5-15 min

Partner Referral Agent

Detect referral mentions in sales calls and automatically update the opportunity with the correct partner source.

This tutorial walks through a workflow that listens to sales conversations for referral statements (e.g., “I heard about you from…”), extracts the referral partner’s name, matches it to the right Salesforce partner record, and updates the opportunity referral field, ensuring consistent attribution, cleaner data, and more accurate partner reporting.

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Recent playbooks

5-15 min

Coaching Report Agent

Learn how you can score rep calls and deliver managers the best call, key coaching opportunities, and direct links for fast feedback.

<5 min

Super Agent Chat

Learn How To Chat With Super Agent

5-15 min

Attention Helper

All your questions answered, right inside slack.

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