1
Observe
Twin monitors pipeline changes, activity gaps, and calendar events across Salesforce, HubSpot, Outreach, and Gong.
2
Orient
It maps each signal to the relevant deal graph, account tier, and forecast category.
3
Context Assembly
Twin pulls stakeholder history, conversation transcripts, email threads, and comparable wins into a unified deal context.
4
Reason
It evaluates deal health against historical patterns: close probability, risk factors, and next best action models.
5
Discover
Twin identifies anomalies, such as a key contact leaving the company or a competitor mentioned in a call.
6
Delegate
Specialized tasks route to domain agents: competitive intel to Discovery Agent, quote generation to Quote Agent.
7
Collaborate
Agents share findings back to Twin, which synthesizes a coherent proposal for the user.
8
Decide
Twin presents a ranked list of suggested actions with supporting evidence. You choose, override, or ignore.
9
Act
Upon approval, Twin invokes a governed capability, such as
crm.opportunity.stage_update or email.draft_send.10
Continue
The action receipt, new state, and context are persisted. Twin continues observing the deal for the next trigger.