PRECURSIVE AI HANDOVER AGENT
No more starting projects blind!
Where delivery starts with full context from day one. Fewer scope disputes and happier customers who don't have to repeat themselves the moment the deal closes. Legendary.
This is Zen
The AI agent for Sales-to-Delivery handovers.
Reviews deal notes, calls, and scoping details to package a complete handover so delivery starts with the full picture, not a guessing game.
Handovers should not cost you the first week of a project.
Sales knows the deal. Delivery inherits the project. In between, critical context such as scope, promises, timelines, risk, gets lost in a slide deck nobody reads twice.
Scattered content
Deal notes, calls, and scoping live in different tools nobody has time to dig through.
Repeated discovery
Delivery re-asks questions the customer already answered during the sales cycle.
Slow ramp
Projects start late because the team is still piecing together what was actually sold.
Meet Zen, the Handover agent!
Zen read the deal, then tells Delivery what to do next.
Zen doesn't let context get lost at kickoff. It packages what was sold, promised, and discussed and hands delivery a running start.
Zen Actions
Reviews the deal context: Deal notes, sales calls, and scoping documents are analyzed to capture what was sold, promised, and agreed.
Recommends:
• Kickoff-ready project brief
• Risk and scope flags to review before day one
Guides:
• What to confirm with the customer first
• Where the deal deviates from a standard scope
Delivery starts on day one, not week three.
Packages a complete
handover brief.
The agent turns deal history into a kickoff-ready brief delivery can act on immediately.
Zen outcomes
Makes it easy to start strong
Delivery teams get full context and a kickoff-ready brief, without chasing sales for answers.
Recommends:
• Faster time to kickoff
• Fewer scope disputes
• Higher customer confidence at handoff
AI designed to improve how projects start.
THE
OUTCOMES
FASTER KICKOFFS.
FEWER SURPRISES.
-
Faster time to project kickoff
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Fewer scope disputes and rework
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Higher customer confidence from day one
WHY IT
MATTERS
START STRONG NOT ON THE BACKFOOT
When context carries over cleanly, customers don't have to repeat themselves, and the timeline doesn't slip before the project has even begun.
BUILT WHERE
YOU WORK
BUILT INSIDE THE SYSTEM WHERE THE DEAL WAS ALREADY WON
Handover context appears where delivery already works;
• Salesforce-native workflow
• Works with opportunity, quote, and account context
• Designed for action, not just summaries
SECURITY AND
TRUST
ENTERPRISE-GRADE TRUST, WITHOUT THE BLACK BOX
Customer inputs and outputs are not used to train models, data retention outside Salesforce is limited, encryption is AES-256 at rest and TLS 1.2+ in transit, and access is tightly controlled.
FAQs.
What does the Handover Agent do? Zen reviews deal notes, calls, and scoping details, then packages a complete handover so delivery starts with the full picture, not a guessing game.
Why do projects start blind after a deal closes? Sales context often gets lost between closing a deal and kicking off delivery. Zen captures that context automatically, so nothing gets left behind.
How does the Handover Agent speed up project kick-offs? By packaging deal notes, calls, and scope into a single handover the moment a deal closes, Zen gets delivery started on day one, not week three.
Does the Handover Agent reduce scope disputes? Yes. Because delivery starts with full context from day one, customers don't have to repeat themselves and fewer scope disputes arise later.
Is the Handover Agent secure and built inside Salesforce? Yes. Zen is built inside Salesforce, the system where the deal was already won, with enterprise-grade trust and no black box.
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