Private pilot workspace for agency teams

PipelinePilot AI

Secure agency intelligence your clients can use without ever seeing your code.

Provision a licensed customer workspace, let them upload a CSV, run the analytics stack behind the scenes, and deliver a private dashboard with key drivers, uplift segments, lead explanations, revenue impact, and a scoped copilot for improvement guidance.

1. Upload

CSV-first onboarding with defensive normalization and warning capture.

2. Analyze

Typical dashboard generation time is 30 to 120 seconds for a few hundred rows.

3. Improve

Lead queue, uplift targeting, revenue story, and a human-reviewed copilot chat.

Private licensed workspace

Agency-first interpretation

  • SEM identifies which constructs most influence proposal acceptance and wins.
  • Key drivers translate model strength plus current performance into “fix this first”.
  • Uplift identifies where focused high-touch effort can create real conversion lift.
  • SHAP explains why any lead deserves priority or caution.

Customer-facing promise

Buyers get a branded dashboard, secure uploads, and a scoped interactive agent. Veloryn keeps the implementation and codebase private.

Key drivers

Turn agency pipeline data into a ranked list of what actually moves proposal acceptance and wins.

Uplift targeting

Find out who should receive a strategy audit and who should not consume expensive follow-up time.

Revenue focus

Translate model output into expected lift, target counts, and human-reviewed next actions.

What the agent can do

  • Explain why certain leads are persuadable or lower priority.
  • Recommend playbooks to improve proposal acceptance and closed-won rate.
  • Summarize key drivers and revenue impact for a client-facing review.
  • Reject unrelated requests with an explicit out-of-scope response.

Delivery model

Paid customers are provisioned into their own workspace and receive a unique access link. Their purchaser details, invite emails, license state, imports, and analysis runs stay in the product database so Veloryn can manage onboarding without exposing internal tooling.