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Fill in Your Data Gaps with AI

Custom Answers lets you create a prompt once and automatically run it across all your deals. AI analyzes the complete deal context - including conversations, decision drivers, and outcomes - to generate consistent insights that help you understand patterns and fill gaps in your data.

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🎯 What’s New

Create Custom Prompts Write questions you want answered about every deal. Prompts are fully customizable - they can be simple questions or more complex ones.
  • “What was the main objection?”
  • “Was a champion identified?” (True/False)
  • “What coaching advice would help this rep?”
Automatic Analysis AI runs your prompts against deal context including:
  • CRM notes and fields
  • Deal story and summaries
  • Call transcripts and quotes
  • Win/Loss Interviews
Use Your Data
  • View and edit answers for any deal
  • Export as part of a deal csv export
  • Chat with your Deals using the AI Assistant
  • Push answers to your CRM (available on Enterprise plans)

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🚀 Key Benefits

Fill Data Gaps
  • Get consistent insights across all deals
  • Answer questions that aren’t captured in your CRM
  • Create structured data from unstructured conversations
Scale Your Analysis
  • Write a prompt once, apply to hundreds of deals
  • No manual review required for each deal
  • Export standardized data for further analysis
Drive Better Decisions
  • Identify patterns across won/lost deals
  • Understand what objections come up most
  • Coach reps based on actual deal dynamics

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🛠️ How It Works

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1. Create Your Questions

Go to Settings > Custom Answers and create prompts like: 
"What was the buyer's main concern about our pricing?"

"Did we identify a clear champion in this deal?" (True/False)

"What should this rep do differently next time?"

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2. Choose Your Format

  • True/False: For yes/no questions
  • One Sentence: For quick insights
  • Paragraph: For detailed analysis

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3. AI Does the Work

When deals are analyzed, AI reads the full context and answers your questions automatically.

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4. Use Your Data

  • Review answers on deal pages
  • Export deal data with custom answer columns
  • Run analytics on standardized insights

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📊 Getting Started

Quick Setup:
  1. Go to Settings > Custom Answers
  2. Click “New Answer”
  3. Write your question
  4. Pick answer length (True/False, Sentence, or Paragraph)
  5. Save and let AI analyze your deals
Example Questions to Start:
  • “What was the main objection?”
  • “Was budget confirmed?” (True/False)
  • “Who was the key decision maker?”
  • “What went wrong in this deal?”
Create prompts once, get insights from every deal. Export your data and fill in the gaps that matter to your business.