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AI Chat Guide

Learn how to use AI Chat to get strategic competitive intelligence assistance.

Overview​

AI Chat provides intelligent assistance for competitive intelligence questions. It uses your collected data, web search, and AI reasoning to answer questions about competitors, battlecards, matrices, and more. AI Chat is available in two modes: competitor-specific chat and general chat.

Note: AI Chat requires STANDARD plan or higher. Enterprise plans get additional action tools.

Getting Started​

Accessing AI Chat​

  1. Navigate to AI Chat from the main menu
  2. Or use the floating chat widget on competitor pages
  3. Chat interface opens ready for your questions

Two Chat Modes​

Competitor-Specific Chat​

Focused on a specific competitor:

  • Access from competitor detail pages
  • Context-aware about that competitor
  • Uses competitor-specific data and tools
  • Best for detailed competitor questions

General Chat​

Workspace-wide assistance:

  • Access from main AI Chat page
  • Can answer questions about any competitor
  • Uses @mentions to focus on specific competitors
  • Best for broad questions and comparisons

Asking Questions​

Basic Questions​

Ask natural language questions:

  • "What are our advantages over Competitor X?"
  • "How does Competitor Y position themselves?"
  • "What objections should I expect from Competitor Z?"
  • "Compare our pricing to Competitor X"

Using @Mentions​

In general chat, mention competitors by name:

  • "@Acme Corp what are their main weaknesses?"
  • "How does @Competitor X compare to @Competitor Y?"
  • "@Company Name what is their pricing strategy?"

The AI will automatically identify and focus on mentioned competitors.

Question Types​

AI Chat can answer:

Competitive Intelligence:

  • Competitor strengths and weaknesses
  • Market positioning
  • Pricing strategies
  • Feature comparisons

Sales Support:

  • Talking points for deals
  • Objection handling
  • Competitive differentiation
  • Win strategies

Strategic Analysis:

  • Market trends
  • Competitive landscape
  • Opportunity identification
  • Risk assessment

How AI Chat Works​

Tool Usage​

AI Chat uses various tools to answer questions:

Retrieval Tools (All Plans)​

  • get_battlecard: Retrieves battlecard content
  • get_matrix_comparison: Gets competitive matrix data
  • vector_search_intel: Semantic search of intel items
  • get_competitor_intel: Retrieves all intel for a competitor
  • get_competitor_profile: Gets competitor profile information

Web Search Tools (All Plans)​

  • web_search: Searches the web for current information
  • get_webpage_content: Fetches and analyzes web pages

Action Tools (Enterprise Only)​

  • trigger_refresh: Triggers competitor refresh jobs
  • generate_battlecard: Generates new battlecards
  • Other actions: Additional automation capabilities

Response Process​

  1. Question Analysis: AI understands your question
  2. Tool Selection: Chooses appropriate tools to gather data
  3. Data Retrieval: Fetches relevant information
  4. Reasoning: Analyzes and synthesizes information
  5. Response Generation: Provides comprehensive answer

You'll see the AI's thinking process and tool usage in the chat interface.

Best Practices​

Be Specific​

  • Mention specific competitors by name
  • Ask focused questions rather than broad ones
  • Include context about what you're trying to accomplish
  • Reference specific products or categories when relevant

Use Follow-up Questions​

  • Build on previous answers
  • Ask for clarification
  • Request more detail on specific points
  • Explore related topics

Leverage Evidence​

  • Ask for evidence to support claims
  • Request source links
  • Ask about credibility of information
  • Verify claims with evidence

Combine with Other Features​

  • Use AI Chat alongside battlecards
  • Reference matrix data in questions
  • Ask about specific intel items
  • Connect chat insights to sales activities

Competitor-Specific Chat​

When to Use​

  • Preparing for a specific deal
  • Deep dive on one competitor
  • Competitor-specific questions
  • Focused competitive analysis

Features​

  • Pre-loaded competitor context
  • Access to competitor-specific data
  • Battlecard and matrix integration
  • Evidence from that competitor's intel

Example Questions​

  • "What are our main advantages over this competitor?"
  • "How should I position against them in a sales call?"
  • "What objections will I face from this competitor?"
  • "What's their pricing strategy?"

General Chat​

When to Use​

  • Comparing multiple competitors
  • Broad market questions
  • Workspace-wide insights
  • Strategic planning

Features​

  • @mention functionality for focus
  • Access to all competitors
  • Cross-competitor comparisons
  • Market-level analysis

Example Questions​

  • "Compare our top 3 competitors"
  • "@Competitor A vs @Competitor B - who's stronger?"
  • "What are the main trends in our competitive landscape?"
  • "Which competitors should I focus on?"

Plan Tiers​

STANDARD Plan​

  • Competitor-specific chat
  • General chat
  • Retrieval tools
  • Web search tools
  • Basic AI assistance

PRO Plan​

  • Everything in STANDARD
  • Enhanced AI capabilities
  • Priority processing

ENTERPRISE Plan​

  • Everything in PRO
  • Action tools (trigger refreshes, generate battlecards)
  • Advanced automation
  • Custom integrations

Chat History​

Viewing History​

  • Chat history is saved per competitor (competitor-specific chat)
  • General chat history is saved separately
  • History persists across sessions
  • Access previous conversations

Managing History​

  • Clear history for a fresh start
  • History is stored locally in your browser
  • Each competitor has separate history
  • General chat has its own history

Tips and Tricks​

Getting Better Answers​

  1. Be specific: Include competitor names, products, or categories
  2. Provide context: Explain what you're trying to accomplish
  3. Ask follow-ups: Build on previous answers
  4. Request evidence: Ask for sources and proof
  5. Use @mentions: In general chat, mention specific competitors

Common Use Cases​

Before a Sales Call:

  • "What are our talking points against @Competitor X?"
  • "What objections should I prepare for?"
  • "How do we differentiate from them?"

Competitive Analysis:

  • "What are @Competitor X's main strengths?"
  • "How do they position themselves?"
  • "What's their pricing strategy?"

Strategic Planning:

  • "Who are our top competitors?"
  • "What are the main competitive trends?"
  • "Where should we focus our efforts?"

Troubleshooting​

Chat Not Responding​

  • Check your internet connection
  • Ensure you have STANDARD plan or higher
  • Try refreshing the page
  • Clear browser cache if issues persist

Inaccurate Answers​

  • AI Chat uses available data - ensure competitors are processed
  • Refresh competitors to get latest intelligence
  • Ask more specific questions
  • Request evidence to verify claims

Missing Features​

  • Some features require ENTERPRISE plan
  • Check your plan tier
  • Upgrade for additional capabilities
  • Contact support for plan questions
  • Battlecards: AI Chat can reference battlecard content
  • Matrix: Chat can explain matrix comparisons
  • Intel: Chat searches your intel items
  • Competitors: Chat uses competitor data for answers

Next Steps​