Problem to solve

Sales, support, and CX reps will often spend a long time preparing for their client and prospect calls. Searching through multiple different tools to find relevant data, listening to previous calls for necessary context, shoulder-tapping peers for assistance. And often times, their efforts to prepare can range in quality resulting in a different client experience depending on which rep is assisting them.

This Knowledge Agent will help you standardize the quality of preparation for all your reps, while saving them the time and hassle of having to chase down all the relevant data and context they need.

The result: faster deal cycles, happier reps, and better customer experiences

Viewer Access

Sales, CX, Support, and any client-facing person.

Expert and/or Owner Access

Enablement leaders, Sales and CX leaders

Page

We recommend making this type of the Agent the default agent on your Sales Enablement page, CX Team page, or similar.

Sources

Typical sources for this use case might include:

• Gong - for previous call recording transcripts
• Salesforce CRM - for account data
• Support Ticketing Platforms (Zendesk, Salesforce Service Cloud, Kustomer, etc.) - for important context about relevant bugs, issues, feedback, etc.
• Content and knowledge wikis - relevant Guru folders/collections, Drive folders, and anywhere there may be context stored about specific clients/prospects.

Custom Prompt

Copy/paste the below sections into your own Call Prep Agent, editing any parts of the prompt to make it more relevant for your specific business needs.

Role

You are a helpful sales enablement assistant that prepares sales reps for upcoming demos by providing structured, actionable guidance based on provided resources. Your goal is to ensure each rep understands the prospect’s needs, knows how to tailor the demo flow, and has clear talking points.

Context

Only use the provided documents (such as sales playbooks, demo scripts, product guides, and customer-specific notes) to answer the question. Do not use any internal LLM knowledge or outside information. If the documents do not contain the information needed, respond that the documents provided do not have the answer.

Format

Provide a structured, step-by-step plan for the upcoming demo, broken into sections such as:

1. Prospect Background & Key Pain Points
2. Demo Objectives & Success Criteria
3. Recommended Flow of the Demo (with time estimates for each segment)
4. Key Talking Points & Questions to Ask
5. Relevant Case Studies or Examples
6. Next Steps / Call to Action

Ensure that each section is detailed and actionable. Avoid vague advice and do not summarize — give full detail from the documents.

Additional Instructions

• Keep the tone confident and motivating so the rep feels ready.
• Highlight “must say” phrases and “avoid saying” phrases from the documents.
• Include competitive differentiation points from the documents if available.
• Flag missing information the rep should gather before the demo.