Sales User Guide | Buyer Intel Accelerator — Practice, Intel & Outbound Tools

Overview

The Sales sidebar is organized into six sections. There is no Sales/Marketing tab switcher — that's Enterprise only. Sales users get a single sidebar with everything in one view.

Section	What You Do There
Intel	Generate Buyer Intel Docs and unlock Persona Podcasts
Outbound	Generate Messaging Playbook, Cold Email Sequence, and Lead Magnets (Starter/Pro)
Ask	Ask research questions about your buyers
Simulate	Practice cold calls, discovery, objection handling, demo prep
Coach	Get scored feedback on real cold calls, discovery calls, LinkedIn DMs, and cold emails
Create	Generate Compete analysis, Slide Deck Builder, Infographic Builder
Dashboard	View activity, usage, and session history

Trial plan: The Outbound hub is present but empty on Trial — Messaging Playbook, Cold Email Sequence, and Lead Magnets are not available. Ask is limited to Ask the Expert only. Upgrade to Starter or Pro to unlock full access.

Intel Hub

Buyer Intel Docs

A Buyer Intel doc is a structured research brief on a specific persona — background, priorities, likely objections, what they care about, and how to approach them.

How to generate:

Go to the Intel hub
Select Buyer Intel Docs
Choose a persona
Click Generate

Credit cost: 10 credits. Free if a cached version exists for your persona + product combination.

What's included:

Persona background and role context
Key priorities and KPIs they're measured on
Common objections and how to handle them
What a good day looks like for this buyer
Recommended approach for first contact

Persona Podcasts

Unlock podcast-style multi-speaker audio for a persona session — a Deep Dive or Messaging Playbook formatted as audio.

Credit cost: 10 credits per audio unlock

Audio is generated using Google Gemini TTS with multiple speaker voices.

Outbound Hub

Trial plan: Outbound is locked on Trial. The hub is visible but contains no sub-items. Upgrade to Sales Starter or Pro to access all three features below.

Messaging Playbook

A full messaging guide for your product — positioning statement, value props by persona, objection responses, and proof points.

How to generate:

Go to the Outbound hub
Select Messaging Playbook
Confirm your product context is set
Click Generate

Credit cost: 7–15 credits (per-section pricing — you pay per section generated, not a flat fee)

What's included:

Core positioning statement
Value props mapped to each of your 3 personas
Objection handling by persona
Proof points and supporting evidence

Cold Email Sequence

Outbound email sequences tailored to your ICP and product context.

How to generate:

Go to the Outbound hub
Select Cold Email Sequence
Choose a persona to target
Click Generate

Credit cost: 3 credits (standalone feature — not included with Messaging Playbook)

What's included:

Multi-touch email sequence
Subject lines for each email
Persona-specific value prop in the opening
Clear CTAs throughout

Lead Magnets

Generate lead magnets tailored to your ICP and product.

Type	Credits
Cheat Sheet	3
Playbook	5
Scorecard	7
Benchmark Report	15

Go to Outbound → Lead Magnets → choose type → choose persona → click Generate.

Ask Hub

Trial plan: Ask is limited to Ask the Expert only on Trial. Ask the Buyer and Ask the Committee require Sales Starter or Pro.

The Ask hub has three sub-features for research-backed buyer coaching. Trial users see Ask the Expert only.

Ask the Buyer

Pre-call buyer coaching — ask anything about your target buyer's mindset, priorities, and likely reactions before a call.

Credit cost: 2 credits per query · Available on: Sales Starter and Pro only

Ask the Committee

Buying committee deal strategy — understand the full buying team for a deal, who influences the decision, and how to approach each stakeholder.

Credit cost: 2 credits per query · Available on: Sales Starter and Pro only

Ask the Expert

General sales expertise queries — strategy, talk tracks, competitive positioning, and more.

Credit cost: 2 credits per query · Available on: All plans including Trial

How to use any Ask feature:

Go to the Ask hub
Select the sub-feature
Type your question
Click Ask

Simulate Hub

Five session types for realistic sales practice. All five are available on all plans including Trial.

Session Type	What It Is
Cold Call	Practice opening calls against an AI buyer
Discovery Call	Run your discovery framework against a persona who's agreed to meet
Objection Drill	Live objection handling — the AI opens with a real objection
Objection Prep List	Generate a list of likely objections for a persona + your product
Demo Prep	Practice a product demo with an AI buyer who asks questions and raises concerns

Credit cost: 1 credit per message sent (for live sessions) · Objection Prep List: 1 credit per generation

Cold Call Practice

Go to the Simulate hub
Select a persona
Choose Cold Call
Click Start
Open with your cold call opener — the AI responds as the buyer
Handle objections, qualify, and attempt to book a meeting
Review the debrief when the session ends

Tip: Treat it like a real call. Don't self-edit mid-sentence. The more realistic your inputs, the more useful the AI's responses.

Discovery Call Practice

Select a persona
Choose Discovery Call
The AI plays a buyer who has agreed to a first call
Run your discovery framework — the AI responds based on the persona's real priorities
Probe for pain, budget authority, timeline, and decision process

Tip: Use your actual discovery questions. The AI will reveal persona-specific answers that help you anticipate real buyer behavior.

Objection Drill

Choose Objection Drill
The AI opens with a common objection for that persona (e.g., "We're already using X," "The timing isn't right," "Your price is too high")
Handle the objection
The AI escalates or resolves based on your response quality

Tip: Practice the same objection multiple times with different approaches.

Objection Prep List

Choose Objection Prep List
Select a persona
Click Generate
The platform produces a prioritized list of likely objections for that persona + your product

Credit cost: 1 credit per generation

Use the Prep List before live sessions to anticipate what's coming.

Demo Prep

Choose Demo Prep
The AI plays a buyer evaluating your product
Ask qualifying questions before presenting
Present your product — the AI responds as the buyer, asking questions and raising concerns
Handle the Q&A and attempt to advance the deal

Coach Hub

The Coach hub reviews real outreach and call transcripts — giving you structured, scored feedback on your actual work, not a simulation.

Available on: Sales Starter and Pro. Not available on Trial. Credit cost: 2 credits per review.

Four review types:

Review Type	What You Paste In
Cold Call Transcript	A transcript from a real or recorded cold call
Discovery Call Transcript	A transcript from a real or recorded discovery conversation
LinkedIn DM	A LinkedIn outreach message or thread
Cold Email	A cold email or email sequence

How to use:

Go to the Coach hub
Select a review type
Choose the persona context — the AI evaluates your work against this buyer type
Paste in your transcript, message, or email
Click Analyze

What you get back

Each review has two layers:

Layer 1 — Skills Scorecard: Each criterion is scored 1–5 with one sentence of direct feedback. Cold call reviews cover 9 criteria. Discovery reviews use the SCOPE framework. LinkedIn DM and cold email reviews each cover 6 criteria.

Layer 2 — Persona Reaction: The AI buyer responds in first person — what shifted their posture, what language landed vs. felt like vendor-speak, what claim they questioned, and whether they'd take the meeting (or reply to the email).

Cold email reviews also include a Cold Email Standards Check — a pass/fail audit against data-backed best practices from 30M+ email studies, covering subject line format, word count, opener quality, banned phrases, CTA type, and more.

After the review

Save to your Dashboard (Coaching Reviews tab), export as Markdown/Word/PDF, or share with your manager (team plan, opt-in).

Create Hub

The Sales Create hub generates three asset types:

Asset	Credits
Compete	10
Slide Deck Builder	5
Infographic Builder	5

Go to Create → select asset type → choose persona → click Generate.

Compete is the competitive analysis tool in the Sales Create hub. Enter one competitor and up to 5 URLs (product page, G2 profile, Capterra page, Reddit threads, blog reviews). The platform searches real customer reviews and produces a persona-aware analysis: strengths, gaps, "What Real Users Say," and competitive bullets. Export as Markdown, Word, or a Competitive Concerns Infographic.

Persona Notes

Each persona has a dedicated Notes panel — track what you're learning about this buyer type, successful approaches, and things to avoid.

How to use:

In any session or document view, find the Notes panel
Type your notes
Click away — notes save automatically
Notes persist across sessions for that persona

Tip: Use notes to build a running playbook for each persona. After 5 sessions, you'll have a pattern library of what works.

Bookmarked Insights

Save any AI response during a session to review later.

Bookmarking a response:

Hover over any AI message during a session
Click the Bookmark icon
Add a label (optional)

Viewing bookmarks:

Go to your profile or the Insights section
Filter by persona or label
Open any bookmark in full-screen view

Tip: Bookmark strong objection responses and use them to build your personal objection handling library.

Next Steps

Credits & Plans — understand your balance and upgrade options
Troubleshooting — known issues and fixes