Knowledge Engine for Sales

Know which deals need attention—and why.

Connect pipeline, conversations, relationships, activity, and approvals so sellers and managers can focus on the work that moves revenue.

KEP

Enterprise deal review

Review the deals in this quarter’s commit and show me where leadership needs to intervene.

I connected opportunity history, meetings, activity, stakeholders, open approvals, and next steps. I’m preparing the deal-risk brief now.

Commit deal-risk briefReport

58%

lower token cost

when using Knowledge Engine

2x

more tasks

vs. frontier models

32%

more accurate with open source

vs frontier model

19 of 34

tacit-knowledge facts captured

vs. RAG’s 1

Source: “Knowledge Engine Platform for Long-Horizon Professional Agents” and “Context Graphs for Recovering Tacit Organizational Knowledge”, Accrete AI, August 2026.

The deal story is scattered across the stack.

A CRM stage rarely captures the full state of a deal. The useful context lives across calls, email, meetings, relationship history, product questions, security reviews, pricing decisions, and the judgment of the people closest to the account.

Sales cognitive fabric

Connect the context behind the work.

Agents learn the language of the work, create the data flows that connect its systems, and build a living context graph for each request.

Agents learn your language

They learn your teams’ terms, shorthand, and ways of working, then create a shared understanding of what everything means.

Agents connect your systems

They create the data flows that bring the right information together for each task, without manual setup for every source.

Agents build the context graph

They connect people, records, decisions, and outcomes while preserving a clear path back to the source.

From domain language and source data to a context graphThe context model resolves jargon, synonyms, abbreviations, and intent into shared entities and relationships. Source mappings connect those concepts to tables and keys while agentic data pipelines prepare durable data. The resulting context graph can be virtualized over its sources or materialized.NATURAL-LANGUAGE REQUEST“Which commit dealsneed leadership help?”CONTEXT MODELDomain languageJARGON · SYNONYMS · INTENTFC→forecast categorychamp→key buyerintent: review deal riskCanonical modelENTITIES · RELATIONSHIPSDealCallApprovalHASREQUIRESSemantic bindingsCONCEPT → SOURCE DATADeal→SalesforceCall→GongApproval→DocuSigntables · columns · keysAGENTIC DATA PIPELINESCONTEXT GRAPHSalesforceGongDocuSignDealsCallsApprovalsJOINDeal contextNorthstarACCOUNTQ2 RenewalDEALSecurityRISKA. ChenOWNERVIRTUALIZEDquery sources in placeMATERIALIZEDpersist selected subgraphs
The context model interprets a domain’s vocabulary, synonyms, abbreviations, and intents, then resolves natural-language requests to shared entities and relationships. Source mappings connect those concepts to tables, columns, keys, dialects, and execution integrations. KEP can query the resulting context graph virtually over source data or materialize selected graph data.
  • Salesforce
  • Gong
  • ZoomInfo
  • LinkedIn
  • Warmly
  • Outreach

Workflows

Change the work, not just the interface.

01

Inspect deals with context

Bring together stage history, activity, stakeholders, customer conversations, open risks, approvals, and next steps so managers can test whether the pipeline story is current.

02

Prepare meetings and follow-through

Create a pre-meeting brief from account history and current priorities, then draft the recap, mutual actions, and source-system updates for review.

03

Coach and forecast from evidence

Compare deal progress with the team’s qualification and close-plan standards, surface gaps, and prepare a reviewable forecast-risk summary.

One end-to-end example

From scattered account activity to a focused deal review.

  1. 01

    Connect

    Gather opportunity history, calls, email, meetings, stakeholders, support context, product activity, commercial terms, and open approvals.

  2. 02

    Analyze

    Identify stale assumptions, missing relationships, unresolved work, engagement changes, and evidence that supports or challenges the current stage.

  3. 03

    Deliver

    Produce a deal brief, risk summary, meeting plan, and owner-specific follow-up with source evidence attached.

  4. 04

    Control

    Require seller or manager approval before sending messages or changing CRM records, tasks, stages, or forecast fields.

What the team gets

Outcomes people can inspect and use.

Deal and account brief

The current opportunity story, buying group, activity, risks, open questions, source evidence, and next actions.

Forecast-risk view

The deals and assumptions that deserve manager attention, with the reason each item was surfaced.

Follow-through package

Meeting preparation, recap, mutual actions, and proposed source-system updates ready for review.

The Accrete product

Context, work, and control in one path.

The Knowledge Engine coordinates research, analysis, artifacts, and governed follow-through across the sales stack while keeping customer-facing and CRM-changing actions under human control.

Start with one workflow

Define the outcome before expanding the system.

Bring the workflow, its information sources, its approval requirements, and the result your team needs. We’ll map a focused first deployment and the path to reuse.

Discuss this workflow