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Getting started with AI Mentor Chat

3 min read


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. This article explains how to access AI Chat, manage conversations, and start asking questions.

Prerequisites

Your organization manages access to AI Mentor Chat. To use the feature, a Revenue Grid administrator must enable it for you.

Open AI Mentor Chat in the Sidebar

AI Mentor is available directly in the Revenue Grid Email Sidebar.

To access the chat:

  1. Open the Revenue Grid Sidebar.

  2. In the bottom-right corner, next to the Smart Action toolbar, click the chat button.

  3. Type your request into the input field.

  4. Click the send icon or press Enter on your keyboard.

You can ask questions in plain language, such as:

  • “What should I focus on today?”
  • “What happened in my last meeting with Acme Inc?”

For examples of how Mentor can support your workflow—along with sample questions—see What AI Mentor can help you with.

Start a new conversation

To keep topics organized and make it easier to revisit previous answers, start a new conversation for each new topic.

To start a new conversation:

  1. In the chat window, click the edit icon in the top-right corner.

  2. Begin typing your new request in the input field and send it as usual.

Return to a previous conversation

AI Mentor stores each conversation as a separate thread for up to 30 days, so you can come back to any topic when needed.

To open a previous thread:

  1. In the chat window, click the menu icon in the top-right corner.

  2. Select the conversation you want to continue.

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.

AI Mentor Chat makes it easy to get real-time, personalized guidance from your CRM—without leaving your inbox. Whether you’re managing deals, supporting onboarding, or tracking daily tasks, Mentor helps you work smarter and stay on top of your priorities.

See also