Deal Advisor: An AI Subject Matter Expert

As they work, salespeople can ask questions in the Deal Advisor chat. Deal Advisor is based on the documents uploaded to the sales play and the best-practice sales strategy defined in the sales motion. It can also access sales information captured in the Sales application.

Deal Advisor can answer questions and help salespeople refine generated emails and talking points.

Important: Deal Advisor is grounded to the:

• Information uploaded to Sales Orchestration during setup
• Information captured in the opportunity itself
• Sales data in the Sales application that the salesperson has permission to access.