Y
Younes + Codex
Roumy / AI Agents for Technical Sales Meetings
Use case · technical salesAnswer the hard question while the buyer is still in the room.
Roumy lets a founder or technical seller ask their own agent privately, retrieve the evidence, and turn the answer into a shared plan.
Evidence noteThe recommended demonstration uses a fictional pilot brief and shows the complete flow: question, private retrieval, human answer, live board, updated canvas, and explicit agent speech.
Live sales workflow
Roumy
K7MQ00:04:12
2 here
S
Sarah + Claude
The context gap kills momentum
A buyer asks about a security review, integration, or rollout constraint. The answer exists in a document, repository, or earlier discussion—but not in the seller’s working memory. The usual response is a promise to follow up later.
Private help preserves the human conversation
The seller can ask the agent to find the exact term while continuing to lead the call. The draft stays private. The human decides how to answer and remains accountable for what is said.
Turn agreement into a shared artifact
When the buyer asks to see the plan, the agent can place the rollout on the board, update it as objections appear, and turn the final shape into a scorecard on the live canvas.
Measure the workflow honestly
Track whether the agent joined successfully, produced a grounded answer, helped create an accepted artifact, and contributed to a next step the buyer understood—not the number of AI messages generated.
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