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User guide

EverReady AI Agents, step by step

Nine AI agents, right inside Salesforce, to keep your opportunities up to date, analyze them and save time every day. Here is how to use them, use case by use case.

3 families, 9 agents

Opportunity Autofill

Field Autofill

Updates your Salesforce fields automatically, from your reps' conversations.

Contact Roles

Links each contact to the right opportunity, with the right role.

Activity Relink

Attaches your past activities to the right opportunity.

Field Autofill: also available on accounts.

Deal Analysis

Deal Qualification

Fills in your sales methodology, MEDDPICC®, BANT, SPICED or your own, from your conversations.

Deal Summary

Generates a summary of the opportunity in seconds.

Deal Timeline

Shows the full history of the opportunity: conversations, meetings and engagement.

Deal Summary and Deal Timeline: also available on accounts.

Next Move

Meeting Prep

Preps your meetings: the key points and the questions to ask.

Follow-Up Email

Writes your follow-up email, ready to send.

Contact Finder

Finds new contacts, with verified contact details.

Available on opportunities and accounts.

Key points

Right inside Salesforce

The agents live in the EverReady panel, on your accounts and opportunities. No other tool to open.

Revert changes anytime

Revert any agent action in one click.

✓ Update applied Revert changes

Settings: your stats and prompts

Track your usage in real time, add context and customize your agents' prompts.

Security and privacy

You choose the AI models used. Data is deleted after processing and never used to train AI.

Everything happens in the EverReady panel

The panel opens on the right of your Account and Opportunity records.

1
Expand the panelClick the full-screen icon to open the panel in a larger view and read results more comfortably.
2
Every run is datedThe date and time of the latest result are shown: reopen it without running the AI again.
3
Delete a conversationDon't want a result to show anymore? Delete the conversation with the trash icon.

Use case 1 of 3

Keep your opportunities up to date, automatically

Three agents to run in order: link the right contacts, attach past activities, then let EverReady fill in the fields.

Contact RolesActivity RelinkField Autofill
01

Contact Roles: link your Salesforce contacts to the opportunity

EverReady finds the contacts involved in the opportunity and suggests a role for each one. Change the role if needed, then validate contacts one by one, or all at once with Validate all.

Good to know

Made a mistake? Click Revert changes: the agent's action is reverted and the opportunity goes back to its previous state.

02

Activity Relink: attach past activities to the opportunity

EverReady looks for activities from the opportunity's creation date. Did conversations happen earlier? Change the date. EverReady then suggests the activities to attach. The result: you see exactly what happened on every opportunity.

How to use it
  • Each activity is scored by relevance: Very likely, Likely or Uncertain.
  • Click Edit suggested selection to review each activity before you validate.
03

Field Autofill: your fields fill themselves

Run Field Autofill after Contact Roles and Activity Relink. EverReady reads your conversations and fills in your Salesforce fields, showing where each piece of information comes from. Review, edit if needed, then validate.

Also on the Account record

Field Autofill also updates the fields on your Account records.

Use case 2 of 3

Analyze your opportunities in seconds

Summary, timeline and qualification: everything you need to know about an opportunity, generated from your conversations.

Deal SummaryDeal TimelineDeal Qualification
01

Deal Summary: catch up on the opportunity before every meeting

In one click, get a summary of the opportunity: amount, probability, latest conversations, buying committee and open items. Perfect right before a meeting.

Good to know

Deal Summary is also available on the Account record.

02

Deal Timeline: the full history of the opportunity at a glance

The whole history of the opportunity on one screen: a summary, the key events and your conversations by type, emails, meetings and calls.

How to use it
  • Switch to full screen for easier reading.
  • Compare your activity level with the average of won opportunities, shown as the dotted line.
  • Click a bar to highlight a period.
  • The timeline is also available in the opportunity widget, in Kanban view.
  • Deal Timeline is also available on your Account records.
03

Deal Qualification: your sales methodology, run automatically

EverReady reads your calls, emails and meetings, then answers every question of your methodology: MEDDPICC®, BANT, SPICED or your own. Every answer comes with its reasoning and source.

How to use it
  • Edit any answer before you validate it. Updated too fast? Click Revert changes.
  • The color of each letter shows the risk level of that element.
  • Track the overall score and the completeness of the opportunity.
  • See every opportunity of an account in the Account record widget.

Use case 3 of 3

Save time every day

Prepare your meetings, send your follow-ups and find new contacts without leaving Salesforce. All three agents are available on your opportunities and your accounts.

Meeting PrepFollow-Up EmailContact Finder
01

Meeting Prep: walk into every meeting prepared

EverReady spots your next meeting. It reviews where the opportunity stands, lists what you are missing and suggests the questions to ask.

Make it a habit

Run Meeting Prep the day before every meeting: in two minutes, you know where the opportunity stands and what you need to get out of the call.

02

Follow-Up Email: your follow-up written in seconds

Pick the contact: EverReady writes the follow-up email, tailored to your relationship and the opportunity. Send it from Salesforce, or copy it into your inbox.

03

Contact Finder: find new contacts to prospect

EverReady suggests contacts to prospect, based on your personas and what your buying committee is missing. Reveal their contact details (LinkedIn, email, mobile), then import them into Salesforce.

PrivacyTo comply with data privacy rules such as GDPR and CCPA, we recommend reaching out to the person before importing them into your CRM.

Get the most out of AI Agents

Questions about setup, prompts or access rights? Our team is here to help.

Contact us