Use Genie to get answers and delegate sales tasks

See how it looks on the Web App

The quick way on the Web App

• Click the Genie icon to 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 Genie uses when you start a conversation.

1. Click the Genie button in the lower-right corner to expand the chat interface. Genie opens with your organization’s default agent, chosen by your admin. The current agent appears at the top.
2. Enter your own request in the message bar or use the Conversation Starters for quick actions. Conversation starters, like “Find a relevant case study”, will autofill the prompt and may provide placeholders that you can fill with information, such as region/vertical, product name, and a specific business challenge. Tab through the field to fill in all the placeholders.
3. Click the plus icon under the message bar for more options:
   • Upload image or file: Add an image or file from your computer. Genie can understand and use what you upload in its response.
   • 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. Click the x on the label to remove it. (Available to sellers with the Advanced or Expert AI Bundle.)
   • Tool integrations: See which connected tools, such as Salesforce, your agents use. If a tool shows a warning icon, click Sign in to connect your account.
4. Press Enter or click the send icon to start your conversation with Genie.
5. Review the response, which includes citations to the source content used. Click a source card to open it in Showpad. Click a source link to open it in a new 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 chat with Genie verbally, click the microphone icon and start speaking. Press Enter or click 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 rate the response's accuracy. This feedback will go to your organization’s admins.
9. To copy the text content of Genie’s response, click the copy icon. It will copy to your clipboard so you can paste it where needed.
10. Click New Chat to clear the current conversation and start fresh.

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. 

1. To switch agents, click the current agent under the text field, then select a new one.  The following are out-of-the-box agents; however, your admin may create agents specific to your organization.
   • Company Content Agent: Uses your organization's content, Experiences, and meeting notes to answer questions. This is the default agent unless your admin chooses another. (Available to sellers with the Professional, Advanced, or Expert AI Bundle)
   • Podcast Agent: Converts written company content in Showpad (assets, Collections, Experiences) into conversational, easy-to-listen audio files, so sellers can consume updates on the go. (Available to sellers with the Advanced AI Bundle)
   • Your admin can add more agents, 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. 

Note: Some agents show their results outside the chat. For example, Company Research gives you a research card you can open in its own window and download as a PDF. To learn how to use it, see Research a company with Genie.

Tip: For broader research using 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. Click the clock icon at the top of the Genie panel to open your chat history.
2. Use the search bar to find a conversation, then click it to continue where you left off.
3. To rename or delete a conversation, hover over it, click the three dot menu, and select Rename or Delete.
4. Click the clock icon again to close the chat history. 

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, click 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. Click 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 multilingual 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"