Key Contact Engagement - Engaged Contacts

Unlock deeper insights into your deals by tracking key contact engagement with Terret AI. This step-by-step guide shows exactly how to view and interact with contact insights, sentiment analysis, decision roles, and AI-generated email drafts, helping you keep deals on track and communication relevant.

Step 1: Open the Deal Insights page and locate the Key Contact Engagement Tracking.

Step 2: View a comprehensive list of everyone engaged in the deal. Each contact displays essential information at a glance.

Step 3: Review engagement risk scores and contact activity summaries. Terret AI analyzes all conversations, emails, and CRM data to present these scores.

Step 4: Examine the sentiment analysis to gauge each contact's attitude toward your deal. The system displays the contact's decision role. Hover over the title to see the reasoning behind this assignment.

Step 5: To manually adjust a contact's decision role, click the role field. A list appears for selection and confirmation.

Step 6: Click on any contact—or the chevron on the right—to open a detailed summary for that individual.

Step 7: In the Engagement tab, view a summary of your interactions, detailed sentiment trends, key insights, recommended actions, and a full communication log with this contact.

Step 8: Find the engagement list's action menu. Use it to send an email directly from the list.

Step 9: Select Send an Email. The email composer opens, with a draft pre-filled by AI based on the contact's history and prior conversations.Step 10: Customize the AI-generated draft using prompt instructions on the right for tailored messaging.

Step 11: When ready, either copy the messageor open it in Gmail or Outlook for sending. When finished, close the email composer.