How to Write Effective AI Prompts for Momentum's Features
Welcome to the documentation page on writing effective AI prompts for Momentum’s features. This guide will provide you with key insights on how to utilize AI prompts for Ask Momentum, Field Autopilot, and AI Signals. Following these best practices will ensure you receive accurate and relevant responses tailored to your specific needs.
Ask Momentum facilitates interactive conversations within Slack, providing insights into your pipeline based on past calls and emails. It’s designed to answer quick questions about an account or a deal, making it easier to gather information without switching tools.
Field Autopilot automates the population of fields within Salesforce, such as MEDDPIC, SPICED, or any fields you choose. This feature leverages AI to manage administrative tasks, saving you valuable time.
AI Signals delivers topic-specific summaries directly to Slack, triggered by prompts related to product feedback, competition, or implied churn. It detects nuanced customer interactions and sends specialized summaries to the appropriate stakeholders.
In AI, a prompt is an input that helps guide the AI to produce a specific result. The effectiveness of AI responses significantly depends on the clarity and specificity of your prompts. Here are some best practices to help you craft effective AI prompts for Momentum’s features:
The words in your questions help the AI find relevant information. Be specific and detailed in your queries to ensure the AI can respond precisely.Do: “What pain points is Disney trying to address this quarter?”Don’t: “What are their pain points?”
Momentum searches past calls and emails for answers. Asking about the content of these conversations will yield richer results.Do: “What did John at Disney say about the size of their engineering team?”Don’t: “How many engineers at Disney?”
Each prompt should be focused on a single question to avoid confusion in the response.Do: “When did John say he can sign the contract?”Don’t: “When did John say he could sign the contract, and who would be the person signing, and why?”
For optimal results, keep in mind that Ask Momentum relies on past calls and emails. It does not consider data from synced CRM notes or fields. Therefore, base your questions on the conversations that have taken place and expect answers to reflect those.By following these guidelines, you can craft effective AI prompts that leverage the full power of Momentum’s features, ensuring you get the most accurate and useful insights for your business needs. Happy prompting!
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Responses are generated using AI and may contain mistakes.