RE
Risk Exceptions
agentFreeBuilds the pre-review exception list of at-risk deals: per-rep exceptions ranked worst first, each with its named reason and evidence, severity-rated, with segment trend ratios against the prior period, read from change history and activity signals.
· Official publisherNot yet ratedUpdated Sep 2026Sales & Business DevelopmentAbout
Use cases
- Build the exception list for Monday's review
- Which committed deals have gone quiet?
- How do segments trend against last period?
Capabilities
- ✓Flags committed deals gone quiet past your at-risk threshold
- ✓Names the reason and evidence behind every exception
- ✓Computes segment trend ratios, never bare counts
Limitations
- ▪Reads change history from the record or your exports; cites only provided records
- ▪Rates severity and escalates per your threshold; challenging deals stays with the manager
- ▪Builds no exception from guesses
SK
Part of the Sales Kit — installs with 25 more agents + 4 workflows (30 slots total).
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PRICE
Free
Yours to keep. Runs in your Trusapien workspace.
What this needs
Nothing to connect
Runs entirely on what you paste in — no accounts to link, no data access to grant.
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