# Win/Loss Analyst Agent

Canonical: https://synconai.com/ai-agents/win-loss-analyst-agent

Type: Sales AI Agent for Salesforce · Category: Sales and revenue · Status: Coming soon · Works with your team

An Agentforce agent that interviews the rep in Slack when an opportunity closes, saves a coded reason and posts monthly trends.

Outcome: Clean, comparable win and loss data instead of blank or vague reasons.

- Works with: Sales reps, Sales Managers, Revenue Operations
- Where: Slack DM and a monthly post to #sales-insights
- Runs on: Sales Cloud, Agentforce, Slack
- Best fit: Cross-industry B2B

## How it works

- **Loss interview.** Three questions for Closed Lost.
- **Win interview.** Two questions for Closed Won.
- **Monthly trends.** First Monday post.

## The rules it follows

- Ask at most three questions for Lost and two for Won, then save.
- One reminder after 48 hours without a reply, then stop.
- Monthly post shows counts and amounts with no rep names attached to losses.
- Never change stage or amount.

## What we need from you

- Your list of loss reasons if different from the default.

## Not included

- Customer interviews or surveys.
- Call recording analysis and coaching.

## FAQ

### What does the Win/Loss Analyst Agent do?

An Agentforce agent that interviews the rep in Slack when an opportunity closes, saves a coded reason and posts monthly trends. Clean, comparable win and loss data instead of blank or vague reasons.

### Which Salesforce products does it run on?

Sales Cloud, Agentforce, Slack. Confirm editions and licenses with your Salesforce account team.

### Where do people use it?

Slack DM and a monthly post to #sales-insights.

### What does it not do?

Customer interviews or surveys; Call recording analysis and coaching.

### Is there a demo?

Not yet. This agent is in our build program and is coming soon. We can scope it for your org now, and show you the agents that are already live.

Confirm editions and licenses with your Salesforce account team.

All agents: https://synconai.com/ai-agents
Contact: https://synconai.com/contact-us