What is the AI coach? 🤖
There probably is no worse feeling than being grilled about a deal and not knowing the answer. We know... It's not your fault. You have to juggle between 20-30 deals at a time. Information is scattered across your notes, your emails, account plans, your Salesforce, and more. How can they expect you to always know the answer?!
Pod is now your new AI pipeline coach - it has eyes everywhere and knows the answer to any of your deal questions. It's like magic, but it's very real 🪄
The AI coach is a chatbot - a conversational interface - you can ask any questions about
How to use the AI Coach?
Navigate to your AI Coach 🔍
You can find your AI coach throughout the application:
At the bottom-right of your screen (anywhere in the platform), you'll find the
mini-appsbutton. Hover your cursor over it to make the apps appear and click on the AI coach. The AI coach drawer will appear.
In Atlas, a chat icon is placed at the top right of the Prioritize, Organize, and Develop panels. Click on any of them to open a pre-set list of questions
Getting started with the AI coach 📣
We know chatbot. If you don't know what you can ask, it's difficult to know how to make the most the them. We got you in Pod!
When you open the AI coach, you'll be greeted with a simple home screen showing 4 (four) categories of questions you can ask:
General Questions
Scheduling Questions
Pipeline Questions
Sales Skills Coach
Don't worry, you can always simply type in your question directly as well.
Click on any of the categories to find 4 suggested questions. These questions will vary based on where you are in the application as well as your platform history.
Find more details in the Suggested Questions in the AI coach article in our Resource Center.
What data does the AI coach have access to?
Pod AI Coach knows. It has access to your data, so it can give it to you straight.
Here is the list of data sources that power the AI coach:
CRM data (record details, activity, etc.)
Notes
Tasks
Calendar meetings
Emails
Pod alerts & recommendations
Pod deal prioritization
We have a roadmap of additional data sources we're working hard to integrate into the AI coach. Let us know if we're missing anything.
Find more details in the Data Powering the AI Coach article in our Resource Center.
Conversation with the AI coach
You're now ready to get started. Go ahead and ask any question, the AI coach will quickly give you a response.
For any response, give feedback by clicking on the 'thumbs-down' button. The AI coach will learn from it and improve.
You can copy an answer by clicking on the 'copy' button.
Click on the 'Clear' button to go back to the AI coach home menu.
When does the AI coach help?
The AI coach is always by your side. It's there to answer your most pressing sales questions - whenever that might be.
When you're starting your day - ask about the most important things to focus on today.
When you're cleaning up your CRM - ask about details of a specific record.
When a deal is stuck - ask the AI Coach for strategic insights tailored to your specific deal.
When you prepare for a customer meeting, ask for a summary of the past meeting notes.
And much more...
💡 Need help? Send us a message via the in-app chat or email us at [email protected].
🤝 Want to talk to someone? Book a session with one of our specialists!