Data sources
Salesforce
Account, deal, contact
Gong
Calls, objections, signals
Highspot
Content engagement
Outreach
Sequences, replies
Product usage
Adoption, frequency, features
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Integration tiers
Tier 1
Manual
Rep fills [variables] by hand. No integration required — deployable today.
Tier 2
Semi-connected
Prompts live inside Highspot or Salesforce — context pre-populated from open record.
Tier 3
Fully automated
AI layer pulls live data and generates output with no manual variable-filling.
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Rep personas
BDR
Salesforce
Outreach
AE
Salesforce
Gong
Highspot
CSM
Salesforce
Product usage
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Rep-facing AI prompt output
Pre-call briefs · objection responses · follow-up emails · QBR prep · coaching notes
Click any card above to explore what data it contributes.