Start here
Review a deal
Use these prompts in order, in one conversation.- Find the deal.
- Check the people.
- Check the commitments.
- Check the plan.
- Check the last meeting.
Prepare for a meeting
Look at the pipeline
Look at competitors
Map the buyers
Track commitments
Search what was said
Follow links between objects
Tips
Name what you want
Name what you want
“Show me deals” is vague. “Show me Enterprise deals in Negotiation over $200K” gives the tool filters to use.
Ask follow-up questions
Ask follow-up questions
Start broad, then narrow. For example, ask which deals are at risk, then ask what blocks one of them. The AI tool keeps the context of the conversation.
Ask what types exist
Ask what types exist
Ask “What entity types can you see?” The tool calls
ontology_types and lists the 23 types in the sandbox.