Ask Jiminny answers questions across all the conversations on a deal or an account, so you do not have to open each call or email to find out where things stand. This article covers where to find it in Revenue Insights, what the answers are based on, and how to save the prompts you use most. For questions about a single call, see Ask Jiminny Anything on a call.
Asking about a deal or an account
Open Revenue Insights and select a deal on the Deals tab or an account on the Accounts tab.
In the Ask Jiminny panel, type your question or pick one of the suggested prompts.
Ask follow-up questions in the same chat, and copy or share the answers with your team.
You can ask in any of 60+ languages and the answer comes back in the language of your question, even when the conversations were held in another language.
What the answers are based on
Deals — the conversations linked to that deal: up to 80 recent emails and 10 recent calls.
Accounts — every call and email with the account, across all of its deals and those not attached to any deal. This makes it the place to ask relationship-level questions, for example what the customer has been promised or how they feel about the product.
Answers only draw on the calls and emails you have visibility of. See Team visibility: controlling what each team can see.
Managing your saved prompts
Save the prompts you use most so you get consistent answers quickly. Save a prompt from the quick actions that appear when you hover over a question in the chat, or from the prompts option at the top right of the chat. From there you can also reorder prompts so the most used ones appear first, and share them with people and teams.
Note: If you delete a prompt you have shared with other users, it is deleted only for you. To remove it for everyone, un-share it first.