SalesWings

Categorize your insights precisely for easy reporting, our AI Sales Agent and to provide LLM's with context about your data.

Use SalesWings Insights Categories for better reporting capabilities.

SalesWings Insights provide AI and agents with an unparalleled understanding of your leads, accounts and buyers.

Preparing your SalesWings insights for LLMs, AI and Agentic Use Cases

Philip Schweizer

Learn about our Insights Concept and how to prepare it for AI

SalesWings Insights Overview & AI

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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