Deal and Customer Q&A

How does it work?

Deal & Customer Q&A handles the context-gathering that slows reps down mid-deal. Ask questions like:

• What pricing did we propose to Acme Corp in Q3?
• Who are the key stakeholders on the Meridian account?
• What blockers came up in our last call with DataFlow?
• Summarize the contract terms we agreed to with Vertex.
• What were the action items from the discovery call on Tuesday?
• Has this prospect raised security concerns before?
• What's the renewal history for this customer?

The Assistant pulls from client documents, meeting transcripts, CRM records, and proposals to give you complete context—without digging through multiple systems.

Who uses Deal and Customer Q&A?

Deal & Customer Q&A is built for revenue teams who need fast, accurate context to keep deals moving:

• Account Executives preparing for calls or re-engaging stalled opportunities
• Sales Engineers getting up to speed on technical requirements and past discussions
• Customer Success Managers taking over accounts or handling renewals
• Sales Leaders reviewing deal status without chasing down reps for updates

It's especially valuable during handoffs—whether AE to CSM, or when a new rep inherits an account—so no one has to redo discovery or piece together history from scattered notes.

How does Deal and Customer Q&A use your Knowledge Base?

Deal & Customer Q&A searches across your connected sources—including CRM records, call transcripts, documents, contracts, team conversations, and more—to surface relevant account and deal information in one place.

When you ask a question about a specific account or opportunity, the Assistant:

• Pulls context from CRM fields, notes, and activity history
• Searches meeting transcripts and call recordings for stakeholder insights
• References contracts, proposals, and pricing documents
• Surfaces relevant team threads and email exchanges

Because the Knowledge Base syncs continuously, you're always working with the latest information—no stale data or outdated deal notes.