For Sales Teams

💡 Close more deals: activity discovery, forecasting, lead research, competitor intel.

⏱️ 10 min read

What you'll learn

How to use Ask to search deal history and forecasts
Understanding deal-risk findings and how to respond
Using activity discovery to find top performers
Hiring agents to automate repetitive sales tasks

Typical Sales Workflows

Daily: Open Today to see which deals moved, which are at risk, and which need attention.

Weekly: Check Signals → Revenue report to see win/loss trends and forecast health.

Ongoing: Ask questions like "Where's our pipeline stuck?" or "Who's my top account this quarter?"

Common Agents

Sales teams typically hire:

Deal Wrapup — auto-summarize closed deals for the playbook
Forecast Health Check — flag deals stalled >7 days with no activity
Win/Loss Analyzer — summarize why deals closed (or didn't)
Competitor Watch — alert when a competitor is mentioned in Slack/email

Still stuck?

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