Fluint AI Deal Chat

Leverage AI-powered support for strategic deal insights and content editing

Get targeted sales guidance and edit your content with an AI that already knows your entire deal history

Do you find yourself using Chat GPT, Gemini or another AI engine day-to-day? Fluint's AI Deal Chat is a built-in chat engine that already has complete access to all your deal context, including meeting transcripts, business cases, and research notes. Unlike general AI tools like ChatGPT or Claude, Fluint's AI is pre-loaded with your specific deal information and trained for sales scenarios.

Accessing AI Deal Chat

Two Ways to Access Deal Chat

1. 1. From the Deal Level:
      • Navigate to your deal page in Fluint, look for the Fluint AI tab
      • Use the chat box to ask strategic questions about the entire deal
      • Or, start with one of the templated prompt cards!

1. 1. From Any Generated Document:
      • Look for "Chat with Fluint AI" bar in the bottom right corner of any document
      • Perfect for editing and refining content you've already created

Strategic Deal Questions

Use AI Deal Chat for high-level strategic guidance:

Example Prompts:

• "Write me 1-2 suggested action steps for moving this deal forward"
• "Show deal gaps and threats"
• "Generate a suggested agenda for my upcoming meeting"
• "Draft an email to [contact name] to schedule a follow-up meeting"

Content Editing and Refinement

1. Refine Existing Content

• Access Deal Chat from any document you're working on
• Prompt AI for specific content changes (e.g., "Redraft this business problem but make it more operations-focused" or "add a section for Strategic Goals")
• Review Fluint AI's suggestions, or continue prompting for more specific recommendations and edits.

2. Insert AI-Generated Content

• Use the insert content button (arrow with document icon) to add AI suggestions directly to your document: 
  
  
  
  
• Your doc is also a live editor where you can make any additional manual edits!
• Combine AI assistance with your own writing for optimal results

Fact-Checking and Source Verification

AI Deal Chat can help you verify information in your documents:

Example Use Cases:

• "Where did the [specific statistic] come from?"
• "What were [contact's] main goals?"
• "What was the exact quote about [specific concern]?"

The AI will reference your meeting transcripts and other deal materials to provide source attribution.

Managing Your Chat History

Access Previous Conversations:

• Click on "Chat History" to review past AI interactions
• Return to previous recommendations or drafts
• Build on earlier conversations for continuity

✨Remember: Fluint's AI Chat feature works similarly to other AI chat platforms but with the advantage of persistent deal context, pre-built organizational context, and expertly-trained sales industry knowledge.