POC Agent

The POC Agent monitors every active proof-of-concept pilot in your pipeline by pulling deal data from HubSpot and querying product usage metrics from Metabase. It analyzes each company's engagement against your POC success criteria and posts a structured health summary to Slack — surfacing which pilots are on track, which are at risk, and what signals to act on.

Instead of manually cross-referencing CRM data with usage dashboards before each pipeline review, your GTM team gets a synthesized per-company brief delivered automatically to the channel where they already work.

Connect the agent to HubSpot and configure the pipeline stage that defines an active POC. The agent dynamically discovers all deals in the pilot stage and resolves each company's usage identifiers and date ranges from deal properties — no hardcoded company lists required.

Connect to your Metabase instance and configure which dashboard cards and metrics define POC health for your product. Set the Slack channel for output delivery — by default the agent posts one structured message per company with usage trends, milestone status, and a risk signal.

Once live, the agent runs on a scheduled cadence in Oz. Each run fetches fresh CRM and usage data, runs the analysis, and posts the latest health snapshot. Trigger manual runs for ad-hoc reviews or align the schedule to your pipeline review cadence.

Sales and solutions engineering teams running concurrent enterprise pilots benefit most — the agent eliminates the weekly pre-meeting data gathering that typically falls on SEs or sales ops. Every summary includes usage trends, milestone completion, and a risk signal so your team can prioritize follow-up and take targeted action before a pilot goes cold.

The agent is especially effective when POC success metrics are quantitative — active user counts, feature adoption rates, session frequency — because it can surface degradation trends days before they would otherwise appear in a manual review.