Sales / Sales Engineering Live
Requirements Clarity Check
Take rough requirements from a discovery call and turn them into ones an engineer could build against — with everything still ambiguous written as a question rather than resolved by guessing.
About the Agent
Challenges Requirements Clarity Check addresses
Done by hand, sales engineering means gathering requirements as captured, working through 2 separate passes over the same material, then producing how buildable is this?, requirements, restated and ask the customer. None of it is difficult and all of it is exacting, which is the combination people are worst at holding. The errors that matter are the ones a tired reader does not notice, and they surface later — in a reconciliation, or in somebody’s reply. It waits until someone remembers it, which is usually the point at which it has become urgent. As volume grows the work does not get harder, only longer, and the first thing to go is the checking.
Requirements Clarity Check runs that same sequence end to end and returns the result as structured artefacts. What it cannot settle it hands over rather than guesses at, and your correction is kept: it asks “Could an engineer work from this?” after every run, and those answers become the set it is measured against. Nothing that moves money, alters a contract or reaches a customer executes without human approval, and every action is written to an audit log. The gain is in the volume that no longer has to be read, not in removing the judgement.
How it works
Step 1: Structuring the requirements
First of 2. It works from requirements as captured and feeds the step after it.
Key Tasks:
- Working from the run so far: This step takes requirements as captured and carries it toward step 2.
- Following the same rules each time: The behaviour is configuration rather than judgement made fresh per run, so sales engineering is handled the same way every time.
- Surfacing what it cannot settle: Anything ambiguous is passed on as ambiguous rather than resolved silently.
Outcome:
- Passed on: The result passes to the next step, with anything unresolved carried forward as an open item rather than dropped.
Step 2: Writing the clarifying questions
Last of 2. It takes what step 1 produced and produces how buildable is this? and requirements, restated.
Key Tasks:
- Writing from the run, not from a template: The text is built from what this run actually found, so two sales engineering outputs differ where the underlying records differ.
- Leading with what needs a decision: The exceptions come first and the routine detail follows, because the reader is deciding rather than reading.
- Staying inside the evidence: Nothing appears in the text that is not supported by a record the run examined. Gaps are stated as gaps.
Outcome:
- Artefact ready: A finished artefact, traceable line by line to the records behind it, ready for a person to accept or correct.
Step 3: Your review, and what it changes
The run ends with a person, not with a result being filed.
Key Tasks:
- Asking a specific question: It asks “Could an engineer work from this?” rather than for a rating. A question about this run is answerable; a score out of five is not.
- Keeping the correction: What you change is recorded against the case that produced it, so the disagreement is retrievable rather than absorbed.
- Building the evaluation set: Those cases become what the agent is measured on. It is scored against your judgement rather than against a general benchmark.
Outcome:
- A measured agent, not an assumed one: The cases Requirements Clarity Check handles well and the cases it does not are both visible, and the second list is the one that decides what changes. Nothing is retrained silently on the back of a single correction.
Why use Requirements Clarity Check?
- Scored, with the working shown: Scores arrive with their component criteria rather than as a single number, so you can disagree with a criterion instead of only with the total — and two items with the same profile score the same on every run.
- A batch is one run, not a hundred: It works the whole set in a single pass and returns a row per item with its verdict, so the volume that needs no attention never has to be opened.
- Corrected by the people using it: After each run it asks “Could an engineer work from this?”. Those answers become the evaluation set, which means it is measured against your judgement rather than ours.
- Reads and reports, does not act: It returns a result for review rather than writing changes back on its own. Anything that moves money, alters a contract or reaches a customer needs human approval first.
- Structured results, not prose: All 4 artefacts are structured — how buildable is this?, requirements, restated and ask the customer — so a result can be scanned, sorted and acted on instead of read end to end.
Oversight
Runs under scoped, least-privilege credentials with every action written to an audit log. Anything that moves money, alters a contract or reaches a customer requires human approval before it executes.
Sales Engineering
Other agents in sales engineering
Pipeline, proposals, renewals and the CRM hygiene underneath them
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Turn agreed requirements into acceptance tests the customer would sign off — each traceable to a requirement, prioritised, with the untestable ones named.
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Describe what the customer needs and get a solution architecture written against your own standards, with every component justified and every deviation from standard called out.
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Score which solution components actually fit a customer's requirements, by feasibility rather than by what would be nice to sell.
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Paste discovery notes and get them turned into user stories with acceptance criteria — and an explicit list of what the notes do not say clearly enough to write.
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Check an account plan against what a plan is supposed to contain — whether its actions have owners, whether its targets are grounded, and whether it says anything the data does not support.
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Name an account and get external signals searched for anything that changes your plan — funding, restructures, leadership moves, regulatory news — with what is corroborated separated from what is rumour.
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Next Step
Deploy Requirements Clarity Check, or adapt it
It runs as-is. Most deployments diverge — a different source system, a different tolerance, a different approval path. A 30-minute technical call establishes which.