AI Chat
AI Chat answers natural-language questions based on your sales context. Use it to research an account, prepare for a call, draft outreach, and prioritize your work without leaving Sales Qualifier.
Open AI Chat
Select the floating AI Chat button to open the chat panel. The panel opens next to the current page so that you can keep a prospect, account, or Outbound Workflow in view. Drag the edge of the panel to resize it. To close the panel, select AI Chat again.
Data sources
AI Chat can use these sources:
- Your organization’s playbook in the Knowledge Center.
- Your connected CRM, including leads, contacts, accounts, opportunities, and activities.
- Marketo activity and engagement data.
- Account research and recent news gathered by the Account Qualification Agent.
- Public web research.
Use AI Chat
Use AI Chat for these tasks:
- Research and summarize: Ask for a summary of an account, a buying group, or a prospect’s recent engagement.
- Build positioning: Ask the assistant to position your solution for a specific account before a meeting.
- Draft and refine outreach: Ask it to write or rewrite an email. Specify the tone, length, language, and whether to include emojis.
- Get recommendations: Ask which prospects or accounts to prioritize, or request a goal or cadence for a new Outbound Workflow.
- Find contact details: Ask the assistant to enrich a prospect with more contact and background information.
Ground answers in your playbook
To use your Knowledge Center playbook, refer to the Knowledge Center in your question. For example:
From the Knowledge Center, help me position our security solution for ABC Corp ahead of tomorrow's call.
The response reflects the messaging in your playbook.
Give feedback on responses
Rate generated content with the thumbs-up or thumbs-down controls. Your feedback helps improve future responses.
Review AI responses
AI-generated responses can be inaccurate. Review all content before you use it.
- Verify facts, names, and figures before you rely on them.
- Read drafted emails carefully and personalize them before sending.
- Use the assistant’s output as a starting point, not a finished deliverable.
Your organization’s use of AI Chat is governed by the Adobe Generative AI terms.