AI section
AI section
The AI section helps summarize the account and suggest next actions. Use it after checking the account context so the prompt is grounded in what you are seeing.
Open AI from the account page
Image guide: The account page remains visible behind the Njord AI panel. This keeps the AI conversation connected to the selected account.
Start with the account shortcut
Image guide: The panel includes an account-aware prompt starter. It asks AI to summarize buying signals, stakeholder engagement, risks, and recommended next actions.
Choose model and send
Image guide: The model menu and send control belong to the AI section. The account chip confirms the prompt is connected to the account.
Wait for the response
Image guide: After sending the prompt, AI prepares the response. Keep the account context visible while waiting.
How to use AI responsibly
Njord AI is most useful after the user has checked the visible account evidence. Ask it to summarize, compare, or suggest next actions, but treat the answer as guidance that must be verified against Signals, Deals, Stakeholders, Events, and Account Details.
Good AI questions include the account name, the decision being made, and the kind of output needed. For example, ask for outreach preparation, risk review, stakeholder engagement, or a short account summary for a meeting.
Step-by-step
- Confirm the account header first.
- Review PIF, Signals, Stakeholders, and Deals.
- Open the AI section from the account page.
- Use the account shortcut or write a specific question.
- Ask for a summary, risks, stakeholder engagement, and recommended next actions.
- Verify important AI output against the visible account data before acting.
Good prompts
| Need | Prompt |
|---|---|
| Fast summary | Summarize this account's latest buying signals and next best action. |
| Sales prep | Which stakeholders look engaged, and what should I do before outreach? |
| Risk review | What risks or weak signals should I notice before prioritizing this account? |