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Ottly Sales

AI Assistant

How the AI helps you sell smarter

What the AI Does

The Ottly Sales AI assistant analyzes your leads and deals to provide:

  • Lead Scoring: Automatically prioritize leads based on engagement and fit
  • Next Action Suggestions: Get recommended next steps for each deal
  • Email Drafting: Generate personalized follow-up emails
  • Deal Insights: Understand why deals are stalling and what to do about it

Using the Assistant

The AI assistant is available in the sidebar of any lead or deal view. Ask it questions about your pipeline, request email drafts, or get recommendations for next steps.

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