Product

Introducing Agents 2.0: pipeline hygiene that runs itself — with you in the loop

Agents now update fields, log calls, chase next steps and flag slipping deals on their own — and every change arrives with a receipt. Here’s what shipped, and what 1.4 million beta actions taught us.

Daniel Okafor

VP of Product

4 min read

When we launched Agents last October, they behaved like polite interns: they drafted follow-ups, suggested field updates and waited for someone to click Approve. Customers loved the drafts and ignored the approvals. By month three, the median team had 240 suggestions sitting in a queue nobody opened. Agents 2.0 fixes that — not by taking people out of the loop, but by deciding, carefully, where the loop actually needs them.

What’s new in Agents 2.0

The headline change is autonomy with guardrails. You now choose, per agent and per field, whether Veyro acts on its own, acts and notifies, or asks first. Most beta teams settled on the same pattern: let agents own the busywork, and keep humans on anything a customer will see.

  • Autonomous CRM updates. Close dates, stages, next steps and contact roles, written back to Salesforce or HubSpot within 90 seconds of the Signal that justified them.

  • Receipts on every action. Each change links to the call snippet, email or billing event behind it, and can be reverted in one click.

  • Follow-up Playbooks. Agents draft the recap, the mutual action plan and the chase email, then hold them for the rep’s approval.

  • Risk escalation. When a Deal Health score drops more than 15 points in a week, the owning agent opens a thread with the rep and their manager, evidence attached.

Under the hood, agents now share one memory per account. The agent that logs a call knows what the follow-up agent promised in last week’s email, and the risk agent can see both. That sounds like plumbing, and it is — but it’s the plumbing that stops two agents from sending a buyer contradictory next steps on the same afternoon.

What 1.4 million agent actions taught us

Forty-one teams ran Agents 2.0 in private beta for eleven weeks. Across 1.4 million actions, reps reverted just 0.8% — and the reverts clustered in two places: close dates on multi-threaded enterprise deals, and stage changes triggered by out-of-office replies. Both now default to ask-first, and the out-of-office bug is gone for good.

The bigger surprise was what happened to the data itself. Beta teams went from 61% to 94% of open opportunities with a next step dated in the future. That single number did more for forecast accuracy than any model change we shipped this year.

We also learned that speed matters more than polish. Teams whose agents wrote back within two minutes of a call ending came to trust the updates three times faster than teams on nightly syncs. So every write-back in 2.0 happens in near real time, and the nightly batch is retired.

“We stopped running Friday CRM cleanup in week two. Nobody announced it — the queue was just empty.”

— Priya Raman, Director of Revenue Operations, Tidemark

Available today, and what’s next

Agents 2.0 is live for every Veyro workspace. Existing agents keep their current settings until an admin changes them, so nothing flips to autonomous without someone choosing it. Next up: agents that work across renewals and expansion, reading product usage from your warehouse to spot accounts ready for a bigger conversation.

Want early access to the renewal agents? Reply to your CSM or ping us in the in-app chat. We read everything — and now, so do the agents.

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