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Explore The Revenue AI Platform

To explore the Revenue AI Platform, follow these steps:

  1. Open the Analytics page to view all your conversations and opportunities in one place. This gives you a complete view of performance and pipeline.

  2. Go to the Conversations tab and select any recorded sales call to begin using Revenue AI.

  3. Once the call is open, review the AI-generated summary automatically created for quick, accurate insight.

  4. Use the AI follow-up tool to generate a complete email summarizing the conversation’s key points and next steps. It’s automatically saved in your drafts.

  5. Navigate to the Scorecards tab where every conversation is automatically scored using your custom selling methodology.

  6. Visit the Coaching Feedback tab to access AI-generated coaching insights that make it easy to deliver targeted feedback at scale.

  7. On any conversation, click the Revenue AI chat icon in the bottom-right corner to ask a question.

  8. Watch the video demo to see how you can ask Revenue a question and receive an instant AI-generated answer.

  9. Use Ask Revenue to get contextual answers tailored to the conversation, including recommended next steps and insights.

  10. Go to the Scorecards tab to build custom rubrics, track rep performance, and coach teams more effectively.

  11. Build, assign, and monitor scorecards for any team, role, or selling methodology.

  12. Open a scorecard to view team performance trends and identify areas for improvement.

  13. Easily spot top performers and understand where additional support is needed.

  14. Watch the video demo on how to create and configure a scorecard, including a sample rubric for Account Executive calls.

  15. Head to the Opportunities page to view, track, and manage every deal in one central location.

  16. Use the opportunity dashboard to access all your opportunity data, including activity history and upcoming steps.

  17. Open any opportunity to see the full deal context, meeting history, next steps, and manager-level insights.

  18. View an AI-generated summary of the opportunity so that everyone stays aligned, even across a large pipeline.

  19. Ask Revenue for guidance on any deal using suggested prompts or your own questions.

  20. Watch the video demo showing how Ask Revenue provides real-time guidance based on deal history and past conversations.

  21. Use Ask Revenue’s answers to move deals forward, uncover next steps, and even auto-fill Salesforce fields with insight-rich data.

  22. Quickly surface deal timelines, contact roles, and key insights pulled directly from your conversation history.