Opportunity Intelligence
Find business opportunities in any organization
AIS researches the company, validates evidence, and matches potential needs with services your organization can actually deliver.
Mode: Auto-Failover (Empirical local scrapers + Cloud LLM with guaranteed local fallback)
Genese SolutionCG GroupNcellNepal Telecom
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AIS Research Pipeline
Analyzing Organizationβ¦
Checking public information and matching findings to your capabilities.
1
Company identification
WaitingResolving primary company and domain...
2
Subsidiary hierarchy
WaitingRelated business units & operating divisions
3
Technical audit
WaitingDigital, hosting, TTFB, SSL, and security headers
4
Careers & hiring signals
WaitingCareers portal, tech stack and hiring velocity
5
Opportunity reasoning
WaitingComparing needs with your active service catalog
Initializing scraper pipeline...
Opportunity Intelligence Report
Empirical Evidence & Commercial Capabilities Β· Live Synchronized
Opportunity Potential
Opportunities identified
--Evidence β
--Operating Units β
--Sources β
--/100
6-Pillar Domain & Architecture Intelligence
Live empirical telemetry across Email, Cloud, Cyber, SOC, MarTech, and ITSM. Click any practice to filter recommendations.
Loading empirical telemetry signals across 6 practice pillars...
Top opportunities
Prioritized sales recommendations matched against active practice capabilities.
All Practices
βοΈ Workplace
βοΈ Cloud
π‘οΈ Cyber
π¨ SOC
π MarTech
βοΈ ITSM
Select or analyze a company to view matched opportunities.
Human Review Required
Validate opportunities before CRM
Only opportunities approved by a human reviewer can proceed to CRM pre-check and final push.
β Back to report
Opportunity Details
Priority Confidence π‘ Live Empirical Telemetry
--/100
Why this opportunity?
Analyzing...
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Companies
Organizations researched by AIS.
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Human Review
Validate AIS recommendations. Only approved opportunities can be pushed to CRM.
Pending 0
Approved 0
Rejected 0
Pushed to CRM 0
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Recently reviewed
Audit trail of reviewer decisions and CRM readiness.
Loading recently reviewed opportunities...
CRM Push Center
Approved opportunities waiting for CRM validation and final human confirmation.
Ready for Push0Approved Queue
Synced to CRM0Committed
Last Sync RecordedβAudited
Rollback ProtectionActiveTwo-Phase
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CRM Activity Log
Audited sync timestamps, duplicate resolutions, external CRM deal IDs, and rollback records.
| Opportunity / Deal | Account Owner | Sync Status | CRM Deal ID | Synced Timestamp | Action |
|---|---|---|---|---|---|
| Loading CRM sync activity... | |||||
Administration
Configure AIS intelligence, integrations, governance and operating controls.
Overview
Organization
Departments & Services
Signals & Scoring
Research Sources
LLM Providers
Prompts & Agents
CRM Integration
Assignment Rules
Users & Roles
Notifications
Usage & Cost
Audit Logs
System Health
System Settings
Administration Overview
Configuration health and items requiring attention.
Active Services3Configured
LLM Accounts4Healthy
Opportunities3Generated
CRM Approval100%Active Gate
LLM Routing
OpenAI A β OpenAI B β Anthropic β Google. Task-level routing enabled.
Manage routing βCRM Governance
Human approval and final confirmation required. Duplicate checks enabled.
Review CRM policy βServices
12 active, 0 limited, 0 inactive, 2 not offered.
Manage catalog βResearch Sources
Website, search, technology, news, careers, reports and CRM context.
Configure sources βScoring
Opportunity score and confidence are configured independently.
Configure scoring βSecurity & Audit
Secrets are masked. Sensitive configuration changes are audited.
View audit βOrganization
Company identity, terminology and defaults used across AIS.
Departments & Services
Configure practice departments, opportunity matching signals, and active services.
AIS dynamically maps opportunities to active services based on empirical telemetry and department-wise signal configurations. βNot Offeredβ services are strictly excluded.
Department-Wise Configurations
Define department routing codes, CRM delivery teams, and target buying triggers.
| Department | Code | Lead CRM Team | Target Signals & Keywords | Services | Status | |
|---|---|---|---|---|---|---|
| Loading departments... | ||||||
Services Catalog
Capabilities delivered by departments with problems solved and buying signals.
All Practices
βοΈ Workplace
βοΈ Cloud
π‘οΈ Cyber
π¨ SOC
π MarTech
βοΈ ITSM
| Service | Department | Maturity | CRM Team | Status | |
|---|---|---|---|---|---|
| Loading service catalog... | |||||
Signals, Scoring & Confidence
Control what AIS looks for and how findings become prioritized opportunities.
Signal LibraryOpportunity ScoreConfidenceThresholds
| Signal | Category | Weight | Min Evidence | Freshness | Status |
|---|---|---|---|---|---|
| Legacy Technology | Technology | High | 2 | 12 months | Active |
| Engineering Hiring | People | Medium | 1 | 6 months | Active |
| Cloud Expansion | Strategy | High | 2 | 12 months | Active |
Opportunity Score Weights
Total: 100% (Balanced)Score weights total 100%. Confidence remains a separate calculation based on reliability, freshness, corroboration and contradictions.
Empirical Telemetry Thresholds & Urgency Rules
Configure live network latency, certificate warning bands, deal priority cutoffs, and GTM practice triggers.
1. Network Latency & TTFB Cutoffs (ms)(Google Core Web Vitals standard: <800ms)
Triggers +16 Business Need & Edge/Cloud pitch
Triggers +10 Business Need
Triggers +5 Business Need
Reduces pure latency pain (-5 Need)
2. SSL/TLS Certificate Expiration Urgency (Days)(CA/Browser Forum baseline: 30d renewal)
Triggers +22 Urgency / Timing & +12 Need
Triggers +14 Urgency / Timing & +6 Need
Triggers +6 Urgency / Timing
3. Priority Classification Cutoffs (0 - 100 Score)
Scores ≥ this value are marked HIGH priority
Scores ≥ this value are marked MEDIUM priority
4. Practice GTM Deficit Boost Scores (Points)
Added to Business Need when no _dmarc record exists
Added to Business Need when p=none (Google/Yahoo non-compliant)
Added to Cloud Migration need when hosted on regional ISP
Added to Cloud & Cyber need when no Edge WAF is detected
Research Sources
Configure external intelligence sources, quotas, retries and health checks.
| Source | Type | Priority | Health | Quota | Status | |
|---|---|---|---|---|---|---|
| Company Website Scanner | Website | 1 | Healthy | Unlimited | Enabled | Configure |
| Search Provider A | Search API | 2 | Healthy | 50K/mo | Enabled | Configure |
| Technology Detector | Technology | 3 | Healthy | 10K/mo | Enabled | Configure |
| News Intelligence | News | 4 | Degraded | 25K/mo | Enabled | Configure |
| CRM Context | Internal | 1 | Healthy | β | Enabled | Configure |
LLM Providers & Routing
Add multiple providers/accounts, test live reasoning responses, set priority chains, task routing and spend budgets.
Secrets are stored securely and displayed only as masked/configured values. AIS can fail over between accounts of the same provider and across providers with automatic fallback to the Local Heuristic Engine.
Live Priority & Failover Chain
Auto-failover cascades from left to rightLoading active priority chain...
Configured LLM Accounts
Test API connectivity and toggle runtime status| Provider / Account | Default Model | Priority | Daily Budget | Health | Status | Actions |
|---|---|---|---|---|---|---|
| Loading configured LLM providers... | ||||||
Task-Based Routing
| AIS Task | Primary Route | Fallback 1 | Fallback 2 | Policy | |
|---|---|---|---|---|---|
| Loading configured task routes... | |||||
Prompts & Agents
Version, test, publish and rollback the agents that power AIS.
| Agent | Purpose | Version | Model Route | Status | |
|---|---|---|---|---|---|
| Company Research Agent | Company research | v1.8 | research.summary | Published | Edit |
| Evidence Validation Agent | Evidence classification | v2.1 | evidence.fast | Published | Edit |
| Opportunity Reasoning Agent | Opportunity reasoning | v3.0 | reasoning.high | Draft | Edit |
Universal CRM API Integration
Plug-and-play parameter setup for Zoho CRM, Salesforce, HubSpot, or Custom REST CRM with live OAuth 2.0 handshake and real-time connectivity testing.
Universal Plug-and-Play: Configure Client ID, Client Secret, API Endpoints, and Token handshake. All parameters are saved dynamically in database and take effect immediately.
Live Integration Status:
β Checking status...
Connecting to database for active CRM telemetry...
Latency: --
Last tested: --
Connection & Authentication Parameters
Zero hardcoded data β’ 100% DynamicTip: You can paste either your REST API endpoint (
https://www.zohoapis.com/crm/v6) or your Zoho Web App URL (e.g. https://crm.zoho.com/crm/org850808012/tab/Home). AIS will auto-detect your Org ID and route to the REST API.CRM Governance
| Human Approval Required | Enabled |
| Final Human Confirmation | Required |
| Duplicate Detection | Enabled |
| Preserve Existing Account Owner | Enabled |
| Allow New Account Creation | Disabled |
Field Mapping
| AIS Field | CRM Field | Required |
|---|---|---|
| Company | Account | Yes |
| Opportunity Title | Opportunity Name | Yes |
| Recommended Service | Service Line | Yes |
| AIS Score | AIS Score | No |
| Confidence | AIS Confidence | No |
| Evidence Reference | AIS Analysis Link | No |
Assignment Rules
Control which CRM owner/team receives an approved opportunity.
| Priority | Condition | Action | Status | |
|---|---|---|---|---|
| 1 | Existing CRM Owner exists | Assign Existing Owner | Active | Edit |
| 2 | Department = Cloud | Cloud Sales Team | Active | Edit |
| 3 | Industry = Banking | BFSI Team | Active | Edit |
| 99 | Else | Business Development Queue | Active | Edit |
Users & Roles
Provision enterprise accounts, assign practice permissions, and manage user lifecycle.
| User | Department | Role | Status | Actions |
|---|---|---|---|---|
| Loading active users... | ||||
Role Access Matrix & Responsibilities
ADMIN
System Administrator
Full administrative control over scoring engines, LLM provider routing, user provisioning, and audit governance.
APPROVER
Commercial Approver
Authorizes qualified opportunities for client presentation and triggers live synchronization to Salesforce/HubSpot CRM.
REVIEWER
Opportunity Reviewer
Conducts quality calibration, validates evidence backing, and adjusts scoring dimensions for prospective opportunities.
RESEARCHER
Market Researcher
Conducts deep signals reconnaissance, company scans, architectural discovery, and capability gap analysis.
SALES
Sales Enablement
Translates validated opportunities into active sales motions, account executive plays, and outbound engagement.
DEPARTMENT_OWNER
Department Practice Owner
Oversees practice capability offerings, technical service catalog alignment, and departmental pipeline health.
Notifications
Define what events generate notifications and which channels are used.
| Event | In-App | Recipients | |
|---|---|---|---|
| Research Completed | On | On | Requester |
| Opportunity Ready for Review | On | On | Reviewer Group |
| CRM Push Failed | On | On | Approver + Admin |
| LLM Provider Failed | On | On | Admin |
| Budget Threshold Reached | On | On | Admin + Finance |
Usage & Cost
Track AI, research source and platform consumption.
LLM Cost This Month$1,842
Research APIs$612
Cost / Analysis$1.42
Budget Used61%
Budget Controls
Audit Logs
Immutable history of sensitive actions and configuration changes.
| Time | User | Action | Entity | Result |
|---|---|---|---|---|
| Loading immutable audit log events... | ||||
System Health
Monitor application, research, model and integration health.
| Component | Status | Latency | Error Rate | Last Check |
|---|---|---|---|---|
| Application API | Healthy | 82 ms | 0.1% | Now |
| Research Workers | Healthy | β | 0.4% | Now |
| LLM Gateway | Healthy | 1.2 s | 0.8% | Now |
| News Source | Degraded | 3.9 s | 6.8% | 1 min ago |
| CRM API | Healthy | 240 ms | 0.2% | Now |
System Settings
Platform behavior, governance, retention and feature flags.
Research & AI
| Allow Subsidiary Discovery | Enabled |
| Allow Progressive Results | Enabled |
| Allow βNo Strong Opportunityβ Result | Enabled |
| Require Evidence for Opportunity | Enabled |
Data & Retention
Danger Zone
Sensitive actions require explicit confirmation and are recorded in the audit log.