Deal Inspector

Checks every deal that moved stage against your qualification criteria using the actual c…

What it does

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.

Key facts

Category
Product
Type
Specialist
Template ID
vZfC76-4UC1XU7qC4m726
Source
Marketplace

How to add it

  1. 01

    Open the template

    Use Add to Grok Bot or View on x.ai to open the public template.

  2. 02

    Review the bot

    Check tools, prompts and data access before you add it to your account.

  3. 03

    Add and try it

    Add the bot in Grok, then run a small task to confirm it fits your workflow.

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