✦ Now available — The autonomous commercial intelligence layer

AI Insights & Agents

Your commercial team's autonomous AI layer. Agents that surface insights, execute tasks, and keep your operations running across every Trapezoid solution — 24/7.

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AI Agents — Live Activity All systems active

Targeting Agent refreshed 342 HCP priority scores across 4 territories

14 new high-value accounts surfaced · Alerts sent to 3 reps

2m ago

Market Monitor Agent detected competitor share gain of 3.2pts in Northeast

Counter-strategy brief generated · Sent to commercial leadership

18m ago

Forecast Analyst Agent: Q3 variance alert — Northeast actuals tracking 8% below plan

Root cause analysis complete · Corrective action suggestions ready

1h ago

Customer Intelligence Agent: 8 HCP profiles updated with new prescribing data

Next best action recommendations updated for 5 reps

3h ago

MMM Optimization Agent: Budget reallocation opportunity identified — $800K shift recommended

Projected ROI improvement: +0.4× · Ready for review

6h ago

What AI Agents Do

Autonomous intelligence across every solution

AI Agents don't just surface insights — they act on them. Each agent is purpose-built for a specific commercial function and operates continuously across your Trapezoid solutions.

Targeting Agent

Refreshes HCP priority scores weekly, identifies new high-value accounts, and delivers rep-level priority briefs automatically.

Connected to: Targeting

Market Monitor Agent

Scans market data continuously, flags competitor moves, surfaces new whitespace, and auto-generates market position briefs.

Connected to: Markets

Forecast Analyst Agent

Runs rolling forecast updates, detects variance from plan early, performs root cause analysis, and suggests corrective actions.

Connected to: Forecasting

MMM Optimization Agent

Monitors channel performance continuously and surfaces budget reallocation recommendations before the next planning cycle.

Connected to: Marketing Mix Modeling

Customer Intelligence Agent

Monitors HCP behavior changes, enriches profiles with new prescribing data, and updates next best action recommendations daily.

Connected to: Customer Intelligence

Insights Q&A Agent

Ask any commercial question in natural language and receive an immediate answer grounded in your live Trapezoid data.

Connected to: All solutions

How AI Agents Work

From data to action — without human intervention

Monitor

Agents continuously ingest signals from all your connected data sources — CRM, claims, market feeds, and more.

Analyze

AI models process incoming data to detect meaningful signals, anomalies, and opportunities across all six solutions.

Alert

Agents push relevant insights directly to the right team member — in Trapezoid, Slack, email, or CRM — with full context.

Act

Agents execute approved tasks autonomously — updating priority lists, refreshing forecasts, and drafting action plans.

AI Insights Q&A

Ask any commercial question — get an instant answer

The AI Insights Q&A Agent lets any team member ask natural language questions about their commercial data and receive immediate, data-grounded answers — no analyst required.

"Which territories are most at risk of missing Q4 plan?"

"What's driving the share loss in the Midwest oncology segment?"

"Which channel has the highest ROI for the Northeast cardiology market?"

"Who are the top 10 untapped HCPs in my territory right now?"

AI INSIGHTS — Q&A

You asked:

"Which HCPs in my territory showed the biggest Rx increase last month?"

AI INSIGHTS AGENT

Based on Q3 claims data, 3 HCPs show significant Rx growth: Dr. [A] (+34%), Dr. [B] (+28%), Dr. [C] (+21%). All three are currently in your medium-priority tier — I recommend upgrading to high priority and scheduling visits this week. Would you like me to update the priority list?

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