AI Features

AI Features

senSEi includes AI-powered features that work with your transcripts and deal data to save time and surface insights.

Meeting analysis

On any meeting node, click Analyse to extract structure from a transcript. The AI extracts: summary, problem statements, action items, next steps, and key quotes. If an opportunity is linked, it also extracts Command of the Message fields and writes them back to the opportunity.

Analysis runs automatically on meetings recorded via the mobile app.

AI panel on opportunities

Click the ✦ AI button on any opportunity to open the AI panel. Actions available:

• Synthesize COM — Reads all meeting transcripts and fills the 7 Okta Force Management Mantra fields (Challenges, PBOs, Required Capabilities, Metrics, How We Do It, How We Do It Better, Proof Points) with verbatim evidence quotes. Results appear in the Sales → COM tab. Switch to Sales → Mantra to see the assembled conversational script, or Sales → BV Slides for executive-ready slide content.
• Generate BV Slides — Creates 7–9 executive Business Value slides (headline, bullets, SE talking points, customer evidence) from your CoM data and transcripts. Results appear in the Sales → BV Slides sub-tab.
• Technical Qualification — Synthesises the technical qualification scorecard across all meeting transcripts, populating the Presales → TechQual tab.
• Generate Current/Future State — Builds text descriptions, Mermaid architecture diagrams, and HTML visual diagrams for the customer's current and future state. Results appear in Presales → State Analysis. The PDF export includes these diagrams automatically.
• Extract POC Data — Three-phase extraction from transcripts: (1) structured data — use cases, environment, features, success criteria, stakeholders; (2) narrative — background, exec summary, architecture overview; (3) build steps — prescriptive step-by-step Okta admin console instructions for each use case. Results appear in Presales → POC Guide. Export to DOCX or PDF.
• Analyze Presales Fields — Fills Okta SFDC presales fields (Stage, Confidence, Tech Diff, Concerns, Risks/Gaps, POC Status, Next Steps) in Presales → Presales. Writes leadership-quality meeting blurbs with deal impact framing.
• Research Account — Generates 6-8 sales intelligence bullets about the company.
• Map Stakeholders — Identifies roles and relationships from transcripts.
• Suggest Next Actions — Recommends deal advancement steps as Kanban card suggestions.

Meeting prep

Click Generate Prep on a meeting node to get: prep bullets, a personalised icebreaker, and industry insights relevant to the call.

Follow-up emails

After analysis, click Generate Follow-up to draft an internal Slack message and a professional client follow-up email. The Follow-up Agent (see Agent Inbox) also does this automatically.

AI chat assistant

Press ⌘J / Ctrl+J to open the AI chat panel. Ask questions about accounts, deals, or meetings — the assistant has context from your workspace.

Health score

Every opportunity has an AI-computed health score (0-100) based on: recency of last meeting, VBC Mantra completeness (how many of the 7 fields are filled), close date risk, and activity velocity. Scores below 40 are red; 40-70 yellow; 70+ green.

Real-time coaching (mobile)

During a live recording on the mobile app, AI analyses the last 2 minutes of transcript every 30 seconds. If it detects a Mantra element being discussed — a challenge, PBO, required capability, metric, or competitor mention — a non-intrusive banner appears with the detected signal. Dismiss it or let it auto-expire after 60 seconds. Each signal maps directly to a VBC Mantra field so you can capture it immediately.