Setting up Pega GenAI Sales Assistant

The Pega GenAI Sales Assistant™ in Pega Sales Automation™ uses generative AI to proactively analyze an organization's entire sales pipeline status, meeting history, lead activity, and performance of sales representatives to provide personalized, context-aware, intelligent actionable recommendations about what to do next to accelerate deals.

Beginner

English

After completing this module, you should be able to:

Explain Pega GenAI Sales Assistant.

Describe the types of assistants that you can use.

Create an Opportunity Case Assistant to help accelerate the sales process.

Available in the following mission:

Sales Automation Low-Code Developer v9

Topics

Pega GenAI Sales Assistant overview

5 mins

Creating a Sales Assistant for the Opportunity Case Type

10 mins

Module Quiz

5 mins