Casey is a built-in AI sales coach inside every Pod, designed to analyse real-time deal activity and provide actionable advice to help sellers keep momentum, close more and close faster.
Casey reads what’s happening on your deal and tells you, in plain language, how healthy it is and what to do next.
Casey needs AI features switched on by an admin: Settings > Brand > Enable AI features. Casey 2.0 is available on the Scale and Elite plans.
Where to find Casey:
Open a Pod and go to Pod Insights (chart/data icon on your pod in Home → My Pods, or the Insights area from the pod header).
On the Overview tab (the default first tab), Coach Casey appears at the top of the page when it’s turned on for your workspace.
Other places you might see Casey:
Home → My Pods: a Casey, AI coach column with a sparkle ✨ button (opens a side panel).
Dashboard → Activity centre: sparkle ✨ on a pod row for quick deal coaching.
Pod Insights → Viewers: Casey, Engagement Coach for insights on a specific viewer.
What Casey tells you
A deal health rating for every Pod — Healthy, At risk, or Critical — plus a stall score out of 100 that shows how likely the deal is to go quiet.
The biggest risks, not a long list. Casey only surfaces the two or three risks that matter most, and only when the data backs them up.
22 signals, grouped into three areas — Engagement momentum, Buying team, and Deal execution. Each signal comes with a short status, an explanation, and advice.
Where Casey looks
Casey bases its coaching on:
the text inside the Pod,
the deal’s stage and close date from your CRM,
and any Gong calls linked to the deal in your CRM.
Casey’s read now appears automatically in Pod Insights (refreshed every 24 hours), so you don’t have to go looking for it.
Make Casey sound like your team (AI Context)
Admins can set an AI Context so Casey follows your own sales approach instead of generic advice. Go to Settings > AI > AI Context and fill in things like your sales methodology, ideal customer profile, buyer personas, and tone of voice. Casey then frames next steps in your language — whether that’s MEDDICC, Challenger, SPICED, or your own.
To use Casey’s Gong insights, your Gong webhook needs to be set up (see the Gong integration article).
Need a hand? Reach out via the chat bubble or email our support team. 🎺