Features
Capture, reasoning, approvals, orchestration, governance and ROI — one control center instead of six disconnected tools.
Everything a revenue operations team needs to run AI in production
Governed AI agents
Versioned agents with explicit tool grants, guardrails and per-action approval policies across Gemini, GPT and Claude.
Human-in-the-loop approvals
Every CRM write and outbound email routes through a reviewable approval showing the exact before/after diff.
Deal risk engine
Evidence-backed risk scores and a live risk-alert feed built from stage duration, engagement decay, sponsorship and CRM completeness.
Workflow orchestration
Versioned multi-step workflows with n8n-compatible inbound webhooks and outbound event triggers.
Automation ROI ledger
Hours saved, AI cost and revenue impact per agent, per workflow, per quarter – with the evidence attached.
AI governance console
Risk levels, action policies, review cadence, cost ceilings, audit trails and platform-level tenant administration.
Meeting intelligence
Zoom, Teams, Google Meet, Fireflies and Gong feed transcripts in – agents return summaries, next steps and follow-up drafts linked to the deal.
Forecast scenarios
Model conservative, base and aggressive cases with interactive what-if sliders, quota attainment and AI-written forecast narratives.
Sync health & retries
Per-connector sync timelines, failure alerts, manual resync and automated backoff retries so CRM data never drifts silently.
In-app support module
Raise and track tickets directly inside the workspace with attachments, threaded replies, SLA timers and escalation – no email ping-pong.
Tenant isolation
Every record carries an organization id and is protected by PostgreSQL row level security – never frontend filtering.
Least privilege
Nine built-in roles map to granular permissions. Agents inherit permissions, they never exceed them.
Explainability
Every AI action stores input, output, evidence, permission check, risk level, approval state and an audit record.
Security by default
Zero data access by us
Alegria RevOps has no internal path to open, inspect or export your workspace. Your records, transcripts and credentials are never viewable by our staff.
Strict user confinement
Every row is scoped to your organization and enforced by PostgreSQL row-level security. Only members and roles you authorize can read or act on data.
Every action reviewed
Write-backs, emails and workflow triggers route through human approval with a before/after diff, a risk level and an audit record.