Welcome to the AI Signals documentation. This comprehensive guide is designed to help RevOps and Sales Leaders configure and maximize the benefits of our latest product, AI Signals.

Customer Testimonial:

“Other vendors weren’t capturing the true sentiment and content of our calls. Momentum was able to capture that right off the bat.”

— João Dias, Sr. Manager of Revops @ Yipit Data

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Key Features of AI Signals

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Share Customer Insights with Your GTM Teams

AI Signals sends insights from calls—like product feedback, churn risk, and competition—the moment they’re mentioned. This enables your team to take immediate action to improve sales cycle time, product experience, and win rates.

Key Benefits:

  • Real-Time Insights: Receive actionable insights as soon as they’re mentioned during a call.
  • Improve Sales Cycle: Identify and address customer concerns promptly.
  • Enhance Product Experience: Use feedback to refine and improve your offerings.

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Auto-Deliver Insights to Multiple Teams Right Where They Work

Create as many Signals as needed to keep cross-functional teams informed. Using AI prompts and automation, Momentum extracts key customer call insights and delivers them via Slack DM or channel.

Key Benefits:

  • Customizable Signals: Tailor signals to meet the specific needs of different teams.
  • Instant Delivery: Get insights delivered directly to your team’s preferred communication channels.
  • Cross-Functional Collaboration: Keep all stakeholders in the loop with relevant information.

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Match Signals to Deal Conditions to Share Only Relevant Details

Avoid overwhelming your teams with unnecessary information. Use our simple condition builder to identify and share high-value qualitative data from the calls and deals your teams care about.

Key Benefits:

  • Relevant Insights: Share only the most pertinent information with your teams.
  • Condition Builder: Easily set conditions to filter valuable data.
  • Focused Communication: Ensure teams receive information that matters to them.

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Inform Your Product Roadmap and Marketing Efforts

Create Signals that listen for key insights on product feedback, feature requests, competitors, and marketing campaigns, and auto-share them directly in Slack.

Key Benefits:

  • Product Improvement: Gather feedback to enhance your product roadmap.
  • Competitive Analysis: Monitor and respond to competitor activities.
  • Marketing Optimization: Refine marketing strategies based on direct customer feedback.

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Getting Started with AI Signals

  1. Integration Setup:
  1. Setup Your AI Signals:
  • Navigate to the AI Signals section.
  • Create new signals by setting the criteria you’re interested in, such as product feedback or churn risk. With a Trigger Prompt, you can train artificial intelligence to scan for specific instances, like a needle in a haystack scenario, where a particular call should notify relevant stakeholders.
  1. Setup Follow-Up Prompts to Deliver Useful Insights Alongside Your Signal.
  • Once your trigger prompts, the text signal should activate. It’s ideal to set up follow-up prompts that summarize and digest the call in relation to your signal. For instance, if you’re identifying product feedback during a call, consider setting up follow-up prompts to encapsulate the feedback or summarize how the sales rep or customer success representative managed the customer feedback.
  • A Signal without follow-up prompts may necessitate the receiver to watch the call’s video or contact the representative who took the call. To save your team time and maximize the value of Signals, include follow-up prompts.
  1. Configure Delivery Channels:
  • Choose your preferred Slack channel to receive this signal.
  • Set up automatic delivery to ensure timely insights.
  1. Utilize the Insights:
  • Review the insights delivered to your teams.
  • Take action based on the data to improve your sales processes and customer experience.

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Monitoring and Analyzing AI Signals

After you’ve set up your AI Signals and configured delivery channels, it’s crucial to monitor and analyze the insights being delivered. This will help you gauge the effectiveness of your signals and make necessary adjustments to your prompts to enhance their value further.

Here are a few steps to help you make the most of your AI Signals:

  1. Monitor Regularly: Ensure to regularly check the insights delivered by AI Signals. This will help you stay updated on customer sentiments, feedback, and concerns.
  2. Analyze the Data: Take time to analyze the insights generated by AI Signals. Look for patterns or recurring issues that need attention.
  3. Adjust Your Signals: Based on the analysis, make necessary adjustments to your signals. For instance, if your Signals are triggered correctly, but happen too often, you may need to refine the Salesforce conditions and add extra filters like a minimum deal size.
  4. Act on Insights: Use the insights to inform your decision-making process. This could involve making changes to your product, adjusting your sales strategy, or addressing customer concerns promptly.
  5. Share Feedback: Encourage your team to provide feedback on the usefulness of the signals. This can help in improving the system and making it more relevant to your team’s needs.

Remember, the goal of AI Signals is not just to provide information, but to equip your team with actionable insights that can drive business growth and success. Therefore, it’s important to continuously tweak and optimize your signals to match your evolving business needs.

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Conclusion

AI Signals is a powerful tool that can transform how your RevOps and Sales teams operate. By providing real-time, actionable insights from customer interactions, it helps you make informed decisions, improve efficiency, and drive success.

For any questions or support, feel free to reach out to our customer service team.

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