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These examples are grouped by what the assistant will do under the hood. They are starting points — feel free to combine, narrow, or extend them.

Search & analyze

Recurring objections

“What were the main objections prospects raised in our calls this week? Highlight any patterns by deal stage.”

Deal intelligence

“Summarize all conversations with Datadog and tell me where the deal stands.”

Competitive intel

“Find all calls from the last 60 days where prospects mentioned Gong and summarize what they said about them.”

Transcript search

“Search the transcripts of the past quarter for the phrase ‘security review’ and pull the relevant quotes.”

Coaching & scorecards

Top reps vs. team

“Compare how our top reps handle pricing objections vs. the rest of the team this month.”

Team performance

“Show me all calls from the SMB team last Friday and highlight deals at risk.”

Scorecard review

“Pull up scorecard results for Sara’s calls this month and identify her top three improvement areas.”

Coaching prep

“For each rep on the AE team, give me one specific moment from a recent call I should coach on.”

Snippets

Pricing reveal

“Create a clip from my call with Acme between 12:30 and 14:00 where they discussed budget timeline. Title it ‘Acme — Budget Reveal’.”

Onboarding library

“From this week’s discovery calls, pull two 60-second moments that show great pain identification and add them to the Onboarding library folder.”

Workspace administration

Onboarding

“Invite alex@example.com as a Sales Rep on the SMB team with a recording seat.”

Reorg

“Move the ‘BDR North’ team under ‘BDR’ and add Sara as their primary team member.”

Scorecard creation

“Create a Discovery scorecard with three criteria — Pain Identification, Stakeholder Mapping, and Next Steps — on a 1–5 scale, applied to the AE team.”

Forecast columns

“Add a forecast column called ‘Stretch’ between ‘Best Case’ and ‘Pipeline’ that contributes to the total.”

Intelligence & CRM

Add a CRM field

“Add a CRM prompt called ‘Champion’ to the Discovery collection that extracts the prospect’s internal champion.”

Sync after CRM change

“We just added a new custom field in Salesforce. Sync the latest field definitions and add it to our Opportunity integration.”

Connect a new CRM

“Start the OAuth flow to connect our HubSpot account.”

Super agent (open-ended)

The super agent is best for questions that span multiple data sources or that benefit from autonomous exploration. The MCP client should poll for the response if it returns processing.

Account research

“Use the super agent to give me a complete picture of the Acme account: every call, deal stage history, key stakeholders, and risks.”

Pipeline review

“Ask the super agent to identify the five deals in our pipeline most likely to slip this quarter and explain why.”