Sales Guidance Steps Generator (AI-Driven)

The Orchestration Steps Generator (AI-Driven) transforms how orchestrations are designed and deployed. Once an orchestration and its objectives are set, Sales Administrators can click the Generate Steps button within each stage configuration to automatically create steps that represent key sales activities required to meet each stage objective. The AI models evaluate the orchestration description and objectives, generating logical, actionable steps that align with your organization’s sales process. Generated steps can be reviewed, edited, or enhanced with Smart Actions, due dates, and grace periods. Only task-type steps are created by default, ensuring clarity and focus, while manual editing allows for further customization. Regeneration is available in draft mode, making orchestration setup both dynamic and iterative.

Capability Highlights

• AI-Based Step Generation: Generate contextual, stage-specific task steps instantly using Generative AI, aligned with orchestration descriptions and objectives.
• Editable and Extensible Workflow: Edit, reorder, or add manual steps and Smart Actions to refine the flow and make it fit unique business requirements.
• Draft Regeneration and Flexibility: Regenerate orchestration steps anytime in draft mode to refresh and optimize the process without rebuilding from scratch.

• Accelerated Setup Time: Reduce orchestration creation time significantly by replacing manual step entry with automated AI generation.
• Consistent Sales Execution: Ensure every sales stage follows organization-approved best practices and objectives for predictable deal progression.
• Improved Sales Efficiency: Empower sales teams with clear, actionable steps that minimize guesswork and help them focus on activities that close deals faster.

Steps to enable and configure

You don't need to do anything to enable this feature.