00:00: Impact A i Studio for Act! More than
00:03: A I you talk to.
00:05: Its A I you work with. Too much searching,
00:08: typing and clicks. No connected workflow is what we hear all the time.
00:12: Impact AI Studio helps users research contacts faster,
00:15: build better searches, and design smarter
00:18: workflows inside ACT!
00:20: You'll see how to navigate and utilize the three key features to improve deal
00:24: management, communication and data workflow.
00:28: Using the dropdown select Research mode.
00:30: Research Mode helps users understand records faster giving you insights into your
00:35: contact record.
00:37: Or select Design mode.
00:40: Design Mode turns ideas into actions inside ACT!
00:44: Or Report mode.
00:46: Report Mode brings the power of AI to you without sending records over the internet.
00:50: It helps users uncover actionable items inside ACT!
00:55: Lets take a look at Research Mode to explore the current contact's data and gather
00:59: insights that support your sales strategies.
01:02: Click the light bulb icon to select a prompt specific to the current mode.
01:06: Any prompt can be saved and recalled here,
01:10: You can enter ANY natural language question in this prompt.
01:14: Or you can select the example
01:15: titled 'Why are deals stuck in the pipeline' from under the light bulb icon.
01:20: AI Studio will analyze common obstacles. It returns a summary
01:24: and next actionable steps for closing deals.
01:28: Fill in the prompt with your request like 'Next Best Action" and hit the ENTER key.
01:35: after a brief pause to analyze the current contact A i Studio will
01:39: return recommended steps for advancing your sales process.
01:43: Lets take a look at Design Mode. Again using the drop
01:46: down select Design mode to adjust your workspace layout turning ideas into actions!
01:52: Enter any idea that you have. Your imagination is now powered by A I
01:57: Studio. Like
01:58: 'Send Professional Email'
02:00: After a brief pause A I Studio will generate a
02:03: button you can drag onto your layout.
02:05: After dragging that button onto your layout Click on it to perform you requested
02:09: action! Sending an email!
02:12: Lets take a look at Report Mode.
02:14: Click Report mode to view analytics and summaries that provide insights into your
02:18: sales data.
02:20: Brings the power of A I to you without sending records over the internet.
02:25: It helps users uncover actionable items inside ACT!, like open opportunities without
02:29: an activity, clients who need follow-up, or contacts
02:33: that should receive an email.
02:35: Best of all, users can simply type using natural language — no special
02:39: skills required.
02:41: Type into the prompt 'contacts created this year'
02:43: as one example.
02:45: After a brief pause , you will be presented with a
02:48: report you can run, save and alter using
02:51: themes. These 'reports' are much more then simple visual reports. Use them to create a
02:56: lookup then perform your desired action on this set of contacts.
03:00: Your prompts are only limited by your imagination.
03:02: Try entering prompts like: Contacts with open opportunities greater then 10
03:08: thousand dollars or Contacts with no scheduled activities.
03:12: Impact A I Studio is more than
03:14: AI you talk to. Its AI you work with inside ACT!.
03:18: This demo highlighted how Impact A I Studio empowers you to manage sales
03:23: workflows efficiently by switching between modes, customizing your workspace, and
03:28: leveraging
03:29: actionable insights.
03:30: Start using A I Studio today to streamline your sales process, manage the
03:36: human experience and close deals faster.