AI Chat
AI Assistant with knowledge of your deals and products
Overview
Paige is your team’s personalized AI Assistant. She uses resources in your DealPage Knowledge Base and your connected tools like a CRM, email, or meeting transcripts to provide instant, accurate, and definitive answers to your questions.
Leveraging our embedding and multi-step retrieval architecture, your team can build a SOTA, secure, and scaleable internal search engine in a few clicks. Rather than clicking through multiple apps, files, or messages to find what you need, just ask Paige through Slack, Chrome, or the DealPage web app.
She’ll respond instantly with relevant links and an answer. She can format her answer in any way you need, regardless of if you need an email, set of bullet points, or a markdown table.
Functions
Paige is an advanced AI Agent with the ability to understand your intent and take guided actions on your behalf. Here’s a breakdown of the functions she can perform and how you can tailor your questions to get the most out of her.
Knowledge Base Question Answering
You can ask Paige questions about your products, competitors, and more. She will respond with the most relevant information from your knowledge base. E.g. What data centers do we use to serve European customers?
Deal Question Answering
You can ask Paige questions about the deal, like who the decision maker is, what the timeline is, and more. She will respond with the most relevant information from your CRM, email, meeting transcripts, and other connected tools. E.g. Who is the decision maker in our deal with Acme Corp?
Document Retrieval
You can ask Paige to find links to documents, like a case study, pitch deck, or contract. She will respond with links to the most relevant documents from your knowledge base. E.g. Can you find the document detailing use cases of our Slack bot?
Workflows
You can ask Paige to perform actions, like responding to an email, filling out a security questionnaire, or personalizing a ptich deck. E.g. Can you personalize our intro pitch deck for my meeting with Acme corp?
Channels
You can interact with Paige through Slack, Chrome, or the DealPage web app.
Slack
You can ask Paige questions in any channel or direct message. She will respond with the most relevant information from your knowledge base or deals, based on your question.
There are 3 primary ways teams use Paige in Slack:
- Knowledge Base Question Answering in Shared Channel: Add Paige to a joint channel with your AEs, SDRs, and AMs. They can ask questions about your products, competitors, and more. Paige will respond with the most relevant information from your knowledge base.
- Deal Question Answering in Deal Channel: Add Paige to a deal channel with your AEs, SDRs, and AMs. They can ask questions about the deal, like who the decision maker is, what the timeline is, and more. Paige will respond with the most relevant information from your CRM, email, meeting transcripts, and other connected tools.
- Document Retrieval in Paige DM: Direct message Paige to retrieve documents, like a security questionnaire, RFP, or contract. Paige will respond with the most relevant document from your knowledge base.
DealPage Web App
You can chat with Paige at any time in the DealPage Web App by pressing cmd/ctrl + k or clicking the chat bar in the sidebar. She will respond with the most relevant information from your knowledge base or deals, based on your question.
Paige Chat in the web app is faster, has a better UI, and has advanced handling of workflows. You can also see a history of your past questions and answers.
Chrome Extension
If you install the DealPage chrome extension, you can chat with Paige at any time by clicking the DealPage icon in the top right corner of your browser. She will respond with the most relevant information from your knowledge base or deals, based on your question.
You can highlight text in web forms, emails, and more to instantly have Paige answer them in the chat. This is useful for quickly getting answers to questions in emails, questionnaires, and more.
You can also kick off email workflows from inside Gmail.
Improve the Responses
We make it easy to iteratively test and improve the model’s responses. Click the thumbs up or thumbs down button on the response to provide feedback. This feedback is used to improve the model’s responses over time. You can also edit the responses and add to your Verified Answers library to instantly improve outputs.
Tips for Effective Use
- Be clear with your questions
- Gain more control by naming specific functions (e.g. “Use document search…”)
- Maintain your knowledge base. Ensure it has adequate coverage to get the best results.
FAQ
Paige isn’t responding. What can I do?
- If you are messaging Paige within a shared Slack channel, make sure you are tagging her in the message you want her to respond to with @Paige
- Try reconnecting the Slack bot from the DealPage app. This fixes most issues
- Ensure you have the right permissions to ask questions. You’ll need access to source documents to get answers based off of the content in those documents.
Paige isn’t providing answers from a document I know is in the knowledge base.
- Ensure you have the right permissions to ask questions. You’ll need access to source documents to get answers based off of the content in those documents.
How do I set up the Paige Slack Bot?
- Navigate to the integrations page on the DealPage app. Connect your Slack application, and add the Paige bot. You may need your Slack Workspace Admin’s approval to add the app.
Can I add Paige in Slack channels?
- Yes, you can add Paige to Slack channels. Typing @Paige in the message with your question lets Paige know you need her input. You can also DM Paige directly by clicking the Paige Slack App, and navigating to messages.