Settings
Configure your company profile and sales intelligence to personalize AI assistance
Company Profile
Company Profile
Basic company identity and sales process configuration. Target market, value proposition, and competitive data are managed in Sales Intelligence below.
Company Identity
Basic information about your company
Products & Services
What you sell
Sales Context
Context about your typical sales process
Sales Methodology
How you qualify and progress opportunities
BANT: Classic qualification framework focusing on budget availability, decision-making authority, business need, and purchase timeline.
Sales Intelligence
Sales Intelligence
Enrich AI context with market knowledge, competitive intel, and sales signals. Click any section to expand and add details.
Data Import
Import Pipeline
Import deals and opportunities from Excel/CSV. Creates pursuits linked to account plans with stage, value, and close date.
Import Leads
Import contact lists from Excel files. Contacts will be matched to TAM accounts and available when building account plans.
Integrations
Connect external CRM systems to query and enrich your data