Introduction to AI Agents
Learn how DealView's AI agents automatically monitor your contracts and prepare actions for your approval.
DealView's AI agents work 24/7 to monitor your contracts and surface important actions before they become urgent. Think of them as intelligent assistants that never miss a deadline.
How AI Agents Work
AI agents follow a simple but powerful workflow:
- Scan - Agents continuously analyze your contracts looking for specific conditions
- Prepare - When they find something actionable, they prepare a recommended action
- Queue - The prepared action goes into your Action Queue for review
- Approve - You review and approve (or reject) the recommended action
- Execute - Once approved, the agent executes the action automatically
AI agents never take action without your approval. Every recommended action requires explicit approval from a team member before execution.
Available Agents
DealView includes three specialized AI agents:
Renewal Agent
Monitors contracts for upcoming expirations and prepares renewal notices.
- Scans for contracts expiring in 30-90 days
- Generates professional renewal notice emails
- Considers auto-renewal clauses and notice periods
- Prioritizes based on urgency
Risk Agent
Flags high-risk contracts that need immediate attention.
- Identifies contracts with high overall risk scores
- Analyzes specific risk factors (liability, indemnification, termination)
- Suggests mitigation strategies
- Creates review reminders
Obligation Agent
Tracks upcoming obligations and deadlines.
- Extracts obligations from contract analysis
- Monitors payment dates, reporting deadlines, and milestone dates
- Sends reminders before deadlines
- Tracks obligation status
The Action Queue
All agent recommendations appear in your Action Queue (accessible from the sidebar). The queue shows:
- Pending Actions - Awaiting your review
- Priority Level - Urgent, High, Normal, or Low
- Agent Type - Which agent created the action
- Contract Link - Quick access to the relevant contract
- Proposed Action - What the agent recommends doing
Getting Started
AI agents are enabled by default for all workspaces. To see them in action:
- Upload contracts with expiration dates, risk factors, or obligations
- Wait for AI analysis to complete
- Check the Actions page in your sidebar
- Review and approve recommended actions
AI agents work best with contracts that have been fully analyzed. Make sure your contracts have completed AI analysis for the most accurate agent recommendations.