The ✦ icon is your AI Sales Coach. Wherever you see that symbol across any tab, you can ask our AI engine for guidance — pipeline analysis, account prioritization, growth strategies, and more.
The more complete your data, the more precise, bold, and actionable my recommendations across every tab. Fill in everything you can.
Set up your company profile, industry, and key metrics. This foundation drives personalized insights and benchmarks.
Single business unit — all tools track revenue as one team.
What is the reach of your commercial operations?
Add competitor websites — AI uses them for differentiation plays, pain analysis, and competitive insights in Segments.
Check or uncheck tools to show or hide their tabs.
Your notes will be used as context for AI-powered insights and analysis.