AI section
AI section
The AI section helps summarize one stakeholder and turn visible evidence into a practical next step. Use it after confirming the stakeholder identity, linked account, media impact, deals, and events so the AI prompt is grounded in the right person.
Open AI from the stakeholder journey
Image guide: The page remains visible behind the Njord AI panel. This keeps the AI conversation connected to the record the user is researching.
Start with a stakeholder-aware question
Image guide: Use the prompt area to ask for a stakeholder summary, engagement interpretation, risks, or recommended follow-up. Include the stakeholder name and the decision you are trying to make.
Choose model and send
Image guide: The model and send controls belong to the AI section. Send the question only after the prompt clearly mentions the stakeholder context you want AI to evaluate.
Wait for the response
Image guide: While AI prepares the response, keep the stakeholder evidence visible. Use the answer as a guided summary, then verify important points against the page.
What AI can help with
| Need | How to ask |
|---|---|
| Fast stakeholder summary | Summarize this stakeholder's role, recent engagement, and likely next action. |
| Outreach preparation | What should I know before contacting this stakeholder? |
| Risk review | What weak signals, missing context, or follow-up risks should I notice? |
| Meeting prep | Turn this stakeholder's signals, deals, and events into a short prep note. |
Step-by-step
- Confirm the stakeholder name and linked account.
- Review Media Impact to understand engagement strength.
- Check Deals and Events for pipeline and relationship context.
- Open the AI section.
- Ask a specific stakeholder question instead of a broad generic prompt.
- Verify AI output against Profile, Linked Account, Deals, Events, Ad Targeting, and Activities before acting.
Good prompts
| Need | Prompt |
|---|---|
| Fast summary | Summarize this stakeholder's latest buying signals and recommended next action. |
| Sales prep | What should the account owner know before outreach to this stakeholder? |
| Engagement review | Is this stakeholder engaged enough to prioritize, and what evidence supports that? |
| Follow-up note | Draft a short internal note using this stakeholder's signals, deals, and events. |