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AI Recommended Plays in Copilot Overview
AI Recommended Plays supercharge your sales process with clear, AI-driven, step-by-step instructions, helping you leverage your ecosystem and close deals faster.
Quickly identify the best next steps, reducing time to close by eliminating CRM clutter
Receive precise, AI-driven recommendations based on unique partner data and overlaps from Crossbeam’s Ecosystem Intelligence
Ensure relevant and impactful engagements with prospects, increasing the chances of successful outcomes
✍️ Note
Crossbeam Copilot is only available on the Connector plan and Supernode plan.
To upgrade your account, visit the Plan & Billing page.
How to use AI Recommended Plays in Copilot
AI Recommended Plays in Copilot are located under the Account tab and the Play tab.
Under Run a Recommended Play, click on Generate AI Playbook to see next steps.
The AI model will generate next steps in concise bullet points.
To better inform the AI model of a good or bad summary, click the thumbs up or down icon
Click Regenerate, to see a new approach
Once AI-generated next steps are displayed for a specific play, those steps will continue to appear within the Plays tab in Copilot.
FAQs
Is my data safe?
We obfuscate PII data sent to the LLM so that there are no PII / GDPR concerns. No data sent can be used by the LLM provider, so it’s not unlike many other services we use that touch customer data in some way.
How do we choose which play and partner is shown first?
We prioritize the plays based on their level of impact. For example, if a partner has recently won the account, we will prioritize them in the recommended plays so that you can leverage the timing.
What happens when I click on thumbs up or down?
The product team gathers all feedbacks on this feature, and it will help use improve it in the future.
What happens when I click regenerate?
A new play is generated by leveraging a different partner or another contact within the same partner organization if they are the only eligible option. Additionally, the play suggests various approaches for engaging with them.
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