Sales
For the complete documentation index, see llms.txt. Markdown versions of documentation pages are available by appending
.mdto the page URL.
Turn account context and deal signals into pipeline actions.
Use ChatGPT Work or Codex to bring together account records, customer conversations, pipeline signals, and open risks. ChatGPT can turn approved context into briefs, follow-ups, forecast reviews, and account plans while keeping sourced facts separate from inferred opportunity or risk.
Prioritize pipeline and forecast
Rank the accounts that need attention, then review which deals should remain in commit, move to upside, or come out of the forecast.
- Prioritize accounts: Give ChatGPT account records, customer conversations, usage signals, renewal or growth...
- Review forecast risk: Give ChatGPT forecast snapshots, opportunity records, call notes, deal threads, email...
Prepare and follow up on meetings
Gather the context for a customer meeting, then turn approved notes or a transcript into follow-up drafts, an internal recap, and reviewable next steps.
- Prepare meeting briefs: Use ChatGPT with Calendar, Drive, Slack, and Gmail to gather approved sources before a...
- Turn meetings into follow-ups: Use ChatGPT with Zoom transcripts and AI Companion summaries to draft customer follow-up...
Plan accounts and unblock deals
Refresh an account strategy from recent customer signals, or diagnose the blocker and escalation path behind a stalled opportunity.
- Refresh a strategic account plan: Give ChatGPT account and opportunity records, calls, threads, emails, usage notes, product...
- Diagnose a stalled deal: Give ChatGPT stage history, closed activities, call transcripts, emails, deal threads...