Recover the commitment that lives in no document — the call it was made in, who made it, what was said — and put it to a named delivery owner to accept or decline.
A deal closes, and the brief is drawn from the deal record, the call notes and the correspondence behind them.
02
A commitment is made in the last call before signature, and it is recorded with the call it was made in.
Reason
03
A promise appears in no contract and no order form, and the brief carries it rather than losing it.
04
A commitment is written down, and writing it down is not the company agreeing to it.
05
A reason the customer bought sits in the head of one rep, and it crosses over with the paperwork or not at all.
Decide
06
A worry the customer raised quietly is carried into the brief, where the delivery team can see it early.
07
An expansion is handed over as new business, and the history the previous team learned is pulled back in.
Out
08
A commitment cannot be corroborated anywhere, and it is marked unverified rather than quietly dropped.
09
Execute write actions only inside the approval boundaries agreed during implementation.
→Product statement
Assembling the brief, surfacing the commitments and marking what could not be corroborated belong to the agent. Acceptance belongs to a named delivery owner, who takes the handover on and answers for it.
Example workflow
One handover, closed deal to accepted brief
AgentHuman
1Closed deal receivedOpportunity records, call notes, meeting summaries, email threads or signed order forms
2Commitments and context fixedThe commitments found, where each was made, the account context and whoever must decide on them
3Brief assembled per handoverThe commitments surfaced, the ones nothing corroborates, the context carried and confidence
4Controls appliedSource checks, deal-binding checks, duplication checks and matching confidence
No human action required
Stages 1 to 4 run unaided, and nothing is promised at any of them — the agent is assembling, and the delivery owner lane opens at the acceptance gate.
5DecisionSplits at the acceptance gate
Commitments corroborated
Goes to the named delivery owner to accept.
Anything uncorroborated
Adds a sales lead read first.
Delivery owner review
The brief is held with its commitments, their sources and what nothing could corroborate.
Accept brief · Decline commitment · Send to sales review
Accepted — by the named delivery owner▼
6CRM and delivery records updatedOnly where write access and records policy allow it
7Outcome evaluatedCommitment coverage, decisions taken, owner corrections and what review found
Corrections
Each delivery owner correction is counted in the evaluation.
What should not run autonomously
Human approval stays in control
Outside the boundary — human approval required8 items
Agreeing a commitment on behalf of the company.
Deciding that something promised will be delivered.
Closing a handover between sales and delivery.
Committing a delivery date to a customer.
Automation boundaryAgent acts unaided
✓Assemble the brief from the deal record and its calls.
✓Surface each commitment beside the place it was made.
✓Mark the commitments that no record anywhere on file corroborates.
✓Carry the account history into a renewal or expansion handover.
No commitment is agreed except by a named delivery owner, inside the agreed boundaries.
Judging whether a commitment can be honoured.
Telling a customer what they were promised holds.
Choosing which commitments a brief may drop.
Changes to the brief, the owners or the acceptance rules.
Example output
One handover commitment, annotated
This serves a delivery team who may be asked in month three what was promised before signature; below is one commitment exactly as the agent leaves it.
Handover brief · single closed dealIllustrative example
Commitment
Recorded as
Deal
Evidence of record
Confidence
Held for
Integration ready in the second quarter
Said in the call, in no document
Pre-signature call
Call note, 3 August 2026
Held undecided
The named delivery owner, by name
As receivedTaken from the call note and the thread that followed it, and it claims nothing beyond them.
What the record holdsCall noteEmail threadDeal record
Why no acceptance hereAgreeing to a commitment is a call the named delivery owner makes.
ActionAccept briefDecline commitmentSend to sales review
What the score decidesBelow the configured threshold a brief gets a sales read before the owner sees it.
Value
Where AI adds value
The same four claims, placed at the point in the workflow where each one applies.
Where the value landsValue 01 – 04
Every handoverFrom the deal that closed it
03Commitments
Where each commitment was made
Handover names a shift change in operations and an escalation in support; this is neither. It is the transfer from sales to delivery after signature, and what was promised on the way to it.
01Approved path
A promise travels with the deal
The contract crosses over cleanly. The promise made in a call, the politics inside the account and the reason they bought do not, unless somebody writes them down first.
02Human review
What was checked, and not found
Checked and not found in any document on file: the integration date a rep gave in the last call before signature. The customer onboarding agent owns the plan and the milestones on it; this agent owns what was promised and who accepted it.
04Build an evidence trail
The brief, the commitment recorded in it and the owner who accepted it stay together.
Integrations
Typical integrations
Five system groups connect to the same agent. Which of them are in scope is decided in discovery.
CRM and deal recordsSalesforce · HubSpot · Dynamics Opportunity records and owners
Calls and meeting notesGong · Chorus · Fireflies What was said before signature
Contracts and order formsDocuSign · Ironclad · order forms What the signed paperwork sets out
Agent
Sales-to-delivery handover
Reads the deal Assembles the brief Holds for the owner
CorrespondenceMailboxes · shared threads The exchanges either side of signature
A handover-level commitment-coverage figure can read clean while verbal-only commitments carry most of the rework. Nestack reports the correction rate by handover, not only in total.
Slice performance — reported separately, not only in aggregateIllustrative example
Slice
Failure rate
Lift
Lift vs. threshold
Status
Verbal-only commitments
8.1%
3.7×
Review
Multi-team handovers
5.8%
2.6×
Review
Expansions and renewals
3.6%
1.6×
Watch
Standard new-business deals
1.5%
0.7×
Normal
Bar: correction-rate lift vs. standard-new-business baseline · scale 0–4.0× · tick marks the 2.0× review threshold2 of 4 slices over threshold
Evidence-linked improvement
What an unwritten promise costs
A loop ends when the commitment lost in handover is a standing case. That suite is what the next brief accepted is measured against.
Improvement cycle · five stagesSwitchback — the path turns at Improve and returns at Learn
01Detect
Correction rate rises on verbal-only commitments.
02Diagnose
The thing promised in the last call before signature, appearing in no contract, no order form and no ticket, is worked backwards until one cause is left standing.
03Improve
The change goes out numbered, and the briefs that forced it travel attached.
04Verify
One brief case still failing holds the release where it is.
05Learn
The case stays on, and the acceptance rules are amended in the same commit.
Learn → DetectThe return edge. The next brief accepted runs against a suite one case longer.
Typical build scope
Twelve workstreams across six weeks
The build scope read against the delivery timeline. Week structure follows the six-week plan — discovery, sources, brief assembly, evaluation, integration, then production validation and handover.
WorkstreamWeek 1Week 2Week 3Week 4Week 5Week 6
01Commitment-acceptance and boundary definition.
02Deal, call and correspondence sources.
03Commitment-to-source and deal-coverage mapping.
04Deal and call-note ingestion.
05Commitment, source and owner binding.
06Corroboration scoring and review routing.
07Delivery owner acceptance workflow.
08CRM-opportunity integration.
09Commitment and acceptance cases.
10Guardrails and transfer controls.
11Brief-trail instrumentation.
12Deployment, documentation and Agent Care handover.
12 workstreams · 6 weeks · bar shows the weeks a workstream is active — several run in parallelFinal scope and sequence confirmed in discovery
Engagement tiers
What each tier includes
Rows are the capabilities named in each tier's scope. Higher tiers include everything below them.
Capability✓ in scope · — not at this tierPilotOne team, one handover flowProductionProduction handover workflowAdvancedMultiple teams / regions
Introduced at Pilot
Brief assembly to your deal record✓✓✓
Named delivery owner acceptance✓✓✓
Opportunity-record baseline✓✓✓
Introduced at Production
Reporting by handover—✓✓
Owner review workflow in your systems—✓✓
Approved write-back—✓✓
CRM-opportunity integration—✓✓
Introduced at Advanced
Multi-product handovers——✓
Cross-team handover packs——✓
Large deal volumes——✓
Multi-team transfer controls——✓
Build priceFrom $5,000From $8,000Custom quote
Final build priceConfirmed after discovery based on integrations, workflow complexity, deal volume, approval controls and deployment requirements.
Separate from buildBuild pricing is separate from recurring Agent Care, which covers managed monitoring, evaluations, incidents and verified improvements after launch.
What we need from you
What you bring, and what we build with it
Each input maps to a piece of build scope and a week in the delivery timeline.
You bringWe build with it
01Your closed deals and the team each one is handed to→Commitment capture and source bindingWeek 1
02Representative handovers and the calls that preceded them→Source binding, corroboration logic and the brief baselineWeek 2
03Your handover cadence and the delivery owners it names→Commitment mapping, source rules and the automation boundaryWeek 1
04Access to relevant APIs, feeds or exports→Deal, call and correspondence source assessment, then integration setupWeek 2
05Briefs you would not want reopened→Acceptance cases and the evaluation roundWeek 4
06What no brief may guarantee→Corroboration scoring, review routing, guardrails and release controlsWeek 3
07A named delivery owner who accepts the brief→Release to the named owner, then pilot and production validationWeeks 5–6
Nothing else is requiredDeployment, documentation and Agent Care handover are ours.
Delivery timeline
Four phases across six weeks
Where a pair shares the fifth week, that pair really runs together; nothing here is filling space.
PhaseW1W2W3W4W5W6
DiscoveryW1
BuildW2 – W3
EvaluateW4 – W5
Pilot & LaunchW5 – W6
Week focusW1Commitment discovery, source rules and the automation boundaryW2Source integration and the opportunity-record baselineW3Brief assembly, corroboration logic and release controlsW4Evaluation suite, commitment cases and failure-mode testingW5CRM integration, pilot handovers and targeted correctionsW6One handover cycle run under the sales lead, then Agent Care handover
Reading the bandEach bar covers only the weeks its own work is named for, and week five is shared by design.
At the end of W6When the brief record validates, Agent Care picks the agent up.
DurationSix-week plan shown · typical delivery 4–6 weeks depending on scope confirmed in discovery.
Next step · Customer Success AI agent
Build a sales handoff agent around the promise your last contract never carried.
Show us one closed deal and the handover brief that followed it. If the delivery team learned what was promised only when the customer raised it months later, the handover cost you that whole stretch. A commitment recorded and declined beats one nobody wrote down.
