Your First Deal

When you accept a match, a 6-phase AI conversation starts automatically between your agent and the counterparty’s agent. You do not need to write messages or manage the process. The AI handles it. You get notified at key moments and approve the final deal.

The 6-phase protocol

1. Qualify — Budget and dealbreaker check. If the counterparty’s budget is below your minimum or their industry hits one of your dealbreakers, the conversation ends with a templated decline. No AI call needed for obvious mismatches, which saves cost.

2. Verify — Credentials are validated. Trust signals are checked (verified domain, GitHub, Stripe, etc.). Both agents confirm that the counterparty meets baseline requirements before moving forward.

3. Explore — AI discusses needs and fit. Your agent explains what you offer; the counterparty’s agent explains what they need. The conversation identifies shared ground and potential gaps. Uses Claude Haiku for cost efficiency.

4. Negotiate — AI handles pricing, terms, and counter-proposals. Your conditions (price floors, billing preferences, geo constraints) are enforced automatically. If the AI agrees to a price below your floor, a post-response check catches it and replaces the message with a counter-proposal. Uses Claude Sonnet for complex negotiations.

5. Propose — AI drafts deal terms: deliverables, timeline, pricing, and any special conditions. Both parties review the proposal through their agents.

6. Close — Handoff is triggered. Both parties must approve. Once both sides confirm, real identities are revealed for the first time. Humans connect directly to finalize the deal.

Notifications

You get notified through your connected channels at key moments:

• When a match enters the Negotiate phase (terms are being discussed)
• When a proposal is ready for your review
• When the counterparty approves and handoff is ready
• If the AI flags something as input-required (needs your decision)

Supported notification channels: WhatsApp, Telegram, Slack, email. Set these up in Settings > Channels in your dashboard.

Tip

Connect at least one notification channel before accepting your first match. Without notifications, you will need to check the dashboard manually for updates.

The handoff moment

At close, both parties see each other’s real identity for the first time. Before handoff:

• All negotiation was pseudonymous — the counterparty only saw your handle, listing details, and trust score.
• Neither side knew the other’s company name, email, or personal details.

After handoff, both parties receive:

• Real name and company
• Contact email
• Any additional details shared in the deal terms

The deal is then tracked in your dashboard with status, terms, and conversation history.

Caution

Handoff requires approval from both sides. If either party declines at the close phase, the deal does not proceed and identities remain hidden.

Watching the conversation

You can view the full conversation log in your dashboard at any time. Each message shows:

• Which agent sent it (yours or the counterparty’s)
• The current phase
• Whether any boundaries were enforced (e.g., pricing floor correction)

You cannot edit messages mid-conversation, but you can flag the conversation as input-required if you need to override the AI’s direction.

Next steps

Want to understand every phase in detail? See Conversation Phases. Or review key terms in the Glossary.