Your Spiro Assistant uses artificial intelligence to make recommendations on who you should call, encourages you to confirm meetings, and helps keep your opportunities up to date. Below are some recommendations you might see from your Assistant tab in Spiro.
The assistant will always show manually set reminders at the top of the assistant queue. They will appear in your assistant based on the date the reminder date previously set by you. You can update reminders using the "Not Now" button or circle with arrows icon in the reminders section. To mark a reminder as done, click the done button to close the reminder card and move on to the next one.
You can think of proactive recommendations from Spiro as a self-writing task list. By creating an opportunity, you’re telling Spiro that you are trying to close a deal with a specific company or contact. Your Assistant monitors your opportunity activity and makes proactive recommendations on who you should call each day to be sure no deals fall through the cracks. The following factors come into play when Spiro's Assistant makes recommendations based on opportunities:
- The amount value of the opportunity
- Stage of the opportunity
- Close date of the opportunity
- Previous interactions with the contacts associated to this opportunity
Use Spiro's preloaded template to quickly send out an email to confirm calendar events
New Deal Alert
Based on email activity, your Assistant will ask if you want a contact, company and opportunity created for contacts you are emailing that are not in Spiro.
Completing and Updating Reminders
Click into a reminder to view contact and opportunity information.
A list of actions will appear so you can quickly call, email, update reminder date and time, or log activity and move on to your next reminder.
View Campaign Lists
You can access Campaign lists you create the Assistant. Click the "Assistant" bar at the top of the screen to access your Campaign Lists and call right from Spiro.