Use Genie to get answers and delegate sales tasks

See how it looks on iOS

The quick way on iOS

• Open and interact with Genie
• Choose an agent
• Manage your conversations
• Delegate tasks
• Best practices

Do this step by step

Open and interact with Genie

Genie provides a conversational interface for asking questions or giving instructions. What you are viewing in Showpad is included in the context that Genie uses when you begin a conversation.

1. Tap the Genie button in the lower-right corner to expand the chat interface.
2. Tap a Conversation Starter card for quick actions, or enter your own prompt in the message bar. Conversation Starters, like Draft a follow-up email, autofill the prompt, and may provide placeholders that you can fill with information, such as industry, product name, and a specific concern. Tap the send icon to start your conversation with Genie.
3. Tap the plus icon in the bottom left of the message bar to open a menu with more options:
   • Deep Research: Add Deep Research to your conversation. It appears as a label next to the agent name and lets Genie use web search and general LLM knowledge for broader research. Tap the x on the label to remove it. (Available to sellers with the Advanced or Expert AI Bundle.)
   • Conversation starters: Open the full list of Conversation Starters. Use the search bar to find one, then tap it to fill the message bar.
   • Upload image or file: Add an image or file to your conversation from your Photo library, by taking a photo with Take photo, or by selecting a file with Browse files. Genie can understand and use what you upload in its response.
4. While Genie generates the answer, you can tap Stop to cancel the request.
5. Review the response, which includes citations to the source content used. Tap a source card to open it in Showpad. Tap a source link to open it in a browser tab.
6. Below the list of sources, Genie may suggest prompts for further research into your topic. Select one to continue the conversation or enter more requests into the message bar.
7. To verbally chat with Genie, tap the microphone icon and start speaking. Tap the send icon when done. Genie will speak the response to you. (Available to sellers with the Expert AI Bundle.)
8. Use the thumbs up or thumbs down icons to provide feedback on the response's accuracy. This feedback will go to your organization's admins.
9. To copy the text content of Genie's response, tap the copy icon. It will be copied to your clipboard to paste where needed.
10. To clear the current conversation and start fresh, tap the new chat icon in the top right.

Note: The first time you use voice, iOS asks you to allow Showpad to access Speech Recognition and the Microphone. Tap Allow on both prompts to talk with Genie. Your microphone is only active while recording.

Note: Genie uses AI to generate responses based on your Showpad library. Verify technical specs, pricing, and legal terms with official documentation before sharing with customers. Tap Learn more above the conversation to view the full disclaimer.

Choose an AI Agent

Genie uses specialized agents to handle different types of requests. Tap the current agent name next to the plus icon under the message bar to open the Agents list, then select the agent you want to use.

• Company content (Default): Allows Genie to access your organization's company content to provide answers. (Available to sellers with the Professional, Advanced, or Expert AI Bundle)
• Your admin can add more agents in Agent Studio, such as a Competitive Intelligence or Business Case agent, so your list can look different. Each agent's description tells you when to use it.

Tip: To do broader research with web search and general LLM knowledge, add Deep Research to your conversation from the plus icon menu. It works together with the agent you selected.

Manage your conversations

Your previous conversations are grouped by date in the Chat History.

1. Tap the clock icon in the top right to open your Chat History.
2. Use the search bar to find a conversation, then tap it to continue where you left off. A checkmark shows the conversation you have open.
3. To delete conversations, tap Edit, select one or more conversations or tap Select All, and tap Delete.
4. Tap Done to leave the selection mode, or Back to return to your chat.

Delegate Tasks

Ask Genie to perform actions that save you time in your daily workflow.

Create a Collection

1. Enter a prompt like, "Create a Collection around [Topic]."
2. To customize the Collection further, you can instruct Genie to include only Shareable, customer-facing items or focus on internal enablement.
3. Review the list of assets Genie recommends including. Make adjustments if needed, and when you're satisfied, tap Create Collection. The new collection will open automatically for you to review.

Create a Shared Space

1. Enter a prompt like, "Create a Shared Space for [Prospect Name] regarding [Topic]."
2. Genie may prompt you to add a brief, tailored intro message.
3. Tap Create Shared Space. You can then edit the name, description, or content as needed.

Draft Emails

1. Ask Genie to draft a Showpad email share for a specific asset or meeting follow-up.
2. Specify the language you want the draft in; Genie supports multi-lingual drafting and translation.

Tips for successful prompting

To get the most out of Genie, try these best practices:

• Be specific about your audience - Include details like the prospect's industry, company size, or pain points
  • e.g., "Find a case study for a mid-market retail company struggling with inventory management."
• Provide context about where you are in the deal - Mention the stage of the sales cycle so Genie can tailor the response
  • e.g., "Draft a follow-up for a prospect who just attended a demo but hasn't responded in two weeks"
• State the desired output format - Tell Genie what you want it to produce, such as an email, a bullet summary, or a comparison table
  • e.g., "Summarize our product's key differentiators in three bullets for a CFO"

Note: Genie currently does not have access to analytics insights or the ability to interact with your existing Shared Spaces and Collections.