Account Intelligence AI Notebook Ideas

Feature Requests 👷🏻👷‍♀

Please return a list of feature requests or suggestions that have not been implemented yet.

Stakeholders 🤝

Identify the key stakeholders for the customer. Return a list of customer stakeholders along with their roles. Stakeholders include decision makers, influencers, and users. Limit to a maximum of 10 stakeholders.

Sentiment 😩😁

Analyze the customer's sentiment by identifying expressions of excitement or frustration. Focus primarily on sentiment trends from the past few months to provide an up-to-date assessment. Return a paragraph describing the overall sentiment trends. Keep this brief and concise to 4 sentences maximum.

Business Objectives 🕵‍♀️

Determine what goals and challenges within their business the customer is focused on addressing. Present findings in a short list.

Customer Success Meeting Prep 📆

Purpose :Provide all context to the CSM going into a customer call

Last Meeting

Give me a summary of the latest call with the customer. Date and time of call: Who were the attendees, topics and what were the next steps?

Last call should be: {{ account.custom_field.calendar.last_meeting_date }}

Next meeting

Look for scheduled meetings in the near future and compile an agenda and topics based on tickets in the previous 30 days.

Who is on the call? When is it scheduled and provide a link to the ticket where the call was requested

Put them under the headings:

Call Agenda

Outstanding items from last call

Long term open items

Next meeting date is {{ account.custom_field.calendar.next_meeting_date }}

Please highlight when the next meeting date is. If you can't find an upcoming call, just say "No upcoming calls detected"

UpSell Opportunities 💰

Please return a list of upsell opportunities for the customer. This should be a list of products or services that the customer has expressed interest in.

A set of available upsells and features are located here: https://usepylon.com/pricing.

Details on how our pricing works: https://support.usepylon.com/articles/5769935869-how-does-pylon-s-pricing-work

Highlight any active trials going on below (follow this list format):

AI Agents:

• Are they on a trial?

• Is the trial expiring?

• What was their usage level?

AI Assistant:

• Are they on a trial?

• Is the trial expiring?

• What was their usage level?

Data to use:

AI Assistants

Trial plan: {{ account.custom_field.assist_plan_or_trial }} (if paying, then they are already sold this feature; if trial active, then they are on a trial that is still active; if trial expired, then their trial period has ended; if trial TBD, then they are on a trial that has unknown end date and we should follow up; if NA, then they are not on a trial)

Trial end date: {{ account.custom_field.assist_trial_end_date }}

Usage: {{ account.custom_field.assist_usage_level }} uses in the month

Usage level: {{ account.custom_field.assist_usage_level }}

AI Agents

Trial plan: {{ account.custom_field.agent_plan_or_trial }} (if paying, then they are already sold this feature; if trial active, then they are on a trial that is still active; if trial expired, then their trial period has ended; if trial TBD, then they are on a trial that has unknown end date and we should follow up; if NA, then they are not on a trial)

Trial end date: {{ account.custom_field.agent_trial_end_date }}

Usage: {{ account.custom_field.agent_monthly_usage }} uses in the month

Usage level: {{ account.custom_field.agent_usage_level }}

Renewal Plan 🔴

Is customer up for renewal?

What is their current plan?

Based on their usage, should we upsell them on seats?

Based on {{ account.custom_field.salesforce.Customer_Since__c }} , if they have been a customer for a while, flag that they are likely to renew regardless of usage

Please use and reference all data below:

Renewal date: {{ account.custom_field.account.salesforce.Renewal_Date__c }}

Current plan: {{ account.custom_field.account.salesforce.Paid_Seats__c }}

Usage this month: {{ account.custom_field.usage_curr_month }}

Usage previous month: {{ account.custom_field.usage_prev_month }}

Usage level: {{ account.custom_field.usage_level }}

Usage percentage: {{ account.custom_field.usage_percent }}

Setup and Adoption next steps 🛠

What are next steps or followups in product setup? Pls look at issues and meeting transcripts from the past 3 months only

What are next steps we discussed on product adoption? Please reference data below

Seats bought: {{ account.custom_field.account.salesforce.Paid_Seats__c }}

Seats used this month: {{ account.custom_field.usage_curr_month }}

Seats used last month: {{ account.custom_field.usage_prev_month }}

Percent usage: {{ account.custom_field.usage_percent }}

Usage level: {{ account.custom_field.usage_level }}

Small Talk 💬

Please highlight any small talk we discussed with this customer (hobbies, interests, vacations, etc.)

Please highlight any great quotes from the team in the past month