devLap

How I Built a Sales Agent That Actually Remembers Your Prospects

python dev.to

Copy this entire block and paste it into Dev.to:

Every sales tool I've used has the same problem: it forgets everything the moment you close the tab.

Your CRM has notes, sure. But your AI assistant? Blank slate every single conversation. Ask it about a prospect you've been working for three months and it treats them like a stranger.

I built something different. A sales agent that remembers every objection, every discussion, every commitment — across sessions, across restarts, across days.

What It Does

Deal Intelligence Agent is a sales assistant built on three layers:

  • Hindsight for persistent memory across sessions
  • cascadeflow for intelligent model routing and cost control
  • FastAPI + React for the backend and UI

A sales rep opens a prospect, has a conversation, ends the session. Next day, different server instance, they ask "what objections has Acme raised?" — the agent recalls exactly what was discussed, including specific dollar amounts and concerns raised days ago.

The Memory Problem

Most AI agents store conversation history in memory. That works fine until the server restarts, the session ends, or you switch devices. Then everything is gone.

Hindsight solves this with a persistent memory bank per entity. Each prospect gets their own bank:

def _bank_id(self, prospect_id: str) -> str:
    return f"prospect-{prospect_id}"
Enter fullscreen mode Exit fullscreen mode

Every exchange gets retained after each turn:

client.retain(
    bank_id=bank_id,
    content=f"[{role.upper()}] [{timestamp}] {content}"
)
Enter fullscreen mode Exit fullscreen mode

Before each response, the agent recalls relevant context:

results_raw = client.recall(bank_id=bank_id, query=query)
if hasattr(results_raw, 'results') and results_raw.results:
    memories = [r.text for r in results_raw.results[:max_results]]
Enter fullscreen mode Exit fullscreen mode

Key lesson: Hindsight returns a RecallResult object, not a list or dict. I spent two hours debugging because my parser was doing isinstance(results, list) checks that always failed silently. Always print the raw response shape before writing your parser.

The Before and After

Session 1 — no prior context:

Rep: "They objected to the $50K price"
Agent: "I don't have prior context on this prospect.
        Can you tell me more about their concerns?"

memory_source: none
memories_recalled: 0
Enter fullscreen mode Exit fullscreen mode

Session 2 — after server restart, completely new session:

Rep: "What objections has Acme raised?"
Agent: "Acme raised a price objection of $50,000 in
        our last discussion..."

memory_source: hindsight
memories_recalled: 5
Enter fullscreen mode Exit fullscreen mode

That delta — generic to specific — is the entire value proposition. Without Hindsight's agent memory, session 2 is identical to session 1. With it, the agent compounds knowledge over time.

Intelligent Routing With cascadeflow

Running every query through a 70B model is expensive and unnecessary.

cascadeflow handles routing automatically:

route_result = await self.router.route_query(
    messages=messages,
    complexity_hint=self._estimate_complexity(message),
)
Enter fullscreen mode Exit fullscreen mode
  • Simple queries → llama-3.1-8b-instant at $0.00005 per call
  • Complex analysis → llama-3.3-70b-versatile at $0.00032 per call

Every decision is logged — model selected, cost, complexity, reasoning. Most sales conversations are simple status checks. Only strategic analysis needs the expensive model. Across 100 queries the cost difference is significant.

Session Summaries via Hindsight reflect()

After each conversation, the agent synthesizes everything:

result = client.reflect(
    bank_id=bank_id,
    query="Summarize key points, objections raised, "
          "deal stage, and recommended next action."
)
Enter fullscreen mode Exit fullscreen mode

Output is a structured summary — discussion points, prospect sentiment, objections, and a specific next action. This becomes the handoff document between sessions.

Three Things I'd Do Differently

  • Test your recall parser against the actual response object on day one. Don't assume the shape. Print the raw response first.
  • Add a health check endpoint. I had Hindsight silently falling back to local memory for hours without knowing. A simple retain-then-recall test at startup would have caught this immediately.
  • Classify intent instead of counting words. My complexity heuristic uses word count. Classifying the request type — question vs analysis vs drafting — is more reliable.

What's Next

The current version handles single-rep conversations. The obvious next step is multi-rep shared memory — where a prospect's history is visible across the entire sales team.

Code: github.com/dpkpaswan/deal-intelligence-agent
Hindsight docs: hindsight.vectorize.io
cascadeflow docs: docs.cascadeflow.ai

Source: dev.to

arrow_back Back to Tutorials