Pega GenAI in Pega Sales Automation

Pega GenAI Coach is a conversational AI assistant that provides real-time guidance and insights to help sellers easily navigate sales opportunities and leads (Cases).

By tapping into an organization's sales data and custom best practices, Pega GenAI Coach helps salespeople overcome their toughest sales blockers by always putting a 'virtual coach' at their side.  This helps sales representatives improve their decision-making and sales performance by providing valuable feedback, predictions, and recommendations on the opportunity.

Pega GenAI Coach uses opportunity data to provide insights based on various data sources, including opportunity details, contacts, competitors, products, tasks, customer activities, emails, appointments, stages, and the steps of the opportunity. This feature helps sales representatives to better understand the opportunity and make informed decisions that improve their chances of success.

The integration of Pega GenAI Knowledge Buddy with Pega Sales Automation helps sales representatives to use knowledge articles more efficiently.

Knowledge Buddy is an AI-powered assistant that uses natural language processing and machine learning to understand a question and provide an answer for sales representatives based on the information available in the company's knowledge base. Users can configure Knowledge Buddy easily, and it also reduces the need to search across PDFs, web pages, and long articles.

This feature helps sales representatives to find the information they need more quickly and efficiently, allowing them to focus on engaging with customers and closing deals.

The Pega GenAI-based suggested emails feature helps sales representatives to improve the efficiency and quality of their communication with prospects and customers. This feature provides contextually relevant email suggestions for both composing new emails and replying to incoming emails in Outlook.

The system generates email content based on the recipient type, prompt, and contextual data, including associated contacts, leads, opportunities, and accounts. In addition, the feature provides additional insights, including sentiment analysis, priority indication, detected topics, and email summary. Sales representatives can refine the generated responses to match their personal writing styles, and customizable prompts can be configured by sales administrators and sales operations users on the Pega GenAI prompts landing page in the user portal.

For example, if a sales representative needs to follow up with a customer about a specific opportunity, they can use the suggested emails feature to generate an email based on the opportunity data. The system can provide contextually relevant email content, including sentiment analysis, priority indication, detected topics, and email summary. Sales representatives can refine the generated response to match their personal writing style or choose to write their own response using the customizable prompts provided by the feature.

Draft email with AI

Reply to email with AI

The post-meeting analysis feature helps sales representatives to improve their productivity by providing a meeting summary, customer sentiment, and suggested actions after a Zoom or WebEx meeting. By analyzing the meeting's content, the feature can identify the key points discussed, the customer's sentiment, and the most crucial actions that need to be taken to move the opportunity forward. This feature helps sales representatives to be better prepared for their follow-up activities and improve their engagement with customers.

The Prepare for meeting feature helps sales representatives prepare for their client meetings more effectively. It provides an at-a-glance view of all the information that a sales representative requires for effective meeting preparation, including attendee information, attendee sentiment, action items, talking points, related opportunities, and recent correspondence summaries. By providing sales representatives with a comprehensive view of the customer before the meeting, the feature helps them to tailor their approach and improve their chances of success.

The goal of these powerful features is to transform every salesperson into a top performer, armed with the tools and information they need to achieve unparalleled success.