a prospecting map, or an updated quarterly forecast.

In a world where data flows faster than decisions, the real challenge is orchestration — connecting the right signals to the right actions at the right time.

Aviso’s Agentic AI changes the game. It’s not another generic assistant. It’s a fully autonomous, goal-driven orchestration layer designed for the complex, fast-shifting world of GTM. It doesn’t replace your teams, it multiplies them, transforming siloed workflows into one unified, intelligent motion.

With Aviso’s Agentic AI, execution becomes on-demand and programmatic. Forecasts stop being guesses. Risks surface before they become losses. Every GTM function—from sales to finance—runs as part of a single, connected revenue engine.

The Revenue Bottleneck Has Shifted

For decades, revenue teams built processes around the limits of execution. CRMs, call platforms, forecasting tools, and collaboration apps all tried to keep people aligned, but the work of connecting it all—spotting risks, synthesizing insights, acting in time—still fell to humans moving slower than the data.

Now execution is abundant. The bottleneck is supervision and orchestration.
When every rep, manager, and operations leader can deploy powerful AI agents, the winning companies will be the ones that can direct and govern this new capacity with precision.

What Sets Aviso’s Agentic AI Apart?

Unlike generic AI assistants that chase broad productivity gains, Aviso’s Agentic AI is purpose-built for go-to-market (GTM) excellence. It blends deep sales and revenue operations expertise with advanced technology to deliver precision, speed, and trust at scale.

At its core is a hybrid AI architecture—pairing cutting-edge large language models (LLMs) with proprietary Large Quantitative Models (LQMs) for structured reasoning, predictive analytics, and causal analysis. Fine-tuned smaller language models (SLMs) zero in on mission-critical sales signals such as deal risk, quota attainment, and buyer engagement.

This intelligence is powered by context-rich memory and continuous feedback loops that capture every interaction, milestone, and outcome. Each turn of this self-reinforcing flywheel sharpens predictions, orchestrations, and recommendations—making your team smarter and faster over time.

Embedded directly within CRM and productivity platforms, Aviso enables seamless, bi-directional synchronization with no system friction. Its decision-making is grounded in over a decade of GTM experience, allowing AI agents to assess pipeline health, score risks, surface GTM strategies, and automate workflows in ways that match the realities of complex sales cycles.

An enterprise-grade knowledge graph—combining historical company data, public filings, and live market signals—reveals patterns and opportunities invisible to human teams alone. Every insight, forecast adjustment, and action comes with granular observability and verification, ensuring leaders can trust the AI’s output.

Core Capabilities of Aviso’s Agentic AI Framework

How Aviso’s AI Agents Are Rewriting the Sales Playbook

Aviso’s AI Agents are transforming revenue intelligence by turning fragmented data into clear, actionable guidance for every deal, account, and forecast. Instead of sales teams digging through Salesforce, call recordings, and scattered notes, Aviso’s AI Agents continuously unify CRM, forecast models, email engagement, and third-party market data into a single time-stamped intelligence layer. They detect pipeline risks before they surface, map missing stakeholders, and suggest precise plays to accelerate deal velocity — ensuring reps and leaders are always one step ahead. This isn’t just analytics; it’s proactive deal strategy built into the daily sales workflow.

Aviso’s AI Agents act as full-cycle execution partners — preparing executive-ready QBR decks, designing account growth plans, refining forecasts by eliminating bias, and generating persona-specific outreach. They orchestrate workflows across CRM, email, meetings, and market data sources, so GTM teams spend less time gathering insights and more time closing. By moving from data observation to data-driven action, Aviso’s AI Agents help revenue organizations operate with precision, focus, and agility — turning every signal into a competitive advantage.

1. Create Pre-Meeting Briefs 

How many hours do your reps lose to manual pre-call research? Toggling between LinkedIn, the news, and your CRM is a time-sink.

Now, imagine your rep simply asking:

"I have a discovery call with the VP of Engineering at 'Acme Innovations' next Tuesday. Generate a 1-page briefing document that includes their latest product launches, funding news, the VP's professional background, and three personalized ice-breaker questions."

Aviso’s AI Agent scans the web and your internal data, synthesizing everything into a perfect, actionable pre-meeting brief. Your rep walks in prepared, confident, and ready to connect.

2. Build and Execute Account Plans 

Strategic account planning drives major deals, but it's often too time-consuming to do for every key account. Aviso AI Agents can create account plans through advanced AI Workflows that automate data collection, analysis, and strategic planning, converting these insights into structured, action-ready playbooks.

Instead of you building the plan, you ask the agent:

"Let's build a Q4 account plan for 'Global Tech Inc.' Analyze their CRM record to identify three key stakeholders we haven't engaged yet. Then, draft a 3-step outreach plan for each and create the first task for each plan in Salesforce, assigned to me and due next Monday."

An Account Plan is generated with relationship maps, engagement timelines, and win strategies—and instantly converted into Salesforce tasks with owners, deadlines, and context. Your strategic roadmap is now a live, executable playbook, not just a document.

3. Schedule Meetings and Automate Follow-up 

The endless back-and-forth of scheduling is a huge waste of time and momentum. Aviso’s AI Agents can take over the entire process, from initial outreach to sending the final calendar invite.

Instead of you playing calendar tetris, you ask the agent:

"The prospect, jane.doe@acme.com, agreed to a 30-minute call. Draft an email to her with my Calendly link to book a time. Once she selects a slot, automatically create the Google Calendar invite for both of us and attach the 'Acme Briefing' doc to the event."

The meeting is booked and confirmed with all necessary materials attached, all from a single command. The sales cycle keeps moving forward, effortlessly.

4. Qualify and Route Inbound Leads Instantly 

Speed-to-lead is critical, but manually qualifying and assigning every new inbound lead is a bottleneck. Aviso’s AI Agents can act as an always on AI SDR, ensuring every lead gets to the right person, right away.

Instead of manually processing a new lead, you have the agent do it:

"When a high-intent prospect—say, from a Fortune 500 company—lands on your pricing page at 10:43 PM, Aviso’s AI SDR instantly identifies, enriches, and engages them. It tracks buying signals, cross-references CRM and intent data, qualifies using BANT or MEDDIC, and, if they’re a fit, books a meeting, routes it to the best AE via MIKI, and recommends the next-best action—all in seconds, ensuring no lead is ever missed.

A qualified lead is enriched, assigned, and the rep is notified in seconds. Unqualified leads are automatically moved into a nurture sequence, ensuring no lead is ever lost or left waiting.

The Orchestration Era Has Arrived

Automation is no longer enough. The companies that win will restructure their revenue operations around intelligent orchestration, where every person, process, and platform moves as part of a coordinated whole.
Aviso’s Agentic AI doesn’t just help you move faster; it ensures every move is the right one, backed by data, context, and continuous learning. By combining hybrid modeling, deep domain knowledge, seamless ecosystem embedding, and continuous learning, we deliver a truly transformative platform built for the intricacies of modern revenue operations.

The impact compounds: forecast risk declines, deal cycles accelerate, coaching improves, and execution scales effortlessly across teams, business units, and industries. That’s why forward-thinking companies like Honeywell, Lenovo, HPE, BMC, and NetApp choose Aviso—not just for AI, but for a competitive engine that adapts to their GTM reality and evolves with them.

Your revenue future isn’t about doing more.
It’s about doing the right things, together, at exactly the right time.

→ See how Aviso’s GTM Agents can orchestrate your next quarter.