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Pega GenAI Sales Assistant overview

Pega GenAI Sales Assistant™ for Pega Sales Automation™ provides intelligent guidance and assistance to sales representatives by using generative AI to recommend actions and personalized content. The feature analyzes emails, appointments, tasks, activities, opportunities, leads, and contacts to provide actionable insights that help you identify high-priority activities for each day.

Types of assistants

Sales Automation includes two types of assistants: Home page assistant and Contextual Case assistants.

Home page assistant

The Home page assistant analyzes your emails, appointments, tasks, activities, opportunities, leads, and contacts to provide personalized recommendations and run approved actions. It offers cross-functional insights and prioritized action items to help you focus on the most impactful daily activities on the homepage of the Sales Automation application.

The Home Page Assistant includes the following features:

Prioritization of action items: Provides intelligent recommendations based on your complete sales context.
Data management: Uses natural language commands to support searching and updating records such as opportunities, leads, and contacts. It also facilitates creating leads, contacts, activities, and accounts with a conversational interface by offering intelligent field suggestions and simplified data entry.
Task automation: Schedules meetings, responds to emails, and creates tasks with your approval.
Conversational interface: Enables natural language interaction across all functions.
Contextual intelligence: Offers recommendations based on your role, territory, and activity patterns.
Action processing: Run approved actions directly from recommendations.
Knowledge integration: Provides inline access to relevant Pega Knowledge™ content during conversations.

For example, if a sales representative asks the Sales Assistant, "What should I focus on today?" the Assistant analyzes emails, appointments, tasks, activities, opportunities, leads, and contacts to provide intelligent recommendations. It suggests a list of top action items with clear reasoning, as shown in the following figure:

A list of actions to prioritize suggested by Sales Assistant

Contextual Case assistants

The Contextual Case assistants offer specialized guidance for specific Case Types, including accounts, appointments, contacts, and opportunities. These Case assistants help provide comprehensive support across your sales activities.

The following table provides more information about each Contextual Case assistant:

Case Type	Description	Supported actions
Account	Focuses on account management and relationship development activities. Analyzes account health, identifies expansion opportunities, and recommends relationship-building strategies to maximize account value and customer satisfaction.	Post to Pulse Update account details Change owner Create activity Create task Create lead
Appointment	Focuses on meeting preparation and appointment management activities. Analyzes meeting context, suggests preparation materials, optimizes scheduling, and provides post-meeting follow-up recommendations to create productive sales interactions.	Post to Pulse
Contact	Focuses on contact relationship management, communication strategies, contact data analysis, and relationship insights. Analyzes communication history, consolidates contact interactions, and recommends engagement approaches and personalized outreach strategies to strengthen relationships and improve sales outcomes. Additionally, it identifies relationship patterns and generates comprehensive summaries to help sales representatives understand and leverage their professional networks effectively.	Post to Pulse Update contact details Change owner Create task Create activity Send email Create lead Schedule meeting
Opportunity	Focuses on opportunity analysis and deals with progression activities. Analyzes deal health, identifies potential risks, suggests competitive strategies, and recommends actions to advance opportunities through the sales pipeline effectively.	Post to Pulse Create and attach PDF Change owner Update Case details Reactivate Create activity Create task Create quote Send email Schedule meeting
	Focuses on contact relationship management within opportunity contexts. Analyzes stakeholder engagement patterns and recommends targeted communication strategies to advance deal progression.	None
	Focuses on competitive analysis and market positioning strategies. Analyzes competitive landscape, identifies differentiation opportunities, and recommends positioning strategies to win deals against specific competitors.	Post to Pulse Create and attach PDF Send email with attachments

For example, if a sales representative asks the Contact assistant to summarize the contact for John Giannandrea, the assistant analyzes relationship patterns and generates a comprehensive summary to assist the sales representative, as shown in the following figure: