AI Teammate: A Brief Overview

SiftHub's AI Teammate connects to your organization's knowledge sources to help sales teams access valuable insights that would otherwise remain scattered across various platforms (CRM, Zoom, Gong, Slack, Drive, SharePoint, email).

When internal knowledge isn't sufficient, it can also search the web for up-to-date information. This feature enables you to craft targeted narratives for solutions, demos, objection handling, and discovery calls with the most relevant and current information.

 

Accessing AI Teammate

1. Log in to your SiftHub account
2. Go to the AI Teammate section from the left navigation panel
3. You'll see the conversation interface where you can begin interacting with the Sales AI Teammate
   
   

Key Components

Conversation Interface

• Free-text queries: Enter prompts ranging from quick product clarifications to strategic sales approaches.
• Sales Use Cases: Access specialized tiles for high-frequency tasks like RFP checklists or call performance scoring. SiftHub's use cases tiles are highly configurable. You can define what use cases you want to see, pin your most frequently used ones on top, and also define the template of the output for any of the tiles
• Step-by-step reasoning: View how the AI arrived at its conclusion through connected citations.
• Follow-up questions: Ask further questions to dig deeper while the AI retains the context of the current thread.
  
  

Conversation History

The left sidebar allows you to organize and retrieve your research:

• My conversations: View a list of past conversations you initiated in descending chronological order.
• Shared with me: Access conversations that teammates have shared with you for collaboration or review. You 'View only' access to these articles and can make a copy of them to continue the conversation
• Search and Filter: Use the search bar to find past conversations by keyword, or click the Filter icon to narrow history by date.
  
• Make a Copy: If you are viewing a shared thread in View only mode, click Make a copy at the bottom of the screen to create an editable version you can continue to prompt.
  
   

Scope of knowledge

Atleast one scope of knowledge (Connected Sources, Attached file(s) or Web) must be enabled for AI Teammate to generate responses.

Connected sources

• Enabled by default. Click the Sources button to select specific apps (HubSpot, Google Drive, Notion, etc.) or specific Collections (e.g., "Food vertical") to ground the AI's response.
  

Attached file(s)

• Click the Attach button to upload up to 10 files (max 25MB each) such as transcripts or meeting notes. Attached files are only used within that specific conversation and are not saved to the Repository.
  
  

Web search

• Toggle the Web tile on and enable SiftHub to selectively search for required information from external webpages and get relevant web links from authoritative sources
  
  • Web search is only triggered when the available information in your connected sources or attached files is deemed insufficient to address the scope of your query
  • Perfect for prospect/deal research, competitive analysis, industry benchmarks, technical comparisons, and market trends
  • Click on External References tile at the bottom of the generated response to view a list of relevant web links fetched for that query
    
    
  • Provide specific URLs to be scanned in your input even when web search is disabled. SiftHub only scrapes the links provided and does not retrieve information from other web pages. This generates responses with a focused scope of knowledge in addition to your connected sources.
    

Sales Use Cases (Intents) Selection

Intents are specialized, highly configurable workflows that replicate how top teams approach repetitive tasks. SiftHub allows you to tailor these intents to match your organization's specific sales methodology and reporting standards.

Pre-defined intents:

Configurability

• Define Visible Intents: Admins can choose which use case tiles are available to the team, ensuring the interface remains focused on your most relevant sales activities.

• Pinned Use Cases: You can pin your most frequently used intent tiles to the top of the interface for immediate access.

• Custom Output Templates: For every intent tile, you can define a specific output template, ensuring the AI-generated responses (e.g., a SOW or Handover summary) always follow your company’s required format, tone, and depth.

Using AI Teammate

Starting a Conversation

• Click on "New" to start a new conversation
  • Type your query in the input field or select a pre-defined intent
•  Choose your knowledge sources:
  • Filter your connected sources
  • Upload relevant documents
  • Specify whether to use only uploaded documents or include connected sources
•  Toggle Web search on/off depending on your query scope

Getting Responses

• AI Teammate will generate a response based on your query and selected scope of knowledge
• Each response includes attribution to the exact internal sources and external references (both internal and external)
• Review the sources to verify information accuracy

Checking Sources

AI Teammate cites its sources inline, right after the statement each one supports, so you can check any part of a response without leaving the conversation.

• Source name: Each citation shows the name of its source, shortened to the first few words
• Multiple sources: When a statement comes from more than one source, the citation shows the first name with a +N count, for example "Annual Report +2"

Click a citation to see its sources. Each source shows the file type icon, title, owner, last updated time, and source system. Click a source to open it in a new tab. When a citation has more than three sources, the first three are listed, followed by +N more. Click it to see the rest.

For some responses, clicking a citation shows the exact excerpt the response came from instead of the source list. Use Next and Previous to move between sources, and the full screen icon for a larger view. Excerpts may be reformatted slightly for readability.

Follow-up Interactions

• Continue the conversation with follow-up questions
• Refine previous queries for more targeted information
• Add or remove documents from the context as needed
• Turn any response into a Word document (.docx) customizable to your brand template. See Creating a Doc below.
  
  
  Reach out to your SiftHub Customer Success Manager to set up your brand's template for all AI Teammate response exports.

Creating a Doc

Turn any AI Teammate response into a formatted Word document (.docx) that you can share, file, and edit outside SiftHub. SiftHub rearranges the response into a clean document layout with a title, headings, tables and lists. The content itself stays the same.

1. Click the Create a doc icon in the action bar below any response
2. SiftHub shows Creating your doc… while the document is prepared
3. A doc card appears in the conversation with the document title and a DOCX label
4. Click the doc card to preview the document in a new tab, or click the download button to save the .docx file to your computer

Clicking the document tile opens a preview of the document in a sidepanel seamlessly. Review the doc's contents and export a copy.

The Create a doc button only uses the response it sits under. You can scroll up to any earlier response in the thread and create a doc from that one. Each doc you create consumes 3 transactions.

You can also ask AI Teammate to create a doc from inside the conversation:

• Simple requests: Type something like "create a doc of this", "make this a document" or "download as Word". AI Teammate creates a doc from the most recent response and adds a short summary of what the doc contains
• Edit and create: Ask for changes along with the doc, for example "add two points on security compliance and create the doc". AI Teammate first writes out the full updated content in the chat so you can review it, then prompts you to click Create a doc when you're ready.
  • Not quite right? Type your feedback and AI Teammate will rewrite the content again
  • No doc is created until you click Create a doc

What goes into your doc:

• Title: Generated from the document type and subject, for example "Battlecard: SiftHub vs Legacy Tools for Acme". A short subtitle, such as a date range or account name, is added when it's useful.
• Formatting: Headings, tables, bulleted and numbered lists, bold and italic text, and hyperlinks all carry over from the response.
• What's left out: Conversational lines ("Here's a summary of…", "Let me know if you need anything else"), source citations and SiftHub interface elements are removed so the doc reads on its own.

Reach out to your SiftHub Customer Success Manager to set up your brand's template for all documents created from AI Teammate.

Source citations are not included in the doc. Review the sources in the conversation before sharing the document.

Transactions consumed

Each AI Teammate response consumes up to 50 transactions, depending on:

• Response complexity and size
• Workflows and steps involved in generating the response
• Use of web knowledge and extent of search done through external data

Sharing and Privacy Levels

You can manage who has access to your research by clicking the Share button at the top of any conversation.

• Private: Default setting; only you can see this conversation.

• Restricted: Only selected users or teams you invite can see this thread.

• Account-wide: Anyone in your SiftHub account with the link can view it.

• Public: Generates an external link that anyone (even non-users) can view.

[!NOTE] Viewers of a shared link may not be able to access the original source documents unless they have separate repository permissions.

Best Practices

• Be specific in your inputs to get more targeted responses that adhere to your output requirements
• Use pre-defined intents for common sales tasks
• Enable Web search for researching industry benchmarks, technical comparisons, market trends or other external knowledge
• Ensure you have connected or attached relevant documents when asking about specific deals or clients
• Review source attributions to validate information
• Use follow-up questions to refine and expand on initial responses
• Start new conversations for queries with a different topic of research compared to your current active conversation