Examples
| Field | Prompt |
|---|---|
| Decision maker | ”Who has final sign-off on this deal?” |
| Budget | ”What dollar amount has been mentioned?” |
| Timeline | ”When do they want to start?” |
| Blocker | ”What is blocking this deal right now?” |
Introductions
AI fields
Fields that fill themselves in. Describe what to track, Octolane extracts it from conversations.
The killer feature.
Define an AI field in plain English: “Decision maker title”, “Budget mentioned”, “Competitor named”, “Next step”, “Blocker”. Octolane reads every email, meeting, and note on the record and keeps the value current.
See Auto-filling fields.