30+ prompts. Zero setup required.
Pre-built templates across core Salesforce objects —
deploy as-is or customize every detail to fit your org.
- Pull in fields, lookups, and child records from any object.
- Test with any supported model. Compare outputs. Deploy the best.
- Map results to any field type — text, picklist, currency, date, and more.
- Fully customizable to your company's fields and relationships.
A Sneak Peek
Templates Ready on Day One
Account Summary
Object: Account
Account Summary
Full account briefing — pipeline, engagement, support, stakeholders, and growth signals synthesized into one pre-call read.
Cold Email Generator
Objects: Contact, Lead
Web Research
Enabled
Enabled
Cold Email Generator
Writes a personalized first-touch email based on the contact's title, company, industry, and how they came in.
Deal Risks
Object: Opportunity
Deal Risks
Identifies the 2 biggest risks threatening the Opportunity from closing, explaining for each why it's a problem and a specific action.
Company News
Object: Account
Web Research
Enabled
Enabled
Company News
Scans for recent news and developments about this company — surfacing signals that affect their business priorities, budget, or strategic direction.
Call/Meeting Recap
Objects: Task, Event
Call/Meeting Recap
Turns activity notes into a structured recap — summary, key points, and next steps.
Probability to Win (AI-Scored)
Object: Opportunity
Probability to Win (AI-Scored)
AI-scored win probability based on opportunity history and activity — not just stage.
Buyer Signal
Object: Contact
Buyer Signal
Reads relationship health from activity patterns — responsiveness, engagement depth, and trend — and returns a single temperature: Warm, Neutral, Cool, or Cold.
Competitor Analysis
Object: Account
Web Research
Enabled
Enabled
Competitor Analysis
Competitive intel framed for a sales conversation. Understand the pressures your customer is facing — and what that means for what they need.
Follow-Up Email Draft
Objects: Task, Event
Follow-Up Email Draft
Writes the after-call email to send in minutes. Grounded in logged notes, not boilerplate.
Health Rating
Object: Account
Health Rating
Scores overall account health — Healthy, Neutral, or At Risk — based on engagement activity, pipeline momentum, and open support issues.
Hiring Signals
Object: Account
Web Research
Enabled
Enabled
Hiring Signals
Searches for current open roles at the Account and analyzes what their hiring activity reveals about strategic priorities, investment areas, and potential pain points.
Opportunity Summary
Object: Opportunity
Opportunity Summary
Produces a current-state summary of the Opportunity for pipeline review, deal coaching, or a handoff.
Sentiment Detector
Objects: Task, Event
Sentiment Detector
Scores sentiment from logged activity — Positive, Neutral, or Negative — and suggests next actions.
Funding History
Object: Account
Web Research
Enabled
Enabled
Funding History
Structured funding snapshot — total raised, last round, stage, and lead investors. Context for any sales conversation.
Customer Success Handoff
Object: Opportunity
Customer Success Handoff
Generates a handoff brief for the Customer Success team taking ownership of this Opportunity at close.
Industry Trends
Object: Account
Web Research
Enabled
Enabled
Industry Trends
Pulls the top macro trends shaping the account's industry — what's moving, what's at risk, and where companies are actively investing.
Qualification Rating
Object: Lead
Qualification Rating
Provides High/Medium/Low qualification score for the Lead based on fit, authority, and engagement.
Draft Next Email
Object: Opportunity
Draft Next Email
Drafts the next email for an Opportunity based on current stage, defined next step, and recent activity.