Chat with Sales Agent

Sales Agent

Sales Agent does the complete company account mining which includes market study, keystakeholders and opportunity mining. It also enables chat with the content collected and enriched for a company account.

Click on Sales Agent in menu and select company account.

You can also choose from chat suggestion to initiate chat with agent.

You can choose the chat context by selecting what to include which is available at the top of the chat.

You can also "Generate Document with AI" which helps you to generate documents for the company account selected. You can choose word, pdf, ppt, or image generation.

Generated documents can be viewed on the right side of the sales agent panel > Documents.