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Why this Matters
The main challenge to creating helpful, accurate AI is getting the right context into the model’s attention span at the right time.
The process of doing this is called “context engineering.”
Hindsight’s makes finding the right context easy by abstracting away complicated research tasks (like finding objections vs. competitor Acme in lost deals from this quarter) behind “tools” that you can invoke via natural language.
Simple, non descript queries still work for most use cases (e.g. what’s the top reason we lose to competitor X) - our AI will plan it’s response and pick the right tools to use.
However, by understanding what tools Hindsight has access to, you can be more clear about the task and steps, allowing you to complete more complex tasks with more precision.
If you aren’t comfortable invoking specific tools in your prompt, feel free to use Recipes for powerful pre-built prompts (see the Recipe Guide for more).
- Select Deals — use filters to select deals by name, segment, stage, competitor, amount, close date.
- Search Deals - find deals based on keywords or themes in the deal analysis data.
- Search Across Deal Documents — broad scan across deal documents (e.g. transcripts) for themes and examples (e.g. GDPR).
- Search Within Deal — look inside one deal’s transcripts, CRM fields, notes.
- Competitor Search — pull intelligence on one competitor.
- Analyze Segment — segment a dataset using filters and generate insights. Only available in Data Analysis mode.
Hindsight always shows you which tool is being used, and what sources were found within the chat window.
Select Deals
You’ll see the deals returned by the filtered search in the chat along with the filters used in the hover.
Search Deals
You’ll see the deals returned along with the documents where the keywords/themes were found.
Search Across Deal Documents
You’ll see the specific quotes from deal documents from multiple deals, along with the query used in the hover.
Search Within Deal
You’ll see the specific quotes from the deal documents within that deal, along with the query used in the hover.
Competitor Search
You’ll see the competitor’s logo and quotes from competitive intelligence documents we’ve scraped.
Analyze Segment
You’ll see the segmenet query, filters, segment dataset, tables, and charts.
Think of the primitives as building blocks:
- Select Deal / Search Deals / Search Across Deal Documents — find the right deals.
- Search Within Deal — pull details.
- Competitor Search — layer in market context.
Let the model decide how to use these tools to accomplish your task, or provide specific instructions for the model to follow. Once you have the right context, the rest is simple prompting to get your ideal output.
Use Cases
1. Messaging
Simple example
“Summarize how we won the Acme Corp deal against Competitor A. What messaging resonated most with the buyer?”
Powerful example
“Search deals that involved our Workflows and Approvals feature. Search those deals deal by deal and answer these questions: What pain points did buyers raise? How did reps message this in wins?
Compare buyer needs and messaging in lost deals. Create a persona breakdown plus messaging and objection-handling guides.”
2. Competitive Asset Creation
Simple example
“Generate a battlecard for Competitor B — highlight top objections and our best responses.”
Powerful example
“Search deals we won vs. Competitor B. Summarize where we win. Then search deals we lost and analyze why we lost. Include key product comparisons, and pricing references. Combine into a one-pager with objection handling and differentiated messaging.”
3. Product Insights
Simple example
“Search for mentions of our Reporting Dashboard. What problems did buyers highlight?”
Powerful example
“Find deals lost due to reporting limitations. Then compare to wins where reporting was cited positively. Summarize buyer needs, gaps, and feature requests into a report for the product team.”
4. Sales Coaching
Simple example
“Show me questions buyers asked in lost deals with Competitor C.”
Powerful example
“Search deals lost to Competitor C in the past quarter. Identify the toughest buyer objections and compare how top-performing reps vs. others responded. Turn this into a coaching guide with recommended talk tracks.”
5. Handoffs
Simple example
“Summarize the Acme Corp deal for the implementation team — key buyer needs and objections.”
Powerful example
“I’m creating a handoff document for the Acme Corp deal. Highlight buyer expectations, key risks, and commitments made. Find similar deals with similar risks and see if there’s anything we can learn from them. Format as an onboarding brief for Customer Success.”
6. Reports
Simple example
“Create a weekly summary of deals lost due to pricing.”
Powerful example
“Search Across Deals for closed-lost due to pricing in the past quarter. Break down by competitor and buyer persona. Highlight common negotiation patterns and summarize into a pricing strategy report.”
