Prelay’s new AI-powered Assistant helps your team save time and stay accurate by automatically populating key fields in a Play based on the content you provide. Whether you're pasting in notes or uploading a transcript, our Assistant reviews the input and suggests relevant updates to the Play’s fields—so you can focus on moving the deal forward.
📌 What Does the AI Assistant Do?
Prelay's AI Assistant helps you quickly complete Plays by:
Analyzing any text or file you upload within a Play prompt
Identifying key details relevant to the Play based on what you’ve shared
Auto-suggesting field entries for Action Fields, Discovery Fields, and Deal Info Fields
This means less manual data entry and more consistent documentation across your sales process.
🧠 Example Use Case
Let’s say a Solutions Engineer just wrapped up a discovery call with a client. Instead of manually filling out the Discovery section of the Play, they can:
Upload the call transcript or paste their notes into the Assistant input prompt
Let the Assistant process the content
Review and accept the Assistant’s suggested updates to fields like:
Discovery Questions Answered
Technical Requirements
Stakeholders Identified
Key Next Steps
🔍 What Fields Can the Assistant Fill?
The Assistant currently supports automatic suggestions for any of the following field types within a Play:
Action Fields
Discovery Fields
Deal Info Fields
📝 How to Use It
Go to any active Play
Look for the Prelay AI Assistant button within the Play interface
Paste your notes or upload a file (like a call transcript)
Click "Generate Suggestions"
Review the AI-suggested field entries and confirm or edit them before saving