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QBR Prep Agent

Run QBRs that customers actually want to attend

What this agent does

Synthesizes call recordings, usage data, and support history into a structured QBR agenda with pre-filled content. Identifies the three things each customer cares most about and builds the narrative around their actual outcomes.

Capabilities

QBR agenda generation
Outcome synthesis
ROI summarization
Risk identification

Use cases

1

Auto-generate a QBR deck outline from the last quarter's calls

2

Surface the customer's stated goals and compare them to actual outcomes

3

Identify topics to avoid based on sentiment analysis from recent calls

Powered by Airspeed

Call Intelligence

This agent is built on Airspeed's Call Intelligence capability. It runs automatically as part of your revenue execution workflow - no manual trigger required.

Learn about Call Intelligence

Key metric

78%

CSMs who reduced QBR prep time by half

A Airspeed

See QBR Prep Agent in action

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Questions about AI agents in sales

How do Airspeed's AI agents differ from workflow automation tools?

Traditional workflow automation runs on predefined rules and static triggers. Airspeed's AI agents understand the actual content of sales conversations - what was said, how it was said, and what it signals about a deal. They use that context to generate recommendations, update records, and take actions that a rule-based system could never anticipate.

Do AI agents require manual configuration before they work?

Most agents become productive from day one by learning from your existing call recordings and CRM data. There is no scripting or template-building required. Agents calibrate to your specific process, language, and win patterns as they process more of your conversations.

How do agents write data back into our CRM?

Airspeed integrates natively with Salesforce and HubSpot. When an agent extracts deal information, identifies a next step, or updates a qualification field, it writes that data directly to the corresponding record in your CRM - with full audit trails so reps can see exactly what changed and why.

Can agents be run across an entire team or just individual reps?

Agents run at both the individual and team level. Coaching agents operate per-rep, generating personalized feedback based on each person's own call history. Pipeline and forecasting agents operate across the full team, giving managers and revenue leaders a consolidated view.

See how Airspeed's AI agents work in your workflow

Revenue teams at Foleon, Qdrant, and PriceFX automated their sales execution with Airspeed. Same-day setup, results in hours.