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Overview

Get ready for customer meetings and internal sync ups or 1:1s in seconds with Paige. Paige can help you quickly catch up on deals, learn best practices from other deals, and prepare for your next meeting.

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Examples

Use prompts like these to get started with your analysis. 
Find deals with {industry} companies that we won, and summarize the products and features that were the most important. 
also search for the questions they asked and categorize them in a table

Prep me for a demo with {company} by finding the key points from our last meeting
relating to use cases, pain points, and potential blockers. 
Give me some conversation starters

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Pre-requisites

None - just ensure Paige has access to the data you want her to review!

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How it Works

  1. Create a chat session or open the chat modal using “cmd + k”.
  2. Enter your query. Use one of the examples above or create your own!
  3. Paige will first select Deals based on the criteria in your query. Paige can select deals based on the following criteria:
    • Recency
    • Deal Size
    • Deal Stage
    • Customer Description
    • Revenue
    • Number of employees
  4. After selecting a set of Deals, Paige will execute a set of queries on each Deal to answer your questions.
  5. Paige will then summarize the results in a format according to your query, for example a table.
Product Gap AnalysisAccount Handoffs