https://www.gtmengine.ai/documentation Comprehensive guides and documentation for GTM Engine - the AI-powered revenue intelligence platform en-us Sat, 04 Apr 2026 22:44:35 GMT https://res.cloudinary.com/gtmengine/image/upload/v1752539999/round-logo-dark_vltnqz.png https://www.gtmengine.ai/documentation https://www.gtmengine.ai/documentation/gtm-engine-call-recorder https://www.gtmengine.ai/documentation/gtm-engine-call-recorder Sat, 31 Jan 2026 02:26:31 GMT Onboarding https://www.gtmengine.ai/documentation/agents-overview https://www.gtmengine.ai/documentation/agents-overview Fri, 21 Nov 2025 00:23:33 GMT Automations https://www.gtmengine.ai/documentation/gtm-genie-your-ai-sales-assistant https://www.gtmengine.ai/documentation/gtm-genie-your-ai-sales-assistant Fri, 21 Nov 2025 00:15:47 GMT Sales Engine Example: "Is there any recent news about [company name] that I could use in a follow-up?" #### Email Composition 1. Ask Genie to draft an email > Example: "Help me draft a follow-up email based on our last conversation" 1. Review the drafted email 2. If satisfied, click "Fire off this email" to send directly from Genie #### Meeting Preparation > Example: "Summarize the key points from our last meeting with this prospect" #### Content Transformation > Example: "Generate a call script based on this opportunity data" > Example: "Write this in my vocal style" ### Advanced Features #### Using Specialized Tools Genie integrates with custom workflows built in the GTM Engine automation platform: 1. Click the "Add tools" option in the chat interface 2. Select from available tools like: • Document review • Handoff document generation • Web research • LinkedIn URL fetching 1. Use the tool by asking Genie to perform the related task > Example: "Generate a handoff document for this opportunity" #### Viewing Genie's Reasoning 1. Look for the "Thinking" option in Genie's response 2. Click to expand and see the internal reasoning process Genie used to generate its response ### Quick Access Button Look for the "Ask Genie" button in the opportunity view for one-click access to common tasks. ## Tips and Best Practices ### Getting the Most from Genie • Be specific in your requests to get the most relevant responses • Explore capabilities by asking "What can you help with?" to see a list of use cases • Combine tools for complex tasks (e.g., research + email drafting) • Review reasoning when you want to understand how Genie arrived at its conclusions ### Common Use Cases • Opportunity intelligence gathering • Relationship and contact insights • Quick analysis for upcoming meetings • Preparing relevant follow-ups • Analyzing deal risks and creating action plans • Finding additional stakeholders • Creating handoff documentation ### Working with Your RevOps Team Your RevOps team can customize Genie's toolkit to match your specific business needs. If you have recurring tasks that would benefit from automation, discuss with your RevOps team about creating custom workflows that can be integrated into Genie. Note: Genie continuously learns and improves based on your interactions. The more you use it, the better it becomes at understanding your specific needs and communication style.]]> https://www.gtmengine.ai/documentation/intelligent-calendar https://www.gtmengine.ai/documentation/intelligent-calendar Fri, 21 Nov 2025 00:01:05 GMT Sales Engine https://www.gtmengine.ai/documentation/integrating-zoom-revenue-accelerator https://www.gtmengine.ai/documentation/integrating-zoom-revenue-accelerator Thu, 16 Oct 2025 19:49:52 GMT Settings https://www.gtmengine.ai/documentation/salesforce-integration https://www.gtmengine.ai/documentation/salesforce-integration Tue, 30 Sep 2025 21:28:27 GMT Onboarding https://www.gtmengine.ai/documentation/hubspot-integration https://www.gtmengine.ai/documentation/hubspot-integration Wed, 13 Aug 2025 21:46:10 GMT Onboarding https://www.gtmengine.ai/documentation/slack-integration https://www.gtmengine.ai/documentation/slack-integration Wed, 13 Aug 2025 07:23:49 GMT Automations Tip: To find a user's Slack ID, locate their profile in Slack, click on their name, and copy their channel ID from their user profile. 1. Create Your Message: • Map the message content from a previous workflow step or input it directly into the message field • Your message can include data variables from earlier workflow steps 1. Choose Message Format: • Plain Text (Default): Simple text messages without formatting • Block Kit: Enhanced formatting with interactive elements • To enable Block Kit, check the "Block Kit" option inside the Slack task • When using Block Kit, ensure the message field contains valid Slack Block Kit JSON 1. Save Your Configuration: • Click the "Save" button to finalize your Slack message task setup ### Using Block Kit for Advanced Formatting When the "Block Kit" option is checked: 1. The data mapped into the message field must be valid Slack Block Kit JSON 2. This JSON can be prepared in a previous workflow step 3. Block Kit allows for more professional, interactive, and visually appealing messages ## Tips and Best Practices • Test Your Messages: Before implementing in production workflows, test your Slack messages to ensure they appear as expected • Consider Your Audience: Use plain text for simple notifications and Block Kit for more complex information that benefits from formatting • Manage Notification Volume: Be strategic about which events trigger Slack messages to avoid overwhelming your channels • Use Clear Channel Naming: When sending to channels, use descriptive channel names that align with your team's Slack organization • Leverage Data Mapping: Pull in dynamic content from your CRM or previous workflow steps to make messages contextually relevant • Documentation: For complex Block Kit implementations, maintain documentation of your JSON templates for future reference By leveraging GTM Engine's Slack integration, you can ensure your team stays informed with timely, relevant information without the manual effort of translating CRM data into actionable insights. This automation helps reduce administrative burden on your sales team while improving communication and visibility across your organization.]]> https://www.gtmengine.ai/documentation/enrich-task https://www.gtmengine.ai/documentation/enrich-task Wed, 13 Aug 2025 07:20:50 GMT Automations Note: While only email OR LinkedIn URL is required, providing additional fields improves accuracy of results. 1. Map these inputs either from: • Workflow input parameters • Data from previous tasks in your workflow 1. Click "Save" to complete the setup ### Setting Up Account Enrichment 1. After adding the Enrich Task to your workflow, select "Account" as the enrichment type 2. Map at least one of the following input fields (any one is sufficient): • Company Name • Company LinkedIn URL • Company Domain > Note: For best results, provide all three fields if available. 1. Map these inputs either from: • Workflow input parameters • Data from previous tasks in your workflow 1. Click "Save" to complete the setup ### Understanding Enrichment Results The Enrich Task returns a JSON file containing detailed information that can be used in subsequent workflow steps or exported to your CRM. Contact Enrichment Returns: • Professional email • Phone numbers (when available) • Title and department • Seniority level • Company information (name, domain, location) • LinkedIn details (ID, URL) • Email verification status • SMTP provider information Account Enrichment Returns: • Company domain and website • LinkedIn details (ID, URL, follower count) • Company description and logo URL • Company size and employee count • Industry classification • Company type (private/public) • Year founded • Address and country information • Crunchbase URL • Funding details • Job posting counts • Technologies used ## Tips and Best Practices • Provide multiple identifiers when possible to improve match accuracy • Use in sequence with other tasks - enrichment data can power personalized outreach in subsequent workflow steps • Verify critical information before high-stakes communications, as public data sources may occasionally contain errors • Create dedicated enrichment workflows that can be triggered when new contacts or accounts are added to your CRM • Periodically re-enrich important accounts to ensure you have the latest information, especially for fast-growing companies • Use enriched technology data to identify potential use cases or integration opportunities • Leverage employee count and seniority data to properly tier and prioritize accounts • Include enrichment as part of lead qualification workflows to automatically identify good-fit prospects By using the Enrich Task, you're automating what would otherwise be time-consuming research, allowing your team to focus on meaningful sales activities rather than data entry. This aligns perfectly with GTM Engine's mission to transform your CRM from a passive reporting tool into an active system that supports real selling.]]> https://www.gtmengine.ai/documentation/research-task https://www.gtmengine.ai/documentation/research-task Wed, 13 Aug 2025 07:18:58 GMT Automations https://www.gtmengine.ai/documentation/search-task https://www.gtmengine.ai/documentation/search-task Wed, 13 Aug 2025 07:17:38 GMT Automations https://www.gtmengine.ai/documentation/record-management-tasks https://www.gtmengine.ai/documentation/record-management-tasks Wed, 13 Aug 2025 07:15:17 GMT Automations ⚠️ Important: These tasks should primarily be configured by administrators as they directly interact with your CRM database. ## Step-by-Step Usage Guide ### Get Record Task This task retrieves existing information from your CRM database. 1. Within your workflow builder, select "Get Record" from the task options 2. Choose the record type you wish to retrieve: • Account • Contact • Opportunity • User • User Task 1. Configure the search criteria to identify the specific record(s) 2. Specify which fields you need to retrieve 3. Define where the retrieved data should be stored in your workflow ### Update Record Task This task modifies existing records in your CRM database. 1. Within your workflow builder, select "Update Record" from the task options 2. Choose the record type you wish to update 3. Specify the record identifier (such as ID or unique field value) 4. Define which fields should be updated and their new values 5. Configure any conditional logic for when updates should occur ### Create Record Task This task generates new records in your CRM database. 1. Within your workflow builder, select "Create Record" from the task options 2. Choose the record type you wish to create 3. Define the field values for the new record 4. Configure any dependencies or relationships to existing records 5. Specify any follow-up actions that should occur after creation ## Tips and Best Practices • Limit Access: Restrict access to these tasks to administrators or trained workflow designers to prevent accidental data corruption • Test Thoroughly: Always test workflows using these tasks in a sandbox environment before deploying to production • Document Changes: Keep detailed documentation of all workflows that modify your CRM data • Use Conditionals: Implement conditional checks before updating or creating records to prevent duplicate or erroneous data • Monitor Activity: Regularly review logs of record operations to ensure workflows are functioning as expected > ⚠️ Warning: Improper configuration of these tasks could result in overriding, deleting, or corrupting CRM data. Always proceed with caution and proper testing. By leveraging these record management tasks appropriately, GTM Engine transforms your CRM from a passive reporting tool into an active system that supports real selling. Rather than forcing your sales reps to manually translate conversations into data entry, GTM Engine automates these processes, giving your team back valuable selling time while ensuring your CRM data remains accurate and up-to-date.]]> https://www.gtmengine.ai/documentation/scrape-linkedin-task https://www.gtmengine.ai/documentation/scrape-linkedin-task Wed, 13 Aug 2025 07:13:13 GMT Automations https://www.gtmengine.ai/documentation/scrape-task https://www.gtmengine.ai/documentation/scrape-task Wed, 13 Aug 2025 07:09:44 GMT Automations https://www.gtmengine.ai/documentation/ai-prompt-task https://www.gtmengine.ai/documentation/ai-prompt-task Wed, 13 Aug 2025 07:07:31 GMT Automations https://www.gtmengine.ai/documentation/workflows-overview https://www.gtmengine.ai/documentation/workflows-overview Wed, 13 Aug 2025 07:01:53 GMT Automations https://www.gtmengine.ai/documentation/support https://www.gtmengine.ai/documentation/support Wed, 13 Aug 2025 06:10:27 GMT Support https://www.gtmengine.ai/documentation/onboarding-playbook https://www.gtmengine.ai/documentation/onboarding-playbook Wed, 13 Aug 2025 06:07:29 GMT Onboarding Configurations Configure the following components in sequence: • Sales Stage Configuration: Confirm stages, names, and add entry/exit criteria • Health Scoring Guidelines: Confirm or update scoring parameters and thresholds • Competitors List: Input competitive landscape data • ICP Definition: Define Ideal Customer Profile parameters • Company Value Proposition: Document core value propositions • Fiscal Year Start: Set fiscal year calendar alignment ## Phase 3: Team and Access Management 1. Team Member Verification • Review imported team members list • Modify roles and permissions as necessary • Assign appropriate quotas 1. Team Structure Setup • Define organizational hierarchy 1. Fields Configuration • Access Control: Define editable vs. read-only field permissions • Field Addition: Configure additional fields as needed: • Standard manual fields • GTM Engine AI fields • GTM Engine Analysis fields • Scope: Apply configurations to Opportunities, Accounts, and Contacts ## Phase 4: Integration Ecosystem 1. Call Recording Integration • Supported Platforms: Fathom, Gong, Sybill, etc. 1. Communication Integration • Supported Platform: Slack integration setup ## Phase 5: Personal Profile Setup Stakeholder Actions: • Connect G-suite account integration • Sync calendar integration • Update personal quota settings (if applicable) ## Post-Configuration Processing ### Synchronization Phase • Initial Sync: Data synchronization begins immediately • Processing: Allow 24 hours for complete data processing and analysis • Monitoring: Track sync progress and resolve any conflicts ### Team Activation • Timing: After processing completion • Method: Use mail icon in “Settings > Team Members” page • Action: Send invitations to all team members • Follow-up: Ensure successful account activation for all invitees ## Success Criteria • [ ] All CRM fields successfully mapped and syncing • [ ] Core configurations completed and validated • [ ] Team structure established with appropriate permissions • [ ] Integrations active and data flowing • [ ] All team members successfully onboarded and active • [ ] Data processing completed without errors ## Common Troubleshooting • Permission Issues: Escalate to admin-level contacts immediately • Sync Delays: Allow full processing window before escalation • Field Mapping Errors: Verify field types and naming conventions • Integration Failures: Confirm API credentials and permissions]]> https://www.gtmengine.ai/documentation/orphaned-records https://www.gtmengine.ai/documentation/orphaned-records Wed, 13 Aug 2025 05:59:10 GMT CRM Hygiene https://www.gtmengine.ai/documentation/strayed-records https://www.gtmengine.ai/documentation/strayed-records Wed, 13 Aug 2025 05:56:51 GMT CRM Hygiene https://www.gtmengine.ai/documentation/activity-timeline https://www.gtmengine.ai/documentation/activity-timeline Wed, 13 Aug 2025 05:53:39 GMT Sales Engine https://www.gtmengine.ai/documentation/opportunity-contacts https://www.gtmengine.ai/documentation/opportunity-contacts Wed, 13 Aug 2025 05:49:46 GMT Sales Engine https://www.gtmengine.ai/documentation/opportunity-detail-page https://www.gtmengine.ai/documentation/opportunity-detail-page Wed, 13 Aug 2025 05:47:15 GMT Sales Engine https://www.gtmengine.ai/documentation/create-new-opportunity https://www.gtmengine.ai/documentation/create-new-opportunity Wed, 13 Aug 2025 05:44:06 GMT Sales Engine https://www.gtmengine.ai/documentation/pipeline-management-dashboard https://www.gtmengine.ai/documentation/pipeline-management-dashboard Wed, 13 Aug 2025 05:41:21 GMT Sales Engine https://www.gtmengine.ai/documentation/ae-deal-management-and-task-prioritization https://www.gtmengine.ai/documentation/ae-deal-management-and-task-prioritization Wed, 13 Aug 2025 05:39:40 GMT Sales Engine https://www.gtmengine.ai/documentation/ae-dashboard-quota-command https://www.gtmengine.ai/documentation/ae-dashboard-quota-command Wed, 13 Aug 2025 05:37:45 GMT Sales Engine https://www.gtmengine.ai/documentation/team-performance-dashboard https://www.gtmengine.ai/documentation/team-performance-dashboard Wed, 13 Aug 2025 05:35:49 GMT Sales Engine https://www.gtmengine.ai/documentation/forecast-pipeline-opportunities-grid https://www.gtmengine.ai/documentation/forecast-pipeline-opportunities-grid Wed, 13 Aug 2025 05:33:23 GMT Sales Engine https://www.gtmengine.ai/documentation/forecast-action-priority-matrix https://www.gtmengine.ai/documentation/forecast-action-priority-matrix Wed, 13 Aug 2025 05:31:35 GMT Sales Engine https://www.gtmengine.ai/documentation/forecast-sales-pipeline-visualization https://www.gtmengine.ai/documentation/forecast-sales-pipeline-visualization Wed, 13 Aug 2025 05:28:44 GMT Sales Engine https://www.gtmengine.ai/documentation/team-structure-configuration https://www.gtmengine.ai/documentation/team-structure-configuration Wed, 13 Aug 2025 05:25:20 GMT Settings https://www.gtmengine.ai/documentation/team-member-management https://www.gtmengine.ai/documentation/team-member-management Wed, 13 Aug 2025 05:24:07 GMT Settings Note: Changes to team member status will affect overall financial calculations and reporting. Ensure you understand these implications before deactivating users.]]> https://www.gtmengine.ai/documentation/fields-management https://www.gtmengine.ai/documentation/fields-management Wed, 13 Aug 2025 05:22:54 GMT Settings https://www.gtmengine.ai/documentation/profile-settings https://www.gtmengine.ai/documentation/profile-settings Wed, 13 Aug 2025 05:18:17 GMT Settings Note: Only administrators can modify role settings for users. If you need your role adjusted, please contact your GTM Engine administrator. By properly configuring your Profile Settings, you'll ensure GTM Engine works optimally for you, saving time on administrative tasks while maintaining your authentic voice in all communications.]]> https://www.gtmengine.ai/documentation/integrations-management https://www.gtmengine.ai/documentation/integrations-management Wed, 13 Aug 2025 00:22:32 GMT Settings Note: Some integrations require administrative privileges. Ensure you have the necessary permissions before attempting to set up account-wide integrations. ## Step-by-Step Usage Guide ### Setting Up Account-Wide Integrations The Integrations page is organized into three main categories: ### 1. Call Recording Integrations These integrations allow GTM Engine to automatically capture and analyze sales call data. To connect a call recording platform: 1. Locate the desired platform in the Call Recording Integrations section 2. Click the Connect button 3. Follow the prompts to complete the authentication process • Some platforms may require API keys and secrets • Others will require a full login through their authentication system ### 2. CRM Integrations These integrations enable two-way synchronization between GTM Engine and your CRM system. To connect your CRM (e.g., Salesforce): 1. Locate your CRM in the CRM Integrations section 2. Click the Connect button 3. Log in with administrative credentials when prompted 4. Grant the necessary permissions to allow GTM Engine to access your CRM data > Important: CRM integrations typically require administrative privileges as they establish a two-way sync that downloads unstructured information and returns structured insights. ### 3. Communication Integrations These integrations connect GTM Engine with your communication tools. To connect a communication platform: 1. Find the platform in the Communication Integrations section 2. Click the Connect button 3. Complete the authentication process as directed ### Setting Up Individual Integrations Some integrations, like Gmail, are user-specific and must be set up individually: 1. Click on Profile Settings in the Settings menu 2. Scroll down to the integrations section 3. Locate Gmail and click Connect 4. Follow the authentication prompts to complete the connection ### Managing Existing Integrations ### Configuring an Integration After connecting an integration, you can adjust its settings: 1. Find the connected integration on the Integrations page 2. Click the Configure button 3. Follow the individual prompts to customize settings according to your needs ### Disconnecting an Integration To remove an integration: 1. Locate the integration you wish to disconnect 2. Click the Disconnect button 3. Confirm your decision in the confirmation dialog that appears ## Tips and Best Practices • Plan Your Integrations: Before connecting systems, identify which integrations will provide the most value to your sales process • Administrative Access: Ensure the person setting up account-wide integrations has the necessary administrative privileges • Regular Review: Periodically review your integrations to ensure they're functioning correctly and still meeting your needs • User-Specific Setup: Remember that Gmail integration must be set up individually by each user through their profile settings • Test After Setup: After connecting an integration, perform a test to verify data is flowing correctly in both directions • Document Custom Settings: If you customize integration configurations, document your settings for future reference By properly setting up and managing your integrations, you'll transform your CRM from a passive reporting tool into an active system that supports real selling, giving your team back valuable selling time while providing comprehensive pipeline visibility and trustworthy forecasts.]]> https://www.gtmengine.ai/documentation/fiscal-year-start-configuration https://www.gtmengine.ai/documentation/fiscal-year-start-configuration Wed, 13 Aug 2025 00:18:38 GMT Settings https://www.gtmengine.ai/documentation/ideal-customer-profile-icp-configuration https://www.gtmengine.ai/documentation/ideal-customer-profile-icp-configuration Wed, 13 Aug 2025 00:14:03 GMT Settings https://www.gtmengine.ai/documentation/competitors-configuration https://www.gtmengine.ai/documentation/competitors-configuration Tue, 12 Aug 2025 23:03:44 GMT Settings https://www.gtmengine.ai/documentation/health-scoring-configuration https://www.gtmengine.ai/documentation/health-scoring-configuration Tue, 12 Aug 2025 22:05:20 GMT Settings ⚠️ Warning: Health scoring guidelines directly affect how opportunity health is calculated throughout the system. Only edit these values if you understand their impact or have been advised by the support team. ## Tips and Best Practices • Align with Your Sales Process: Customize the health scoring guidelines to reflect the specific indicators that matter in your sales cycle • Be Specific: Include clear, observable criteria that make it easy to determine which score an opportunity should receive • Consider Team Input: Gather feedback from sales representatives to ensure the guidelines reflect real-world selling conditions • Regular Review: Periodically review and update your health scoring guidelines as your sales process evolves • Consistent Application: Ensure all team members understand how to interpret and apply the health scores consistently • Support Resources: If you're unsure about how to configure health scoring, contact your GTM Engine support team for assistance By properly configuring your Health Scoring Guidelines, you'll enhance GTM Engine's ability to provide accurate pipeline visibility, risk assessment, and forecasting capabilities, ultimately helping your team focus on the right opportunities at the right time.]]> https://www.gtmengine.ai/documentation/sales-stage-configuration https://www.gtmengine.ai/documentation/sales-stage-configuration Tue, 12 Aug 2025 05:36:28 GMT Settings Important Note: Completing the Sales Stage Configuration is a critical setup step. Without proper configuration, GTM Engine's forecasting accuracy and automatic stage identification capabilities will be limited. Take the time to configure these settings thoroughly during initial setup.]]>