An AI revenue assistant inside the product
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Sales data was scattered across calls, CRM records and reports. Getting an answer, such as which deals went quiet this week, meant exporting, filtering and guessing.
How I approached it
- I started from the questions people actually ask on a Monday morning, not from what the model could do. Most fell into three shapes: find me a list, explain a pattern, draft the next step. Each shape got its own answer format.
- The hardest part was trust. An assistant that is confidently wrong once is ignored forever. So answers show their reasoning steps, cite the calls and records they came from, and say when the data isn’t there.
- Answers end in actions: launch a campaign from a generated prospect list, open the filtered view, save a report. The conversation is a faster way into the product, not a place to get stuck.
- Prompt suggestions on the empty state teach what the assistant is good at, which mattered more than any onboarding tour.

