Overview
Chat gives you a natural-language interface to the intelligence ShiftUp has gathered for your accounts. Instead of clicking through tabs, ask a question and get a focused answer drawn from your account plans, strategies, meeting transcripts, and CRM data.Accessing chat
Chat is available from anywhere in ShiftUp. Open the panel from the sidebar or the chat bubble. Chat is contextual to the page you’re on. When you’re viewing an account plan or strategy, that record is automatically set as the conversation’s context — no need to tag it. The context chip above the input shows what Chat is anchored to, and updates as you navigate between records. If you’re on a page that isn’t an account plan or strategy (for example, a list view), just mention the record by name in your question — for example, “what’s the latest activity on Acme Corp?” — and Chat will resolve it. You can also tag records explicitly with@ if you prefer a picker.
Asking questions
Type your question in the chat input field and press Enter or click the send button. Responses stream back in real time.Example questions
Here are some ideas to get you started:Changing the chat’s focus
Navigate to a different account plan or strategy and Chat’s context chip updates automatically to match the page you’re on. To pull additional records into the same conversation — for example, to compare two strategies side-by-side — mention them by name in your question, or tag them explicitly with@. Chat will reason across all referenced records together.
Conversations
Starting a new conversation
Click the + button (New conversation) anytime you want to start over with a clean slate. Each thread is independent — past conversations won’t influence the new one.Chat history
ShiftUp saves your conversation history so you can return to previous chats at any time. When you open history, it now takes over the full chat panel so you can browse and search across every session without losing your place.Multiple conversations
You can have multiple active conversations. Each conversation maintains its own thread, so you can explore different topics without losing context from previous questions.Comparing multiple records
Chat can reason across multiple records in a single conversation. Anchor the conversation to the page you’re on, then bring additional records in by mentioning them by name in your question — or by tagging them explicitly with@. Useful examples:
- Compare two strategies — Weigh competing strategies on the same account and see the hypotheses, pain points, or MEDDPICC coverage side-by-side.
- Contrast two accounts — Compare progress, stakeholders, or open risk on two active plans.
Updating strategies from chat
Chat isn’t limited to answering questions — it can also change a strategy for you. Describe the update in plain words and ShiftUp drafts the exact edit, shows it to you for review, and applies it to Salesforce only after you approve. You can update three areas of a strategy from chat:- Stakeholders — add a stakeholder to the strategy’s buying committee.
- Business case — revise the prose in any business case section, such as the problem statement or opportunity.
- MEDDPICC — record new evidence or change a rating on the MEDDPICC scorecard.
Starting an update
There are two ways to start:- Ask in chat — anchor the conversation to the strategy (or tag it with
@) and describe the change. For example: “Mark the Economic Buyer as strong — the CFO confirmed budget authority and signed off on the Q2 timeline.” - Use the update buttons on the strategy — the Stakeholders, Business Case, and MEDDPICC Scorecard tabs each have a lightning-bolt button (Add Stakeholder, Update business case, and Update MEDDPICC) that collects the details in a short form, then clicking Start chat opens the conversation with your request already submitted.
Reviewing and applying the change
ShiftUp responds with a review card in the conversation that summarizes the proposed edit. The card opens in a clean view showing the final values, with “was” hints for anything that changed. Toggle Show diff to see the full redline of exactly what changes.- Click Apply change to save the edit to the strategy in Salesforce.
- Click Cancel or request changes to reject the draft — then tell Chat what to adjust and it proposes a new version.
The update buttons and Chat’s edit capabilities only appear when you have edit access to the strategy.
Artifacts and exports
Chat can build slide decks and one-pager PDFs for you inside the conversation. A deck or a PDF can be about anything — ask for what you need in plain language, and Chat drafts it from the account and strategy context it already has, then renders it in the panel so you can review it before exporting. Slides are assembled from a set of templates, such as metric tiles, timelines, action steps, stakeholder quotes, and tabular overviews. You can ask Chat to change, add or remove slides, or to use different templates. One-pager PDFs follow a stricter template, but their content and tone can still be adjusted.Artifact ideas to get you started
Not sure how to start? Just pick an outcome, a certain data point or your intended audience and leave the rest to chat.
Set the artifact’s audience
Generated artifacts are internal-facing unless otherwise specified — written the way you’d discuss the account with your own team. Tell Chat when you’d like to tailor your document or slide deck to a different audience. You can aim an asset at a customer, at a specific stakeholder, or even at a specific stage in the deal process, and Chat adjusts the framing, tone, the level of detail, and speaker notes. The champion-enablement example above is the pattern: name who will be in the room and what they need to walk away with.Speaker notes
Every slide deck includes full speaker notes — the full picture you’d need to present the deck yourself, or to hand it to someone else to present. Speaker notes are part of the deck, so you can revise them in conversation like anything else: “shorten the notes on slide 4”, or “add a note about how to handle the security objection.”Speaker notes aren’t shown in the chat preview yet. They travel with the exported .pptx, so open the deck in PowerPoint, Keynote, or Google Slides to read and edit them.
Charts and infographics
Chat adds charts and infographics on its own when the account or strategy contains clear, quantifiable data worth showing. When it doesn’t — or when you want to visualize something that isn’t already in the record — ask for it directly: “add a chart of projected growth over the next four quarters.” You can also ask for a chart on its own in the conversation. Chat renders it inline, which is a quick way to see how a visual will look before asking it to work the chart into a deck.Branding
Generated assets carry your company’s identity, configured once by your ShiftUp admin:- Slide decks use your org’s brand and accent colors, with your logo on the title slide or on every slide. See Presentation deck branding.
- PDFs carry your company name and logo in the footer, the same as every other PDF ShiftUp exports. See PDF branding.
Exporting
Every rendered artifact has a download button:- Slide decks export to .pptx, which you can open and edit in PowerPoint, Keynote, or Google Slides.
- One-pagers export to PDF.
- Charts render inline; there is no separate export.
How chat uses your data
Chat draws from the same intelligence sources that power your account plans and strategies:- Account plan data — Business landscape, change drivers, milestones, and account notes
- Strategy content — Hypotheses, pain points, MEDDPICC, business case
- Stakeholder intelligence — Buying committee members, power roles, and influence levels
- Your feed and notifications — Chat can surface feed suggestions and query your ShiftUp notifications — user-scoped and paginated — so you can catch up on what’s new without leaving the conversation.
- Filtered list queries — Chat has direct query tools for account plans, strategies, seller profiles, and users. Ask list-based questions (“which of my Enterprise strategies moved to Active this week?”, “show me the plans I own sorted by value”) and Chat filters, sorts, and paginates the results in the answer.
Flagging research issues
If Chat surfaces information that looks incorrect, outdated, or comes from an unreliable source, call it out in the conversation. ShiftUp captures the feedback and uses it to improve the underlying research.Tips for effective use
- Be specific — Narrow questions produce more actionable answers. Include stakeholder names, strategy details, or timeframes when relevant.
- Iterate — Use follow-up questions to drill deeper into a topic. The conversation context carries forward within a thread.
- Prepare for meetings — Ask Chat to summarize key talking points, anticipated objections, or stakeholder priorities before a call.
- Validate strategy — Ask about gaps in your deal coverage or areas where confidence scores are low.