Lesson 2 of 6
Your workspace and Brainess AI
Where everything lives, and how to ask Brainess for what you need in plain words.
Step by step
- 01
Dashboard
Won revenue by month, open deals, win rate and the deals at risk (no update in two weeks).
- 02
Accounts
The companies you sell to, with website, size, headquarters and the signals Brainess found: funding, hiring, expansion.
- 03
Leads and Contacts
Leads are people you are reaching out to; Contacts are people attached to an account or a deal. Both come with email, LinkedIn and photo once enriched.
- 04
Opportunities
Your deals, as a table or a board by stage. Each deal has a roadmap, contacts and a MEDDPICC qualification tab.
- 05
Mail
Your connected inbox, with every sender already matched to a lead or contact.
- 06
Skills & Integrations, Profile, Settings
Connect Gmail or Outlook, see which skills Brainess runs for you, edit your ICP (Ideal Customer Profile), manage members and billing.
- 07
The chat
Open it from the right edge on any page. Ask in plain words: “What should I focus on this week?” The answer links to the records it mentions, and suggests the next step as a chip you can click.
What you get
- You know where each kind of record lives
- You can ask Brainess instead of clicking through menus
- Suggested next steps keep you moving