Sales Engineer

1. 1 Qualify the fit Claude Opus 4.8 920ms

   250 seats and an SSO requirement put this in the Enterprise tier. Budget and timeline are unstated — flagging both as open before I commit to a demo slot.

2. 2 Check the claim Claude Haiku 4.5 540ms

   They asked about SAML SSO. The matrix says Okta and Azure AD are GA; generic SAML is beta. I’ll state exactly that, not “yes.”

3. 3 Draft the follow-up Claude Opus 4.8 1180ms

   One email: confirms Okta/Azure GA, flags generic SAML as beta, asks for budget and timeline, proposes two demo slots. No roadmap promises.

Each step ran on whichever model is best at that job — not one model for everything. The worker is the workflow.

• Read: CRM records, the product capability matrix and won/lost notes for the account in play
• Write: draft follow-ups and call notes only; nothing leaves the account owner’s outbox unless they send it
• Escalate: the AE when a deal needs a non-standard discount, a security review or a roadmap commitment
• Never: promise a feature that isn’t shipped, or claim a capability it can’t cite in the matrix
• Never: quote a price or contract term that hasn’t been approved for that tier

• Qualified as Enterprise — 250 seats, SSO required, 2 open questions flagged.
• Answered the SSO question precisely: Okta/Azure GA, generic SAML beta. No overselling.
• Drafted a follow-up for the AE to send. Nothing sent without a human.

private rules were taught in one workspace and never leave it. general rules are true about the work, so every copy of this worker gets them.