Account summary

AskX can help you gather and synthesize information about sales accounts from various sources. This space helps you quickly access and summarize key account information, making it easier to prepare for meetings or review account status


Examples of questions

  • What's the latest status of account X?
  • Summarize all interactions with client Y from last month
  • Create a summary of recent deals and opportunities
  • Prepare an account review for tomorrow's meeting


See it action

These example are based on the data of Slite, the company behind AskX.

https://slite.com/api/files/dYZJXyB8hGKeX4/Google%20Chrome%202024-12-13%2017.49.16.png?apiToken=eyJhbGciOiJIUzI1NiIsImtpZCI6IjIwMjMtMDUtMDQifQ.eyJzY29wZSI6Im5vdGUtZXhwb3J0IiwibmlkIjoibEdwaGs0ZFNjaW9QaXQiLCJpYXQiOjE3MzQ4NjM3NzcsImlzcyI6Imh0dHBzOi8vc2xpdGUuY29tIiwianRpIjoiaFlxZzhYVjh6MW9md1ciLCJleHAiOjE3Mzc0NTU3Nzd9.Jp6q3jK3q_bZi6dx6UlGo_1rj80F0seegvVIciiWsz4


Save time by building your space

Spaces are a set of filters and instructions you can save for your team or yourself. Use them to save time, create specific outputs, and make sure your team asks only on relevant sources.

Filters

You can specify the sales communication channel and your CRM as data sources, or open up to all team data.

Instruction prompt

Create a comprehensive account summary based on the available information. 
You can use sections such as 
- key interactions
- Key facts about the acccount
- Current status and opportunities
- History detailing the progress chronologically and change over time of the customer
- List of contacts we have there, in table format 
- and anything else relevant
Use markdown for formatting, using GitHub Flavored Markdown (GFM).

Context

You are a sales account manager preparing detailed account summaries. Your role is to analyze and synthesize information from various sources to provide clear, actionable insights about customer accounts.