GetAccept AI
Adding company context helps GetAccept AI create outputs that sound like your brand instead of generic SaaS messaging. By providing specific details about your products and positioning once, you ensure every AI interaction across your team is more relevant and trustworthy.
Access AI Settings
Go to your AI Settings page to manage how the AI understands your company.
Note: Only entity admins have the permissions to manage these settings and influence AI output for the entire team.
Add your company and product information
Start by defining the core elements of your business so the AI can reference them when generating content.
Open Company Settings within the AI Settings page.
List your primary competitors and how you differentiate from them.
Add your main products or services and your key value propositions.
Give some examples of your top customers so the AI understands the kinds of businesses you sell to
Pro-tip: Follow the 40/60 rule for the best results. Use roughly 40% public information from your website and 60% internal knowledge about how your team actually handles deals.
Set your writing instructions
Guide the AI on how to communicate by setting clear tone and formatting preferences.
Go to Writing Instructions to define your preferred tone of voice, such as being confident and practical.
List specific terminology to use or avoid, including preferred spelling or jargon.
Add formatting rules, such as keeping responses easy to scan or avoiding exaggerated claims.
Note: If your reps frequently correct AI output manually, that correction belongs in your writing instructions.
Create detailed knowledge items
For more complex information like competitor battlecards, customer personas, or policy documents, use the Knowledge Base items feature.
Think of the Knowledge base as a resource you could share with any relevant employee of your company internally, and they would be able to learn from the knowledge.
Go to the AI Knowledge Base section and select Add knowledge.
Give each item a clear title and a brief description.
Use the Markdown editor to add detailed content that the AI can use as long-term memory.
As a minimum, we recommend creating a knowledge base item for your company description - i.e. a summary of your business, the industry you operate in, the kind of customers you're targeting and the products and services you offer. You can go into more detail for each of these in specific knowledge base items.
Pro-tip: Use short, clear inputs that reflect how your team talks to customers in real meetings and emails.
Use company knowledge in the Deal Room
Once the knowledge base is set up, reps can leverage this context when using AI to generate or edit content for buyers.
When you use the AI editor, the knowledge base will be selected as a context source by default. You can uncheck the box if you would prefer not to reference the knowledge base for specific content generation.
In this version, all inputs are free text. While file uploads are planned for the future, they are not supported yet.