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Understanding AI Responses

Coach Pilot responses include helpful indicators to understand how advice was generated.

Updated yesterday

Response Badges

🏷️ Guided Response

This badge appears when the AI incorporated your company's playbooks into its response. This means:

  • Advice aligns with your organization's sales methodology

  • Recommendations follow established best practices

  • Messaging matches your brand voice

🧠 Personalized Response

This badge indicates the AI used your saved memories or context. The response takes into account:

  • Your role and experience level

  • Past situations you've shared

  • Preferences you've saved

🌐 Web Search

When enabled and relevant, the AI may search the web for current information:

  • Latest industry trends

  • Company research

  • Competitive intelligence

  • Recent news

πŸ”— CRM Informed

If your CRM is connected, this badge shows the AI referenced your CRM data:

  • Deal information

  • Contact details

  • Company records

Citations Panel

Click "Show Sources" to see what informed the response:

  1. Playbook Citations - Specific sections from your company playbooks

  2. Web Citations - URLs and sources from web searches

  3. Memory Citations - Your saved knowledge that was referenced

Expanding Responses

Use follow-up prompts to:

  • Get more specific examples

  • Dive deeper into any point

  • Request alternative approaches

  • Ask for role-play scenarios

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