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Overview

Products represent what your team is selling. Each prospecting motion requires a product to be associated with it, giving the AI context about what to position in outreach messaging.

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Where products are used

FeatureHow products apply
Prospecting motionsEach motion is tied to a product, which the AI references when generating outreach tasks
Task generationProduct context helps the AI tailor email drafts, LinkedIn messages, and talking points to the right offering

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How to create a product

  1. Navigate to Settings and open the Products section.
  2. Click Add Product.
  3. Fill in:
    • Name (required) — The product name as your team refers to it (e.g., “Revenue Intelligence Platform”, “Enterprise Analytics Suite”).
    • Description (optional but recommended) — What the product does, who it is for, and key value propositions. The AI reads this when generating outreach content.
  4. Click Save.

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Writing effective product descriptions

The description field shapes how the AI positions your product in generated tasks. Include:
  • What it does — “An AI-powered platform that extracts the revenue blueprint from CRM and call data.”
  • Who it is for — “Built for B2B sales teams with 10+ AEs using Salesforce and Gong.”
  • Key differentiators — “Unlike generic AI sales tools, recommendations are grounded in patterns discovered from the customer’s own data.”
A blank description gives the AI nothing to work with beyond the product name. The more context you provide, the more relevant the generated outreach content.

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How to edit or delete a product

  • Edit: Click the edit icon on a product row. Modify any field and click Save.
  • Delete: Click the delete icon. A confirmation dialog appears before deletion.

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Constraints

  • Product name is required.
  • Each prospecting motion must have a product selected. If you delete a product that is assigned to a motion, update the motion to select a different product.

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FAQ

One per distinct offering your team sells. If you sell a single platform, one product is sufficient. If you have multiple product lines with different positioning (e.g., an analytics product and an automation product), create one for each.
Yes. A product can be assigned to any number of motions.
Not directly. The AI uses the description as context when drafting emails and messages. The description influences tone and positioning but is not copied verbatim into task content.