Drive smarter decisions with AI Mentor Chat in your inbox¶
AI Mentor Chat is a built-in conversational assistant that helps frontline teams—from sales to operations—take smarter, faster action using real-time, personalized insights from your CRM. Whether you’re advancing a deal, ensuring client onboarding stays on track, or managing daily tasks, Mentor highlights what matters most, exactly when you need it.
Built directly into the Revenue Grid Email Sidebar, AI Mentor is always available in your daily workflow. Ask questions in plain language, and the assistant retrieves relevant data, explains next steps, and suggests follow-up actions.
This article describes how AI Mentor Chat works, what it can help you with, and how to use it across your operational and sales workflows.
What AI Mentor can help you with¶
AI Mentor supports various customer-facing roles. Whether you’re managing deals or ensuring clients stay on track during onboarding, it provides real-time guidance based on CRM data and your organization’s best practices—helping you take informed actions confidently.
For sales and account management¶
Mentor helps sales representatives, account executives, and account managers stay organized, move deals forward, and prioritize effectively.
| Use case | Example question | What Mentor provides |
|---|---|---|
| Prepare for customer calls | “What should I know before my meeting with Acme Inc.?” | Meeting summary with recent activity, key contacts, open items, and suggested talking points. |
| Follow up with stalled contacts | “Who hasn’t responded to my last email?” “Which opportunities have gone cold?” |
Lists inactive contacts or opportunities and suggests re-engagement steps. |
| Handle objections effectively | “What are common objections at this stage?” “How should I respond to pricing concerns?” |
Objection-handling advice, sales content (such as one-pagers or case studies), and personalized responses. |
| Track quota progress | “How am I tracking toward quota this month?” “Which deals can help close the gap?” |
Status of progress, highlights impactful deals, and alerts for shortfalls. |
| Address competitor risks | “Which deals mention our competitors?” | Highlights deals mentioning competitors in notes or emails, enabling early intervention. |
| Analyze lost deals | “Why did I lose recent opportunities?” | Reasons for losses, identifies common trends, and recommends actions to improve win rates. |
| Summarize deal status | “Summarize the Acme Inc. opportunity.” | Concise overview, current status, past interactions, next steps, and risks. |
| Guide deal progression | “What should I do to move the DeltaSoft deal forward?” | Recommended actions based on recent engagement and pipeline status. |
For customer operations teams¶
Mentor supports onboarding managers, support specialists, and customer success teams by surfacing important updates, tracking progress, and helping deliver consistent client experiences.
| Use case | Example question | What Mentor provides |
|---|---|---|
| Summarize call notes | “Summarize my recent calls with GlobalTech.” | Key points, action items, and follow-up suggestions aggregated from Salesforce notes. |
| Track onboarding progress | “What onboarding steps are pending for Acme Inc.?” | Lists incomplete onboarding steps, such as welcome calls or pending documents. |
| Get process status updates | “Give me a customer activity summary for this week.” “Which accounts don’t have updated contacts?” |
Summarizes customer engagement, open tasks, or missing CRM data. |
| Plan your day | “What should I focus on today?” “Do I have any urgent follow-ups?” |
Personalized daily agenda, including meetings, urgent tasks, and key follow-ups. |
| Search CRM quickly | “What was the last contact with Jane from Acme?” “Who’s the main contact for the Orion account?” |
Quick answers from CRM records—no filters or advanced search required. |
These are just a few examples—AI Mentor supports a wide range of natural-language queries for both sales and operations teams. Ask about what matters to your role, and Mentor will find and explain the information you need.
Start working with AI Mentor¶
For detailed instructions on accessing and using AI Mentor Chat, refer to Getting started with AI Mentor Chat.
How to interact with AI Mentor Chat¶
AI Mentor Chat is intuitive and conversational. You can ask questions using everyday language—no technical terms or special formatting required.
Ask effective questions¶
To get the best results, be as specific as possible:
-
Include names or context:
“What are the open tasks for the Acme onboarding?”
-
Ask about outcomes or next steps:
“What should I do to move the DeltaSoft deal forward?”
-
Follow up on responses:
“Why is this deal considered at risk?”
Conversations are saved for 30 days, so you can always return to a previous thread and continue where you left off.
Explore the AI’s reasoning¶
AI Mentor doesn’t just give you an answer—it explains why the answer makes sense. When applicable, it provides:
- Key facts from your CRM and recent activity
- Metrics or trends influencing its recommendations
- Deal history, communication patterns, or gaps it identified
If you’re unsure about a suggestion, ask follow-up questions like:
- “Why do you think this deal is at risk?”
- “What makes this account a priority?”
Mentor explains its reasoning, allowing you to confidently make informed decisions.
Take action from insights¶
After answering your question, Mentor often offers helpful next steps—for example:
- “Would you like me to summarize this account?”
- “Should I create a briefing for your next meeting?”
These follow-ups help you move from insight to action without switching tools or losing momentum.
Data sources for Mentor’s responses¶
AI Mentor generates responses using CRM data you have authorization to access, including Opportunities, Accounts, Contacts, Leads, Tasks, and other related records. It analyzes this information to understand your current activity, customer relationships, and business priorities, providing guidance tailored to your role.
If your organization uses Revenue Grid AI Assistants, Mentor can access a broader set of insights beyond CRM records, like activity data captured during customer interactions, meeting and call summaries, assistant-authored insights, etc. With this enriched context, Mentor gains a more complete understanding of your workflows, allowing it to detect gaps like missing decision-makers, surface objections raised in conversations, and recommend precise next steps based on actual engagement history.
Customization and adaptability¶
AI Mentor becomes more effective when it’s configured to reflect your company’s structure, messaging, and goals. When enabling AI Chat, admins can provide key company-specific details in the AI preferences section of the Admin Panel, including:
- Company name – used in responses for personalization
- Competitors – helps Mentor identify competitive mentions in deals
- Company description – improves contextual understanding
- Sales enablement information – allows Mentor to surface relevant content and follow your preferred messaging
The clarity and completeness of this information directly influence the accuracy of AI Mentor’s responses.
For detailed instructions, see Configure AI Mentor Chat for your organization.
Data security and access control¶
AI Mentor is built with enterprise-grade security and complies with your visibility settings in Salesforce and Revenue Grid. It only accesses data you are authorized to view and generates responses strictly within those permissions.
All data is processed according to Revenue Grid’s Privacy Policy and AI Functions Terms and Conditions.