Use Genie to get answers and delegate sales tasks Updated March 13, 2026 16:12 Genie is your AI-powered seller assistant designed to help you prepare for meetings, answer complex questions using your company's content, and automate time-consuming tasks like drafting emails or creating Shared Spaces and Collections. See how it works Key features Get instant answers to questions based on company content and web research (if enabled by your admin) Draft personalized emails in multiple languages Create new Shared Spaces and Collections automatically Organize data into tables, lists, and summaries within the chat Interact with voice and vision intelligence so Genie can understand and use your images, PDFs, audio files, and more Note: Genie capabilities depend on your organization’s AI Bundle tier. Professional tier includes chat, vision intelligence, conversation starters, and the company content agent. Advanced tier includes chat, vision intelligence, voice control, conversation starters, deep research agent, and podcast agent. Expert tier includes chat, vision intelligence, voice control, conversation starters, company research agent, deep research agent, podcast agent, and custom agents. You need this to succeed Showpad Web App access An active internet connection (Genie does not work offline) Genie enabled by your admin An AI Bundle The quick way Open and interact with Genie Choose an agent Delegate tasks Best practices 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. Click the Genie button in the lower-right corner to expand the chat interface. Use the Conversation Starters for quick actions or enter your own prompt in the message bar. 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. Press enter or click the send icon to start your conversation with Genie. 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. 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. To verbally chat with Genie, 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.) 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. To copy the text content of Genie’s response, click the copy icon. It will be copied to your clipboard to paste where needed. Click New Chat to clear the current conversation and start fresh. To view your previous conversations, click the clock icon to search and select them from the list. You can rename or delete the conversations by clicking the three dot menu next to each conversation and selecting the action. Choose an AI Agent Genie uses specialized agents to handle different types of requests. You can switch between agents by clicking the current agent under the text field and selecting a new one. The following are out-of-the-box agents; however, your admin may create agents specific to your organization. Company Content Agent (Default): Uses your organization's content, Experiences, and meeting notes to answer questions. (Available to sellers with the Professional, Advanced, or Expert AI Bundle) Deep Research Agent: Accesses web search and general LLM knowledge for broader market research. (Available to sellers with the 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) Delegate Tasks Ask Genie to perform actions that save you time in your daily workflow. Create a Collection Enter a prompt like, "Create a Collection around [Topic]." To customize the Collection further, you can instruct Genie to include only Shareable, customer-facing items or focus on internal enablement. 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 Enter a prompt like, "Create a Shared Space for [Prospect Name] regarding [Topic]." Genie may prompt you to add a brief, tailored intro message. Click Create Shared Space. You can then edit the name, description, or content as needed. Draft Emails Ask Genie to draft a Showpad email share for a specific asset or meeting follow-up. 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 pointse.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 tablee.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. Related articles Guide to Genie Assistant settings Add your organization’s terms to the glossary Log, sync, and manage meetings with Field Meeting AI Capture a note and view a structured AI overview with Field Meeting AI Create and edit Genie Assistant agents