If you’re familiar with ChatGPT then you’ll feel right at home using Aomni’s AI Chat feature. AI Chat is a powerful way to leverage all of the data at your disposal inside Aomni in a text conversation with your AI agent.
To initiate a chat, first select an account that you’re working on and then click the button in the top-center labeled “ask anything about this account.”
You can initiate an account research task directly from chat. Your AI agent automatically determines which queries cannot be fully answered by data already available and will conduct a web search to fill in the details when necessary.
By directly telling your AI agent “search for ….” or some similar variation, you can guarantee that it will perform a web search.
Once a web search has been completed, you can click the 🔍 icon on the bottom right of the chat window to deep dive into the subject. Aomni will automatically compile the completed research, plus sources, into a comprehensive report.
If you’re like us, you have several favorite prompts that you don’t want to copy-paste over and over again. Maybe they’re for drafting personalized call scripts, ideating discovery questions or something else.
In Aomni’s chat box you can select “saved prompts” on the bottom left corner of the chat box to quickly insert a complete prompt into the text entry field.
In order to create a saved prompt, head to the Templates page and select the “saved prompts” tab. Click “New Prompt” to enter and save your prompt, which you can then access from any chat window.
When you chat with you AI agent inside of an Aomni account workspace, the AI agent has access to its entire knowledge base, plus the research for that specific account. It understands all of your features, personas, contacts, competitors and more.
Dynamic data input makes it easy to reference any of these entities or concepts specifically within a chat interaction. For example, instead of saying “the AI sales strategy focused on xyz…”, you can simply tell the AI directly what you want to reference.
To utilize dynamic data input, type “@” in the text entry field (or click the @ button to the left of the text field). You’ll be able to mention deals, news events, AI sales strategies, contacts and more.