Your AI coach

Ask any of your most pressing deal questions, it'll guide you!

Patrick Monnot avatar
Written by Patrick Monnot
Updated over a week ago

There probably is no worst feeling than being grilled about a deal and not knowing the answer.

But it's not your fault, you huggle between 20-30 deals every month and information is spread 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 AI coach - it has eyes everywhere and knows the answer to any of your deal questions. It's like magic, but it's very real πŸͺ„πŸͺ„πŸͺ„

Here are a few steps to access it in your Pod workspace:

A. Navigate to 'Ask Me Anything' bot πŸ”

First, you'll need to access the deal timeline (see more details here)

  • Open up your Pipeline View

  • Identify a deal you'd like to dig into (use our filters or custom views as needed)

  • Click on the "Gantt" icon at the extreme right of the row

Then, jump into the Knowledge Center (see more details here)

  • Click on the "light bulb" icon at the top-right of the screen

  • The Knowledge Center side drawer will show up

  • Click on the "Ask Anything" tab

B. Ask a question about your deal πŸ“£

You can choose from a range of 30+ templated questions about your deal. You have 2 options

  1. Proposed prompts: Look at the proposed prompts at the center of the window and click on the one you want to select.

  2. Manual prompts: Use the input box at the bottom of the window. Type your question and select the closest questions from the autocomplete dropdown.

C. Get a concise answer based on your notes 🧐

Pod AI Coach will provide a synthesized answer if it knows the answer to your question or will clearly say if it can't. No hallucination here!

You can simply re-write a new question using the input box at the bottom of the window or click on the "Reset" icon at the top right of the window.

You can ask as many questions as you'd like.

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πŸ’‘ 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!

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