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.

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Feature Overview

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Ask Momentum

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.

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Field Autopilot

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.

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AI Signals

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.

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Best Practices for Writing AI Prompts

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:

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Write Thorough Questions

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?”

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Use their Company Name

Do: “What are Disney’s KPIs?”

Don’t: “What are their KPIs?”

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Lean on Past Conversations

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?”

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Phrase Your Question Naturally

Using natural language helps the AI better understand your question.

Do: “What are Disney’s goals?”

Don’t: “Goals Disney?”

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Ask One Question at a Time

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?”

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Example Prompts to Get You Started

Here are some examples to inspire your prompts:

  • “What feedback did our prospect at Disney provide about our latest product update?"
  • "Create a bullet-point summary of Disney’s key objectives for the next quarter."
  • "Highlight the main concerns Disney has regarding our current service levels."
  • "Detail the specific features Disney found most valuable during the last call."
  • "Summarize the competitive advantages we discussed with Disney compared to their current provider."
  • "What insights did we gather about Disney’s budget priorities during recent communications?"
  • "Compile a list of the additional support requests mentioned by Disney.”

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Custom Information

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!