Your revenue playbook.
Written for agents
Process Graph is the living playbook every Oliv agent reads before it acts. It documents your processes,
judgment calls, and company knowledge in a form agents can reason from, not just retrieve.
THE PROBLEM
90% of agentic AI projects fail for the same reason.
The processes were never documented.
CRM doesn't capture revenue playbook
It captures what happened on a call, not how a good call should go. Agents trained on CRM data learn your history. They do not learn your standards.
Any attempt to write the playbook, and it goes stale.
Teams that do document their processes find those documents drift within weeks. New exceptions get added verbally. Edge cases get handled informally. The written version stops reflecting reality.
Agents cannot figure out your playbook as they go.
You cannot solve a documentation problem at query time. If the rules, exceptions, and judgment calls are not captured before the agent acts, no retrieval system can reconstruct them on demand.
CORE DIFFERENCE:
SYNTHESIS OVER RETRIEVAL.
Build it before, not figure it out as you go.
Most tools try to answer questions about your company at the moment they're asked. Oliv builds the understanding in advance.
Finds the closest-matching document
Returns it with confidence
Cannot tell when a document describes aspiration instead of reality
Breaks when two sources contradict each other
Understands how your company actually operates
Knows when a question needs routing, not answering
Documents conflicts between sources instead of hiding them
Gets more accurate as your company operates
UNDERSTANDING PROCESS GRAPH
Your rules and exceptions, documented for agents.
A structured, maintained knowledge base that documents how your company operates. Think a set of linked documents where the proposal page connects to the approval page, which connects to the discount authority table, which links back to your ICP definition. Not how it is supposed to operate. How it actually does.
Customer Journey
Proposal and Approval Flows
ICP and Qualification
Pricing Logic
Discount Authority Chain
Competitive Positioning
Champion Identification
Escalation Rules
POC Process
Objection Handling
Churn Risk Signals
Renewal Playbook
Discovery Framework
Stage Progression Rules
Handoff Rules
Negotiation Guardrails
Deal Desk Process
Onboarding Checklist
Health Score Thresholds
Expansion Triggers
At-Risk Account
QBR Framework
Executive Sponsor Mapping
Pipeline Review Format
Data Governance Rules
Contract Templates
Security Review
Process Rep
Checklist Quota
Methodology
Competitive Displacement Playbook
Customer Journey
Proposal and Approval Flows
ICP and Qualification
Pricing Logic
Discount Authority Chain
Competitive Positioning
Champion Identification
Escalation Rules
POC Process
Objection Handling
Churn Risk Signals
Renewal Playbook
Discovery Framework
Stage Progression Rules
Handoff Rules
Negotiation Guardrails
Deal Desk Process
Onboarding Checklist
Health Score Thresholds
Expansion Triggers
At-Risk Account
QBR Framework
Executive Sponsor Mapping
Pipeline Review Format
Data Governance Rules
Contract Templates
Security Review
Process Rep
Checklist Quota
Methodology
Competitive Displacement Playbook
WHAT THIS UNLOCKS
Agents that act correctly, not just confidently.
When agents operate from Process Graph, they behave differently from agents that simply search documents.
An agent operating from Process Graph understands gaps and proceeds with caution. It loops in humans instead of acting confidently using outdated knowledge.
When RevOps changes the ICP, every Oliv agent reflects that change. No stale playbooks. No rep's agent working from old qualification criteria. One update, consistent across your entire revenue org.
A new AE's agent operates from the same foundational knowledge as your most senior rep's agent. The 6-month ramp still applies to the human. The agent does not need it.
HOW IT WORKS
Maintained by Oliv. Used by every agent.
Global Handbook
Shared across every agent in your org. Company ICP, approval flows, pricing logic, competitive positioning. When RevOps updates the ICP, every agent reflects that change immediately.
Agent Context
Each specialized agent also documents what it needs. The Proposal Agent holds the full approval playbook. The Prospector holds qualifying criteria. Focused context, no noise.
Personal Memory
Private to each rep. Current accounts, focus areas, working style. Maintained by their own agent and visible only to them.
THE FIRST-MOVER EDGE
The companies that build this first will be hard to catch.
Process Graph is not a feature that gets switched on. It is a practice that gets more accurate over time. As your company operates, as deals close, as processes evolve, the handbook updates. It reflects reality, not aspiration.
The companies that do this now will have agents that behave like experienced hires from day one. New reps' agents will start with the same foundation as your best rep's agent. That gap compounds in your favour.
Your playbook exists. It just hasn't been
written for agents yet.
Oliv builds Process Graph from how your revenue org actually operates today. No cleanup sprint. No months of documentation work. You bring the knowledge. We make it usable for every agent in your org.