DO
Agent inventory

Agent Identity

Enterprise Sales Assistant

Trusted Production Agent

Supports enterprise account executives with pipeline research, proposal drafting and meeting coordination across the Salesforce estate.

Trust Score

94/100

Accountability

Owner
Danielle Okafor
Owning team
Sales Operations
Business unit
Enterprise Sales
Environment
Production
Risk classification
Medium
Registered
14 March 2025

Technical identity

Model
GPT-5
Framework
LangGraph
Memory
Enabled
Invocations (30d)
48,210
Last activity
2 minutes ago

Connected systems

  • SalesforceCredential scoped
  • Microsoft OutlookCredential scoped
  • SharePointCredential scoped
  • SlackCredential scoped

Permissions

5 granted · 2 denied
  • Read CRM
  • Read Opportunities
  • Draft Emails
  • Schedule Meetings
  • Generate Quotes
  • Modify Pricing
  • Sign Contracts

Denied permissions are enforced at runtime. Attempts are refused before the tool call reaches the enterprise system and are written to the evidence log.

Approval policies

Discount > 15%Sales Director approval
Contracts > $100,000Legal approval
Customer PIIDLP scan

Governance posture

This agent has operated for March 2025 without an unresolved policy breach. Autonomy is granted only within the permission set above and is re-evaluated at every governance review.

Identity verifiedOwner attestedRuntime enforcement activeEvidence complete