Press a button — the prompt is generated and copied, and your choice of AI (Claude / ChatGPT / Copilot / Copilot M365) opens automatically in a new tab.
Sorts open opportunities by risk priority and generates a recommended-action prompt for the selected deals (auto-selects the top 5 if none are chosen).
Generates a prompt asking AI to surface 20 new-business prospects that resemble your checked accounts — a first step into lookalike selling.
Generates a sales email draft prompt for your selected opportunities. Personal contact information is never included, by design.
Generates a prompt analyzing risk, winning scenarios, and recommended next actions — great for reviving a stalled deal.
For dormant and long-dormant accounts, generates a relationship-repair strategy plus a ready-to-send email draft.
For the checked won deals, generates a prompt asking AI why they were won, extracting win patterns that can be rolled out to other deals.
For the checked lost deals, generates a prompt asking AI to analyze loss causes, preventive measures and early-warning signs.
Generates a prompt for AI to evaluate the checked deals by combining peer comparison, industry trends and internal metrics (size percentile, activity density, past win rate for similar-sized deals, etc.).
From the Account Timeline, generates a prompt analyzing the relationship, engagement ideas, and collaboration opportunities.
Pick an opportunity and meeting date; the AI prompt is copied for you. Paste the reply back and minutes/next meeting become Activities, action items become ToDos.
Speak to trigger any existing command-palette action, using the browser's built-in Web Speech API — nothing is sent externally.
Dictate straight into an opportunity's memo — no typing required.
Pick your favorite AI chat service — Claude, ChatGPT, Microsoft Copilot, or Copilot M365 — from the "AI Tool" dropdown. Output length can be set to Long-form or Executive Summary.
Win-pattern analysis and ML landing forecasts give you statistical backing.