A guide to Arrows AI

Arrows AI automates the follow up process for your sales reps!

This guide will cover how to use Arrows AI for your sales rooms.

Arrows AI automates the follow up process for your sales reps!

Your starting sales rooms templates contain most of the information you need to share.

But as you have more calls, emails, and discovery, more and more is learned about that customer's needs.

Arrows AI intelligence can suggest updates and edits to existing information in the room automatically!

It takes the context in the emails, notes, and meeting recordings from your CRM and then recommends the next steps, milestones, and content to add to your sales rooms to keep momentum moving forward.

These Suggestions can be accepted or skipped by the sales rep managing that room.

When accepted, a block with the relevant content will automatically be updated!

You will see a Suggestions drawer on your active rooms - this is where the magic is!

Arrows AI is accessing the meetings, notes, and email activity on the CRM record that the room is connected to.

💡 Your call recording software likely has notes and transcripts that it can pass to your CRM - when that is the case, Arrows AI can take the insights and “conversations” that happened during those calls into consideration when making suggestions!

These suggestions can be added to the room in the form of new content blocks or updates to existing AI-powered blocks

Opening the Suggestions drawer will show you recommendations that are available - we’ll share a few specific examples in the next few sections below.

At the top of the suggestion drawer is a “back” arrow to take you to the suggestions overview (you also have the options to toggle between different suggestions)

Press the back arrow to see the below overview. It will include…

1. suggestions for updating existing blocks you might already being us

2. and, visibility into all of the context that went into the suggestions (which emails, notes, logged meetings)

In this example, Arrows AI is suggesting updating a few key milestones that are in the existing Milestone block on the room - based on the recent conversations and notes on the deal record.

From this screen, you’ll see the option to…

1. toggle between different available suggestions

2. update the suggestion when you are ready (or discard it completely)

3. see the data that went into formulating the suggestion

4. see the new suggestions

5. and, compare the before and after

💡 Once you choose to update the suggestion, it will become available in that specific sales room. The next time the customer accesses the room, they will see it!

Each block also has a unique link - so you can email customers instant access to that content proactively if you choose!

In this example, the suggestion is recommending an update to an existing Next steps block in the room.

You can choose to…

1. discard or update the suggestion

2. manually update the suggestion if needed!

3. and, see the data that went into formulating the suggestion

Whenever you are adding new blocks to your templates, you’ll see the option to add an AI Block type. These blocks are being considered for suggestions by Arrows AI.

Keep an eye on these as we update and add more powerful blocks in the future.