Creating a Sales Assistant for the Opportunity Case Type

This demonstration shows you how to create a Sales Assistant for an Opportunity Case to help accelerate the sales process.

Acme Technologies wants to improve its sales team's ability to close deals faster by using the Pega GenAI Sales Assistant feature. The assistant must assess the effectiveness of engagement with contacts and ensure timely follow-ups. The company has decided to create a Sales Assistant for Opportunity Cases to help sales representatives maintain constant engagement, act on key insights, and sustain momentum to improve the chances of closing deals on time.

The Sales Assistant analyzes recent activities, such as meetings and emails, to assess engagement with key decision-makers. It flags missed or overdue tasks and suggests immediate actions, such as follow-up meetings or tailored emails. For example, if there are missed follow-ups with decision-makers, the assistant recommends reaching out promptly.

To begin implementation of the Sales Assistant, in the navigation pane of Dev Studio, click Records. Expand Generative AI, and then click Agent to create the Opportunity Sales Assistant.

In the Label field, enter a name for the assistant. For example, Opportunity Sales Assistant. In the Apply to field, select the applicable class for the Sales Assistant. In the Add to ruleset field, select the Ruleset that you want to add.

After you create the Sales Assistant, the next step is to set up definitions, and then add the Data Pages.

When setting the definition, provide clear and detailed instructions for the Sales Assistant to define its role and prompt responses. This information helps ensure that it operates effectively, responsibly, and in alignment with business goals.

In the Agent Instructions field, enter a definition that summarizes the role you want the Sales Assistant to assume. Specify how the Sales Assistant responds to user queries and whether the data should load on assistant initialization or on-demand.

In the Guardrails section, define validation Rules to ensure that user inputs are in the correct format. For example, validate that email IDs include valid characters and structure.

In the Response Style & Tone section, specify the tone of the responses of the Sales Assistant.

Apply soft, casual, or formal tones depending on your use case. For example, use language that is empathetic and solution-oriented and avoid jargon unless contextually appropriate. 

Now that you set the definitions, add the required Data Pages to expand the scope of accessible data. To support faster deal closures by analyzing recent activities, add all the Data Pages that enable the Sales Assistant to answer user questions.

In the Additional Context section, click Add Data Page to list all the Data Pages that the assistant requires. Here, you can share Primary Fields from the Opportunity Case, contacts related to opportunity, Pulse feeds, customer activities, appointments, competitors, and emails into the assistant as context.

In the Starter Question section, enter an initial question that is displayed when users launch the Sales Assistant. To help the assistant generate a more relevant and precise response to the starter question, enter supporting text in the Additional Instructions field.

Because the company wants to close deals faster, use the following starter question: What is the most strategic move to close this deal?

The assistant answers this question by analyzing strategic recommendations, actionable insights, and immediate next steps. By taking these actions into account, sales representatives can improve the likelihood of closing a deal successfully.

In the Quick-Select Question section, you can enter questions and their additional instructions that users can select at any time during their interaction with the assistant. For example:

• What potential risks could affect this deal and how can I address them?
• Can you provide me with an overview of the opportunity and summarize recent activity?
• Which competitors are not listed in this deal?
• Are we properly engaged with the contacts?
• Are there contacts at this account that would help me progress the deal?
• What competitive insights can help me move this deal forward?

Next, on the Advanced Tools tab, click Add to define all the actions the assistant can perform.

On the Settings tab, in the Model section, select the AI model that you want the assistant to use.

Now that you have configured the assistant, it is time to enable the Sales Assistant in the Case Type as a widget or a tab to make use of personalized generative AI assistance at run time.

To add the assistant to a widget, click the UX tab, and then in the Agents section, click Add. In the list of available, click Opportunity Sales Assistant.

To add the assistant to a tab, click the Sales Assistant tab, and then configure Agent to add the Opportunity Sales Assistant.

Save the configurations.

Now, log in as a sales representative to test the use case for either business or individual opportunities.

Open the Ultra 265 Surveillance KIT for Acme Software business opportunity. Click the Chat with AI widget, and then in the list, click Opportunity Sales Assistant. Begin the interaction by selecting one of the predefined questions about opportunities. You can also ask these questions by clicking the Sales Assistant tab on the left pane. You have reached the end of this demo. You have learned:

• How to create a Sales Assistant for Opportunity Case Types to help accelerate and optimize the sales process from end to end.