Components of the 'Altify MaxAI Revenue Execution' Agent

This topic outlines the components that enable you to configure a 'MaxAI Revenue Execution' agent. The following components are covered:

Subagents

Label Description
Altify MaxAI Opportunity Read and Write Data

Use the subagent to allow Altify MaxAI Revenue Execution agent to view, read and update opportunity details in Altify. It lets you review existing contacts, stakeholders, relationships, competitors, and insights, and keep opportunity data current and accurate. Reads and writes Altify opportunity data.

For descriptions of associated actions, see Actions (Read/Write).
Altify MaxAI Opportunity Coaching & Strategy

Use this subagent to allow MaxAI Revenue Execution agent to analyze an opportunity and get clear, actionable guidance. It helps identify what’s missing, assess risks, surface key stakeholders, and recommend the best next steps to move the deal forward. Ideal for planning strategy, preparing calls, and improving win probability. AI-powered strategic analysis and coaching for Altify opportunities using Altify methodology.

For descriptions of associated actions, see Actions (Coaching & Strategy).

Actions (Read/Write)

The following actions are associated with the subagent 'Altify MaxAI Revenue Execution Opportunity Read and Write Data'. It incorporates seven 'read' actions and twelve 'write' actions.

Label Description
Opportunity Read Competitors [read] Retrieves Altify methodology Opportunity Competitor records for an opportunity.
Opportunity Read Decision Criteria Complete [read] Retrieves Altify methodology Decision Criteria (Decision Criteria, Criteria Contact, Criteria Position) for an opportunity.
Opportunity Read Insight Map [read] Retrieves Altify methodology Insight Map (Sections, Cards, Placements, Contact Associations) for an opportunity. Cards represent Goals, Pressures, Initiatives, Obstacles, and Solutions.
Opportunity Read Actions [read] Retrieves Altify methodology actions for an opportunity with Altify methodology context.
Opportunity Read Assessment Complete [read] Retrieves Altify methodology Assessment data (Questions, Answers, Competitor Answers) for an opportunity.
Opportunity Read Relationship Network [read] Retrieves existing contacts already mapped to an opportunity's relationship network. Shows current Contact Map Details, Contact Influence, and LOR Relationships.
Opportunity Read Test And Improve Sessions [read] Retrieves Test and Improve or Deal Review sessions and related Feed Items (Questions, Vulnerabilities, Recommendations) for an opportunity.
Opportunity Upsert Action [write] Creates or updates a Task record.
Opportunity Upsert Assessment Answer [write] Creates or updates an Assessment Answer record for an Opportunity.
Opportunity Upsert Assessment Competitor Answer [write] Creates or updates an Assessment Competitor Answer record.
Opportunity Upsert Contact Map Details [write] Creates or updates Altify relationship mapping record (Contact Map Details) . This includes roles, political stance, and support level for contacts within accounts/opportunities.
Opportunity Upsert Decision Criteria Position [write] Creates or updates a Decision Criteria Position record.
Opportunity Create Contact Influence [write] Creates contact influence/conflict relationship record for Altify relationship mapping.
Opportunity Create Decision Criteria [write] Creates a Decision Criteria record to capture formal or informal buyer decision criteria within an Account context.
Create Decision Criteria Contact [write] Creates a Decision Criteria Contact record to link a Contact to a Decision Criteria.
Create Insight Card [write] Creates an Insight Card record (Goal, Pressure, Initiative, Obstacle, or Solution) within an Opportunity Insight Map.
Create Insight Card Contact [write] Creates an Insight Card Contact record, linking a Contact to an Insight Card as either Owner or Informer.

Actions (Coaching & Strategy)

Label Description
Altify Pipeline Risk Analysis

Evaluates multiple opportunities together, such as in response to a question about two or more named opportunities, or in response to a comparative or portfolio-level question (for example, 'which deals are most at risk?', 'how do opportunity A and opportunity B compare?', 'which deals should I prioritize?', 'perform a pipeline analysis/forecast review for my opportunities').

This action returns a portfolio-level risk assessment (GREEN, YELLOW, AMBER, RED), a prioritized ranking of deals, and consolidated recommendations to help customers focus on the most critical opportunities.

This action is not for single-opportunity analysis - Altify Opportunity Vulnerability Analysis performs that function.

Altify Opportunity Vulnerability Analysis

Performs an end-to-end review of a single opportunity with comprehensive strategic analysis across all Altify methodology dimensions (assessment, relationships, competitors, criteria, insights, actions). Activated in response to requests such as 'analyze this opportunity', 'what's missing from this deal?', 'prepare for a Test & Improve session', or requests for a complete deal review.

This action returns vulnerability assessment with qualification gaps, competitive threats, relationship risks, and prioritized action recommendations.
Altify Opportunity Actions Commentary Reviews and provides commentary on existing actions already created for this opportunity. Returns strategic analysis with action priorities, due dates, action categorization, and linkage to Altify methodology business objectives. This reviews existing actions only; for new action recommendations the Altify Opportunity Next Best Actions action is activated.
Altify Opportunity Next Best Actions Reviews Altify opportunities using proven Altify methodology to advance deals and increase win probability. Recommends prioritized Altify methodology actions (Prove value, Retrieve information, Insulate against competition, Minimize risk, Emphasize differentiation - PRIME).
Altify Opportunity Assessment

Shows the Altify 5-lens assessment with health scores across all strategic dimensions: Business Problem, Solution Impact, Power & Politics, Vision & Value, and Control & Process. Returns dimension scores, strengths, and weaknesses.

This action is for assessment-only analysis; for complete opportunity vulnerability analysis, the action Altify Opportunity Vulnerability Analysis is employed.

Altify Opportunity Risk Analysis Evaluates opportunity health and risk across 6 dimensions: activity recency, data completeness, manager signals, competitive pressure, overdue tasks, and stage health. Works for single opportunities or entire pipeline. Returns risk scores with prioritized intervention recommendations.
Altify Opportunity Executive Briefing Generates executive briefings and summaries for Altify opportunities designed for sales leadership review. Returns concise analysis with opportunity health status, key strengths and exposures, immediate actions, and deal priorities across all Altify lenses.
Altify Opportunity Recommendations Provides strategic Altify recommendations for winning this opportunity based on assessment data, stakeholder landscape, and competitive positioning. Returns prioritized action plans with owner assignments and success metrics.
Altify Opportunity Call Plan Generates comprehensive call plans and meeting preparation for customer meetings on Altify opportunities. Returns value-focused agenda with meeting objectives, discovery questions, talking points, and situation analysis using Altify methodology.
Opportunity - Find Missing Opportunity Contacts Identifies contacts from the Account NOT yet on this opportunity's relationship map. Used only in response to explicit requests regarding 'missing contacts', 'who else to meet', or 'relationship map gaps'. Supports filtering by buyer role, support status, political status, coverage level, and key player flag.

Prompt Templates

   
Altify Opportunity Vulnerability Analysis A comprehensive strategic review of complex B2B opportunities using the proven Altify methodology. Identifying deal vulnerabilities, gaps in qualification, and provides actionable recommendations to strengthen your position and increase win probability.
Altify Opportunity Actions Commentary Analyzes strategic actions with TAS methodology commentary. Returns markdown table with due dates, priorities, PRIME Action categorization, and strategic notes linking to business objectives and TAS context.
Altify Opportunity Assessment Analysis Provides comprehensive Altify methodology assessment across all 5 lenses with current state, strengths, weaknesses, and overall deal health narrative. Returns detailed analysis with actual opportunity values for sales rep self-assessment.
Altify Opportunity Next Best Actions Altify methodology next best actions.
Altify Opportunity Pipeline Risk Analysis Bulk pipeline screening that detects at-risk opportunities using Altify methodology. Scores deals across 6 risk dimensions and delivers prioritized intervention guidance.
Altify Opportunity Questions Analysis Delivers start-of-play briefing for sales leaders with Altify methodology lens health status (Green/Yellow/Red), key strengths/exposures, immediate moves, and deal watchlist. Concise 250-300 word format for quick executive reads.
Altify Opportunity Recommendation Generates strategic Altify methodology recommendations with owner assignments, success metrics, and prioritized action plans. Analyzes opportunity context, assessment data, stakeholder landscape, and competitive positioning for coaching sessions.
Altify Opportunity Call Plan Prepares sales teams for customer meetings with value-focused call plans. Includes objectives, discovery questions, agenda, and customer situation analysis using proven Altify Call Planner approach.