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AI agent for sales managers

Sales Competitive Response Review Agent

Fair, sourced competitive responses.

Sales Competitive Response Review Agent: what goes in, what the agent does and what you get

What it does

Competitive battlecards go stale, and some compare numbers that measure different things, which makes sales claims easy to attack. This agent answers competitive questions from sales by tracing every comparative statement to an approved, dated source. It checks that the two figures being compared use the same definition, test setup and time period. If they do not, it presents them separately with a clear qualification instead of claiming one is better. It drafts a qualified response with citations and checks for any superiority claim the evidence does not support. Enablement approves before the response is published to the battlecard. Edge case: a competitor figure from their marketing page older than 12 months is labeled as possibly outdated.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueYes, continueApprovedNoNo 1 STARTS WHEN Competitive question 2 USES A TOOL Find existing battlecard statements 3 USES A TOOL Trace comparative statements to sources 4 CHECKS THE RESULT Are the measurements comparable? If not: keep them separate and qualify. Back to step 3. 5 DOES Draft the qualified response 6 CHECKS THE RESULT Is every superiority claim supported? If not: remove or soften the claim. Back to step 5. 7 YOU APPROVE Enablement approves publication 8 RESULT Source-linked competitive response
Read the steps as a list
  1. Competitive question
  2. Find existing battlecard statements
  3. Trace comparative statements to sources
  4. Are the measurements comparable?If not: keep them separate and qualify. Back to step 3.
  5. Draft the qualified response
  6. Is every superiority claim supported?If not: remove or soften the claim. Back to step 5.
  7. Enablement approves publicationThe agent waits here for your OK.
  8. Source-linked competitive response

How it decides

It checks definitions before comparing.

  • Incomparable measurements are never used for superiority claims.
  • Every comparison cites a dated source.
  • Old competitor figures are labeled.
  • Nothing is published without enablement approval.

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Approved sources for competitor data
  • Maximum age of competitor figures before labeling (default 12 months)
  • Competitors in scope
  • Who approves publication (default: sales enablement)
  • Response format (default: short answer plus sources)

What keeps you in control

It always asks you first

  • Publication
  • Competitor allegations

Hard limits

  • No allegations.

It stops when

  • Done: response ready.

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensA rep asks whether the product is faster than a competitor. The battlecard says '3x faster'. The agent finds the 3x figure compares its upload speed with the competitor's processing time. The comparability check fails, so it presents both figures separately with labels and drops the 3x claim. The enablement manager approves the updated response on September 30.

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