Autopilot Classic

Triggers after each call/email to analyze its content in real-time.

Retropilot

Triggers on a Salesforce event and analyzes all historical conversations.

Autopilot Batch

You are here. Triggers manually to run on a list of records all at once.

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Setting Up Autopilot Batch

Autopilot Batch, part of the Autopilot Suite, enables you to run AI extractions across a large set of Salesforce records on-demand. Unlike the other Autopilot tools, Batch jobs are manually triggered and run against a list of records that match your defined criteria, analyzing historical call and email data for each one.

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How Autopilot Batch Works

Autopilot Batch finds all records matching your filter criteria, runs your AI prompt against the historical data for each one, and then updates a field in Salesforce.

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Use Cases for Autopilot Batch

  • Quarterly Health Checks: Run a batch job on all “Active” accounts to identify potential churn risks by summarizing recent support-related call snippets.
  • Data Enrichment: For all leads created last month from a specific campaign, run a batch to extract and populate the “Primary Pain Point” field.
  • Competitive Analysis: Identify all opportunities where a specific competitor is mentioned and extract the context for a competitive intelligence report.

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Step-by-Step Configuration

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Step 1: Access the Autopilot Batch Section

  1. Log in to your Momentum admin dashboard.
  2. Navigate to the Autopilot section and select the Batch tab.
  3. Click “New Batch Extraction” to begin.

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Step 2: Define the Target Records

Create a filter to select the Salesforce records you want to process. The batch will run on all records that currently match these conditions when you trigger it.
  • Object: Select the Salesforce object (e.g., Opportunity, Account, Lead).
  • Field Conditions: Add one or more conditions to build your list.
    • Field: e.g., Status, CreatedDate, ARR__c.
    • Operator: e.g., equals, greater than, is not null.
    • Value: The value to match.
Example Filter: 
Object: Account
Conditions:
  - Status: equals "Active"
  - ARR__c: greater than 50000
  - LastActivityDate: within "Last 90 Days"

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Step 3: Set the Time Window

Define the period of historical data (calls and emails) that the AI should analyze for each record in the batch.

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Step 4: Write Your AI Prompt

This prompt will be executed for each record in the batch, using its associated historical data. Example Prompts:
  • For an Account Health Check: 
    "Review all calls and emails for this account from the last 6 months. Summarize any mentions of product dissatisfaction, support issues, or churn risk. If none are found, state 'No risks identified'."
  • For Lead Data Enrichment: 
    "Analyze the initial discovery call for this lead. What is their primary business challenge? Respond with a single, concise sentence."

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Step 5: Configure Save Behavior

Choose how the extracted data is saved to Salesforce. Given the bulk nature of batch jobs, Write if Empty or Automatic Write are common choices after testing.
  • Confirm to Write
  • Write if Empty
  • Automatic Write

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Step 6: Run the Batch Job

  • Preview: Before running the full batch, preview the results on a small sample of matching records to ensure the prompt and filters are correct.
  • Run Batch: Execute the extraction on all records that match your criteria. You can monitor the progress from the dashboard.