Prep for upcoming meetings with Field Seller Agent

Walk into every customer meeting knowing what was discussed last time, what's unresolved, and what to bring to the table. Field Seller Agent generates a Briefing for every upcoming meeting, so you have AI-powered discussion points, highlights from previous meetings with the same account, and recommended content, all in one place. 

The Briefing tab is the default view for an upcoming meeting. Once the meeting's end time passes, the Overview tab becomes the default on the next page load.

Note: We are committed to providing you with high-quality, secure AI-generated content. See our Generative-AI FAQ to learn about the data privacy and quality controls we use with our AI features.

See how it looks

Key features

• Get AI-generated discussion points based on your deal and account history
• Review highlights and next steps from previous meetings with the same account
• Access recommended content to prepare for your presentation
• Regenerate the briefing when source data changes

You need this to succeed

The quick way

1. Open an upcoming meeting in Showpad
2. On the Briefing tab, review your AI-generated discussion points, past meeting summaries, and recommended content
3. Copy or regenerate the briefing as needed

Do this step by step

The Briefing tab loads automatically for every upcoming meeting. It includes four sections in order: Suggestions for this meeting, Key points from the last meeting, Key points from all previous meetings, and Content to present.

Suggestions for this meeting

This section shows AI-generated discussion points to help you prepare. They're prioritized based on what's most relevant:

1. Unresolved next steps: open commitments from previous meetings not yet actioned in your CRM
2. Stage-relevant questions: topics that typically move deals forward based on the CRM opportunity stage
3. Topics from previous interactions: subjects raised in past Field Seller Agent notes or content the customer engaged with significantly

If your CRM isn't connected, this section still loads using your Field Seller Agent meeting history. A prompt to connect your CRM appears where CRM data would improve the output.

Key points from the last meeting

This section shows highlights and next steps from the most recent Field Seller Agent-captured meeting with the same account.

Key points from all previous meetings

This section shows a consolidated view of highlights and next steps from all prior Field Seller Agent-captured meetings with this account. The label "X meetings captured in Field Seller Agent" is visible so you know the data range you're working with.

Note: This section covers meetings captured in Field Seller Agent only. It doesn't yet include meetings from before your organization adopted Field Seller Agent, CRM activity history, or email threads.

Content to present

This section shows recommended content based on your Briefing. Content items have the same actions as items in the Meeting Overview, including adding content to a Shared Space. Use this to prepare what you plan to show during the meeting.

1. To add content to a Shared Space, select the asset and then click Add to. Select Collection or Shared Space. 
2. Click the Share button to share the content via Email or Link.

Copy and regenerate your Briefing

• Copy to clipboard: Click the Copy button to copy the full Briefing as formatted text to paste into a note or message.
• Regenerate: Use the Regenerate button to refresh the Briefing if your source data changes. The Briefing also updates automatically when source data changes.

Note: If your CRM isn't connected, sections that depend on CRM data show a contextual prompt to connect your CRM. The Briefing is never blank; a partial view is always shown.