GTM AgentsWhen revenue moves,
Lumitra moves.
Live CRM, website, product, and lifecycle events trigger real GTM work with the account context already loaded.
Opportunity moved
to Closed Won
TechFlow Analytics · $48K ARRHandoff ready
before the kickoff.
CRM updated · #wins posted · onboarding brief createdThe event is
the prompt.
No one has to remember the handoff. No timer has to wake up. A revenue event happens, Lumitra loads the context, and the agent starts the work.
From signal
to finished work.
A single run can move from a live trigger to context, tool execution, approval, and completed action across your GTM systems.
34 sessions across 3 stakeholders. Pricing viewed 8 times.
Lifecycle stage set to Customer. Handoff fields prepared.
Deal summary ready for approval before posting to #wins.
It starts informed.
Not cold.
Visitor history, company intelligence, CRM relationships, and product activity arrive as one working context before the agent chooses its next step.
Watch the work
happen.
Every tool call, argument, response, and decision stays visible while the run is happening.
Opportunity moved to Closed Won.
TechFlow Analytics · $48K ARR. Loading account context before building the CS handoff.
Visitor history loaded.
34 sessions across 3 stakeholders over 90 days. Strong signals include pricing views, a case study download, and ROI calculator completion.
Customer record updated.
Lifecycle stage changed to Customer and onboarding priority set from the full account context.
External Slack post is ready.
The agent pauses only for the consequential action. Review the exact message and edit the arguments before it continues.
Fast until
it matters.
Safe actions keep moving. Sensitive actions can pause with the exact arguments exposed for approval, editing, or denial.
Post Closed Won summary to #wins
TechFlow Analytics ($48K ARR) with CS handoff context and stakeholder summary.
Every run leaves
a receipt.
Tool calls, outputs, approval decisions, completion reports, and outcomes remain inspectable after the work is done.
CS Handoff
9f5c21b8…2a73
tool_calls 4
approvals 1
errors 0
trail
complete
Built around
revenue events.
The same agent model can respond to different moments across acquisition, expansion, handoff, and retention.
Closed Won.
Opportunity stage changes in the CRM.
Pricing return.
A known prospect comes back with fresh intent.
Cancellation signal.
A customer visits the cancellation page.
Give every revenue
event an operator.
Connect your systems. Define the trigger. Let the agent run with context, control, and a complete audit trail.
What is a GTM agent?
A GTM agent is an AI agent that runs go-to-market work automatically when a revenue event happens — a CRM stage change, a pricing-page return, a cancellation signal. Unlike a chat assistant, it triggers on the event rather than a prompt, loads account context before reasoning, executes real tool calls, pauses for approval on sensitive actions, and leaves an audit trail.
- What triggers a GTM agent?
- A live event in a connected system — an opportunity moving to Closed Won, a known prospect returning to pricing, a customer landing on the cancellation page, a lifecycle field changing. The event is the prompt. Nothing has to be scheduled and no one has to remember to start the run.
- How is a GTM agent different from an AI SDR?
- An AI SDR is scoped to outbound prospecting. A GTM agent is defined by its trigger and its reach: the same agent model responds across the lifecycle — sales-to-CS handoff, buying-intent follow-up, retention — and acts inside your existing systems rather than sending mail from a parallel one.
- Do GTM agents change CRM data without a human?
- Only where you allow it. Safe actions keep moving so the run stays fast, and consequential ones — external posts, lifecycle changes, promotional changes — can pause with the exact arguments exposed for approval, editing, or denial. Whichever path a step takes, the tool call, the outcome, and the approver are preserved in the run's audit trail.
Inside GTM Agents
How the parts of GTM Agents actually work — each capability explained with the real product behavior behind it.
Human Approval
Agents pause for explicit approval before sensitive actions, and only carry the tools each workflow actually needs.
Audit Trails
Every session keeps its tool calls, approvals, outputs, and completion report inspectable after the run — versioned down to the agent config.
Agent Memory
Durable, tenant-scoped memory and persisted tool results let each run build on prior work instead of starting over.