Deal Insights

Explore the AI modules on Terret's Deal Insights page. Follow these steps to quickly access summaries, track action items, and leverage TerretGPT for immediate assistance.

Account Summary

Step 1: Visit the Deal Insights page to find new modules powered by Terret AI.

Step 2: View the Account Summary.Terret AI automatically generates a comprehensive summary for the account using public and third-party information.

Step 3: Expand the account summary to get additional context, including company background, business model analysis, and competitor mapping. The summary refreshes regularly to provide current information.

Deal Summary

Step 4: Scroll to the Deal Summary. Terret AI analyzes conversations, emails, and CRM data to build current state summaries that update automatically. The summary highlights key insights and the next steps identified from deal activity.

Step 5: Select Expand to view a detailed and customizable summary, like a MEDDICC-style summary, as set by your Terret admin.

Action Items

Step 6: Access the Action Items modules, where Terret AI compiles action items created from your calls and communications.

Step 7: Review action item descriptions, see their sources with return-to-call links, and check assignments of owners and dates.

Step 8: Complete actions directly—such as generating a follow-up email based on a call.

Step 9: Customize the email using prompts.Edit as needed.

Step 10: Copy the message to your clipboard.

Step 11: Mark the item as completed when finished.

Step 12: Switch to view all completed action items.

Step 13: Add a new action item, including details like description and user assignment.

TerretGPT

Step 14: Locate Terret GPT on the right-hand side of the page.

Step 15: Open or close the bot at any time.

Step 16: Minimize or maximize Terret GPT for flexible use.

Step 17: Use pre-made suggestions or ask your own questions.

Step 18: Receive follow-up suggestions relevant to the current conversation.

Step 19: Get answers to deal-specific questions, as TerretGPT uses context from the deal.