Recommended Actions

AI monitors opportunity updates and recommends actions to help bring the deal to a close. To generate recommendations, the AI agent considers:

• All engagement on the opportunity so far, including opportunity updates and the text of emails, call logs, and notes

• The collateral uploaded to the sales play during setup

• The high-level activities required to complete the sales motion associated with the sales play

Recommendations prioritize customer requests in incoming emails and scheduled activities over activities intended to advance sales motion objectives. For example, if a customer requests a meeting or collateral in an email, that request becomes a high-priority recommendation.

Salespeople can take action directly from a recommendation. For example, if the recommendation is to schedule a demo, you can:

• Send an email invitation prepopulated with an agenda, proposed times, and a link to relevant collateral from the sales play.

• Schedule the demo on your calendar and send the invitation.

• Call the contact and log the call.

• Prepare for the demo by generating and refining talking points in the Deal Advisor.