FieldPortal · Energy Exemplar
DMDiego Marshall
Agent activity report · Week 12

What your five agents did this week.

Per-agent breakdown of every Tier-1 decision, draft, and signal scored across NA energy markets. Forwardable to your board as a one-page brief.

DM
Diego Marshall
VP Sales NA · Energy Exemplar
Meetings booked
9
+2 vs prior week
Pipeline influenced
$14.2M
+22% vs prior
Signals processed
73
across 10 sources
Replies handled
28
24 drafted · 4 escalated
Human touch
14.3%
of decisions reached Rhea

Signal Intelligence

Detection · Sonnet
73
accounts scored
Surfaced 4 IRP cycle entries and 3 hyperscaler PPA announcements this week.
  • 01Bombora intent surge on stochastic IRP modeling sustained 2 weeks running+318%
  • 02Three hyperscaler PPA structuring signals (Microsoft, Google, Oracle) classified Tier-1 within 48h3 / 3
  • 03Promoted Duke Energy from Tier 2 → Tier 1 on the 4-signal cluster+1 tier

Outbound Personalization

Activation · Opus + Sonnet
18
sequences live
Drafted 96 first-touch emails — 11.4% reply rate, anchored on IRP cycles and competitor displacement.
  • 01Tier-1 sequences (Opus) reply rate 11.4% vs Tier-2 Sonnet at 7.6%11.4%
  • 02Sequence IRP-Cycle-Q3 booked 3 meetings off the first email alone3 mtgs
  • 03Multi-product Duke Energy sequences (PLEXOS + Datasets + Cloud) approved by Rhea inside 14mapproved

Reply Handler

Triage · Sonnet
28
classified · 24 drafted
86% drafted autonomously. Four replies escalated to Rhea.
  • 01Hit <0.75 confidence four times — all escalated correctly4 / 28
  • 02Avg classifier latency 1.4s end-to-end1.4s
  • 03Classified Duke's "we're not actively shopping" reply as interested:requesting_collateral — high intent under soft framingon point

Account Intelligence

Research · Opus
9
Tier 1 plans refreshed
Refreshed Duke, NextEra, Vistra, Constellation, and AEP this morning.
  • 01Identified Priya Krishnan as the data-center load forecasting champion at Duke+1 persona
  • 02Generated 3 talk tracks anchored on each persona's use case (IRP / capability / data center)3 tracks
  • 03Surfaced Ascend EnCompass migration window at Duke from internal Levitan engagementcontext

Inbound Qualification

Qualification · Haiku
5
demo requests handled
Every inbound got a response inside 2m 10s.
  • 01Auto-qualified 4 of 5 inbounds — 1 routed to enrichment4 / 5
  • 02Median response time 2m 10s end-to-end2m 10s
  • 03Zero false negatives — every Tier-1 demo request reached a meeting0 misses

One operator. 298 energy market participants. 28 decisions a week.

412h
saved this week