How to use the Pitchly AI App
Pitchly AI helps drive efficiency by further automating tedious tasks and providing current insight. Through the use of various prompts, Pitchly AI can minimize manual effort by enriching and standardizing data, generating marketing descriptions, automating data filtering, and running formulas to keep records current and accurate.
To install the Pitchly AI App to a workspace, a user must have Admin-level account permissions.
To the right of the table, navigate to the apps panel and click the Pitchly AI app icon.
Enter a specific prompt into the text box located on the Pitchly AI side panel
Please Note: If the prompt is dependent on field values from the currently selected record, be sure to write exactly as it appears in the table. The more specific the prompt, the better the result.Select the field cell the prompt should populate
Click Generate response
To populate responses across multiple records, select the desired record rows and click Generate responses
For ideas on how to use Pitchly AI to further enhance your data, reference our article covering AI use cases.
Please note: Pitchly AI responses are sourced through ChatGPT which has limited knowledge of events that occurred after September 2021. For more tips, reference our article on troubleshooting.
We’d love to hear from you. If you have any feedback on product enhancements or additional questions, email the team at PitchlySupport@pitchly.com.