Banking
Corporate pipeline with regulated offers. Proactive contract screening, morning briefs across the network, and churn signals on at-risk credit lines.
See the industry →Polyant is the software to build AI agents inside the commercial team's flows. Commercial briefs ready at the start of the day, contract screening before sending, customer abandonment signals identified ahead.
What changes is where the day's summary lands: no longer in the inbox of those who must build it, but on the desk of those who must use it, at the start of the day, with yesterday's numbers already done. What changes is the time it takes to notice a customer drifting away: hours instead of weeks. What changes is the moment when legal enters the process: before the proposal is sent, not after the signature.
These are some of the changes that become visible in the week's work, before the quarterly reports.
For a large company's sales team, a squad of agents works outside operating hours too. Each agent does its part and hands the work over to the next, under the same configuration and the same audit registry.
Commercial summaries prepared outside the team's operating hours, with pipeline, meetings, and emails from the day before: the summary is ready before the morning meeting.
See the agentAnalysis of the commercial team's emails: suggestions on tone, message clarity, and commercial coherence, customer by customer.
See the agentIdentification of customer abandonment signals before the relationship ends: highlights patterns consistent with churn risk and brings them to the team's attention.
See the agentPre-screening of contracts and regulated proposals before sending to the customer, for industries where the contract goes through legal before signature.
See the agentFor a large company's sales team, a squad of agents works outside operating hours too and delivers the summary in the morning.
For the head of sales at a corporate bank, the day starts on Slack. RevOps Brief ran overnight, reading outbound emails, CRM tickets, calendar events, and updated deals. The summary appears in the channel with direct links to each customer's CRM record. Three active customers to push, two deals at risk for prolonged silence, five follow-ups requiring a head-of-sales decision.
In a few minutes, the sales lead approves the priority actions directly in the Slack thread. RevOps Brief captures the decision, notifies in each customer owner's channel with the day's priorities, and logs the next action on every deal in the CRM. No screen switching, no menu items.
A sales rep clicks "Send" on a corporate proposal that requires legal authorisation. The system intercepts the message and triggers Compliance Scan. The agent detects a reference to a sensitive financial instrument with no mandatory disclosure included, and suggests two revised versions in a panel alongside the message. The sales rep selects the revision, applies it, and the message then sends. The audit registry records the decision trace: the rule triggered, the alternative chosen, and the handling time.
The two agents connect to different systems — Slack and CRM for the first, email and the internal proposal-generation system for the second — but pass work state through shared memory and follow the same instance configuration. An operating model where specialised agents work together under the same rules and the same audit registry.
Exelab has commercial experience across multiple industries. In each one, the commercial side has different constraints and relevant agents. The regulatory detail and the specific cases live on the industry pages.
Corporate pipeline with regulated offers. Proactive contract screening, morning briefs across the network, and churn signals on at-risk credit lines.
See the industry →B2C/B2B pipeline on regulated policies. Pre-screening of contracts with mandatory disclosure, commission summary outside operating hours for the agent network, alerts on customers in renewal.
See the industry →Retail and business pipeline on energy and gas. Offer checks against regulated disclosures, alerts on customers in the switch window, summary of conversations with customer service.
See the industry →Other regulated industries
Healthcare, public sector, and other regulated contexts have specific commercial dynamics: discovery serves to understand where the customer's needs sit and to build the agent for the industry where the commercial team actually operates.
Polyant is designed to integrate with the corporate systems already present in the customer's perimeter. Several connectors are available for the most common platforms, which agents query as tools when needed. For proprietary systems, industry management systems, and less common enterprise platforms, the integration is delivered during the project by the Exelab team. The logic is the same throughout: the agent talks to the tools, the tools talk to the APIs of the customer's system.
The typical timeline for a first Sales agent is 4–8 weeks: discovery, configuration, integration with the customer's systems, and handoff to the operations team. The main factor is the integration with the customer's systems. When the systems are already covered by ready connectors the time shrinks. For proprietary or industry-specific systems the Exelab team builds the integration inside the delivery project. The effective duration is defined in discovery on the real case.
Operational management of the agents, including rule changes, prompt updates, and configuration evolution, stays with the customer's team via the graphical admin panel or directly in TypeScript. Above this level, Exelab provides managed services: software infrastructure management, product maintenance and updates, operational support with contractual SLA. The three managed profiles are Core, Advanced, and Ultra, each calibrated to the customer's specific level of operations, criticality, and compliance requirements. When the customer wants to delegate agent management as well, professional services kick in separately. The detail of the managed profiles is on the /managed page.
Value is measured across three types of outcome: time reclaimed by the commercial team against the pre-agent baseline, on meeting preparation activities, email analysis, building the week's briefs. Risk intercepted before sending, on regulated contracts, out-of-standard proposals, communications with personal data in cleartext. Pipeline controlled on business lines at risk of customer churn, with anticipation against cancellation. For each agent deployed, a numerical baseline is established during discovery and tracked through the first weeks of operation. The agents featured on this page are illustrative examples: the real indicators depend on the specific agents the customer chooses to build for the commercial team.
A 30-45 minute conversation to understand how Polyant for Sales applies to the customer's needs and how long it takes for the first agent in production.