A platform can provide monitoring, evaluations and approval features. Someone still needs to configure them, investigate failures and decide whether the output is useful. The same responsibility applies to a managed service: agree who reviews failures, who changes the workflow and who handles business exceptions.
For stalled-deal monitoring, keep qualification separate from drafting. Define pipelines, open stages, inactivity thresholds and exclusions, then show the activity evidence behind each flag. AI may help summarize notes or propose a follow-up; it should not decide which deals qualify as stalled.
Start with a small sample. Let reps edit, approve or skip drafts, and track whether recommendations are actionable and lead to replies, meetings or deal progression. Expand only when the workflow proves useful repeatedly. Before signing, also agree data access, retention, export options and the handover plan; do not assume every configuration can move unchanged to another tool.