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We need better names for those cards. Maybe the information architecture should be:<h1>Agent Name</h1><h2>Hero Message</h2><h4>Description</h4>example below -<h1>6QA Agent</h1><h2>Inspect, Analyze or Setup your 6QA</h2><h4>Eg: Summary of recent activity trends across marketing qualified accounts, monthly trends</h4>also when you scroll to the bottom, the side bar disappears (attached screenshot)fix the above
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for 6QA update the description based on the below product specs -Product Spec – 6QA AgentOverviewThe 6QA Agent is a proactive, AI-powered assistant designed to help marketers extract insights, take action, and close the loop on 6sense Qualified Accounts (6QAs). It functions as:An analytics Q&A engine for all things 6QAAn alerting system when 6QAs are being ignoredA routing engine to recommend account ownershipRecommendation to add 6QA to AI Emailprototype - v0 AppTarget UsersMarketing OpsDemand Gen ManagersSales Development Reps (SDRs/BDRs) (Ideal state - 6QAs are handed off to BDRs)Key Features🧠 1. 6QA Analytics Q&A Engine (Level 1 for the first release)Natural language interface that answers below set of questions related to 6QAsSample questions it should answer:How many 6QAs did we generate last quarter (any frequency that's currently possible by our reporting)Which 6QAs turned into opportunities or closed-won deals? (we could define conversion as buying stage progression or closed won)Any kind of time series analytical question on New 6QAs, Total 6QAs, Worked, Unworked, avg sales activities.What's the average time-to-contact for a 6QA?This time last year, trend comparisions.Advanced - Am i meeting my goals? How many are enough? (Disclaimer - lot of customers don't fill their goals in CRM, so maybe we should have some best practice and if possible guess/predict the goals and show our assumption)MoM, QoQ, YoY numbersWhich regions, industries etc. are these accounts from?Advanced - What activities (campaigns, AI email) led to 6QA creation (attribution)? (Activities include keywords researched, persona visiting customer website, MAP activity surge, webinar attendance, in-person event attendance Calls recorded on CRM)Which campaigns touched these 6QAs?Which campaigns drove the highest conversion of 6QAs?Advanced - Are sales teams working on 6QA accounts?Which BDRs worked the most 6QAs?What’s happening post 6QA? - can we pull any information in terms of CRM call records, SDR assigned, MAP emails)UX Modalities:Copilot sidebar inside 6sense platformAI Agents Home⚠️ 2. 6QA Alerting Triggers alerts for accounts that are going stale or unworked by salesScenarios:6QA not touched within 24/48/72 hrsNo owner assigned to the 6QAOwner hasn’t sent an email or taken action in CRMOutputs:Slack/Email alerts to the user as an automation set up.💌 3. AI Email RecommendationsSuggest the next best AI Email sequence for 6QAsScenarios:A new 6QA enters the system and the MOPs want to add 6QA to AI email.6QA hasn’t responded to prior outreach and want to awaken the deadOutput:Recommend 6QAs to be added to specific AI Email campaigns or a add a rule to send such 6QAs to AI Email campaignsUser StoriesAs a Marketer:I want to understand how many 6QAs we are generating over time and from which campaigns.I want to see which 6QAs are converting and which are going cold.I want to tie my campaign performance to 6QA generation and conversion metrics.As a BDR Manager:I want to know which 6QAs are unassigned or untouched.I want to automatically route accounts to the right rep.I want to be alerted when 6QAs are being ignored.As a BDR:I want to see which 6QAs I should prioritize.I want to know the context for why an account is a 6QA.I want suggestions on how to engage with this account.I want to see all the prior activity of a 6QA (touchpoints on CRM, MAP and 6Sense)Open QuestionsHow do customers currently hand off their 6QAs to Sales? - Do we currently enable any of itRecommend which BDR should pick up an unowned 6QA. These ones are 100% being wasted as of now.Do we have data for account to BDR mapping, getting right territory and BDE is very importantCustomers don't fill their pipeline goals on CRM and we can't change that behavior - is it possible to guesswork the number loosely, not looking for complex data science but simple things like looking at last year revenue and adding a expected growth rate type of ideas. If we have this, we can tie 6QAs to → Hit x number of 6QAs to hit your goal.Explainability for models - Behind intent scores keeps coming up as question. can we abstract out the data science model into higher level business friendly variables ( (Activities include keywords researched, persona visiting customer website, MAP activity surge, webinar attendance, in-person event attendance Calls recorded on CRM))