Engage tab (Preview)

The Engage tab is where sellers execute on a strategy. It combines a stakeholder-aware prospecting cadence — with AI-drafted emails, calls, and social touches — and a roadmap that guides the deal once you secure a meeting, all in one place. Customers with this preview will see the engagement roadmap. Everyone else sees the conversation roadmap.

​

Opening Engage

Open any Sales Strategy from the Strategies list and switch to the Engage tab or use the Open Engage button on the overview tab. Engage provides the step-by-step journey from prospecting to close:

• Prospecting — a single timeline of every stakeholder in outreach, with each stakeholder’s cadence of AI-drafted touches.
• Secured a meeting? — the last milestone on the Prospecting timeline. Click Start roadmap to continue into the Engagement roadmap. You don’t need to finish Prospecting, if you’ve secured a meeting or have an opportunity in progress you can click Start roadmap. If your org isn’t part of the preview, Engage shows the Conversation roadmap instead.

Engage keeps completed activity collapsed, focuses on the current action, and shows a summary of proposed upcoming steps.

​

Guided walkthrough

The first time Engage shows stakeholder outreach with a usable draft, ShiftUp launches a one-time guided walkthrough of the Prospecting workflow. It covers viewing and adding stakeholders, reviewing channels, personalizing messages, and completing outreach. To replay it, click Take a tour in Engage.

​

Prospecting

Prospecting turns a Sales Strategy into a numbered outreach cadence for each stakeholder. ShiftUp generates the drafts. You review, personalize, and send.

​

Why now

Click the information button beside the Prospecting title to open Why now & pain hypothesis, a short, evidence-backed explanation of why this is a timely moment to reach out. It includes:

• The pain hypothesis — the specific pain ShiftUp expects to resonate right now
• Sources — hover any highlighted evidence to see the source signal
• View full strategy — jumps back to the strategy Overview if you need broader context

​

Stakeholder timeline

Prospecting lists every stakeholder in your outreach as a row on one timeline. The header summarizes how many stakeholders are in outreach, how many touches are overdue, and how many are due today. ShiftUp orders stakeholders by what’s due:

1. Stakeholders whose next touch is due earliest, so overdue work leads.
2. Stakeholders with undated outreach.
3. Stakeholders who haven’t started outreach.
4. Stakeholders who finished their outreach.

Ties go to higher confidence, then to the better recommendation rank. Each time you open Prospecting, ShiftUp selects the first stakeholder in that order. The selected stakeholder’s row expands to show their cadence inline. Every other row shows that stakeholder’s next touch and when it’s due. Click a row to select that stakeholder. Your selection holds while the panel is open but resets on your next visit. When more than five stakeholders are in outreach, ShiftUp groups the timeline into Overdue, Due today, Upcoming, Not started, and Done. Overdue, Due today, and the selected stakeholder’s group start open. Other groups collapse to one line that names who’s next. From the timeline you can:

• Preview a stakeholder — Hover a stakeholder’s name to see their title, role, influence, confidence, touches done, and next touch with its due date.
• View stakeholder — Open the stakeholder detail sheet without leaving Engage. Request a phone number from the sheet. See Request a stakeholder’s phone number.
• Convert to Record — Turn the selected stakeholder into a Salesforce Contact or Lead in place.
• Add stakeholders — Open the add-stakeholders picker. See Add stakeholders to outreach.

If no stakeholder is in outreach yet, Prospecting shows the generic outreach cadence for the strategy so its drafts stay visible.

​

Add stakeholders to outreach

Click Add stakeholders to open a two-pane picker:

• Left pane — Search the strategy’s stakeholders. ShiftUp groups them into Not yet in outreach and Already in outreach, with Recommended and Alternative labels on ShiftUp’s suggestions.
• Right pane — Review the selected stakeholder’s research: influence, confidence, trust, engagement, Why recommended, Summary, Best approach, Priorities, Pain points, Recent activity, and Common connections. Click Open full profile for everything ShiftUp has on that stakeholder.

Click Add to outreach to add the stakeholder. ShiftUp generates their outreach drafts automatically. The stakeholder appears on the timeline with a Generating drafts status while ShiftUp works. If generation fails, click Retry on that stakeholder’s row.

​

Outreach cadence

The selected stakeholder’s row lays out a numbered cadence of touches (email, phone, and social) in the order ShiftUp recommends running them. The current touch shows its full contact-point card. Upcoming touches stay collapsed behind one line that names the next touch, its timing, and how many more follow. Past touches collapse into Past outreach. Each contact-point card contains:

• Channel choice — The current touch opens on its recommended channel. Switch to another generated channel to review its draft. Later touches let you inspect channels without outreach actions.
• Why this touch? — An information button beside the touch title shows the reasoning, timing guidance, and cited sources.
• Subject, message body, and call script (channels the touch supports)
• To, Phone, and LinkedIn profile fields pulled from the linked Salesforce record. The Phone value is click-to-dial: click it to open the Salesforce Call preview for the number. See Call a stakeholder from a phone number.
• Action buttons: Review draft, Send Email, Mark complete, Personalize, Edit, and Copy

When you complete the current touch, the same stakeholder stays selected and their next remaining touch expands. ShiftUp never switches stakeholders or generates new messages for you.

​

Mark a touch complete

Not every touch needs to be sent from ShiftUp. Use Mark complete on any contact-point card to record that the touch happened — useful for phone calls, in-person conversations, LinkedIn messages sent from LinkedIn, or emails you sent outside of Salesforce.

• The touch collapses into Past outreach and the stakeholder’s X of Y touches done count updates.
• The stakeholder’s next touch in the cadence becomes active.
• If you marked something complete by mistake, expand the completed touch and click Reopen to move it back into the active cadence.

When your admin turns on Use the Salesforce email composer in Communications settings, Send Email opens Salesforce’s standard email composer for the touch’s Contact or Lead. After you send, ShiftUp marks the touch complete automatically as soon as Salesforce stores the sent email. The completed touch records the email channel and the sent text, and shows a Sent pill. For a Lead, ShiftUp matches the email you send to that Lead within 2 hours of opening the composer. ShiftUp delivers the completion in the background and retries failed deliveries. If every retry fails, the touch stays open. Click Mark complete to close it yourself. Manual completion records your confirmation without verifying an email.

​

Personalize a draft in one shot

Any email or LinkedIn draft can be personalized without leaving the card. Personalize applies your saved Communication style from the Customize page, so the rewritten draft matches the tone, length, greeting, and next-step preferences you captured there. The setup wizard runs the first time you click Personalize if you haven’t saved a style yet. You can revisit or edit your style at any time from Customize.

​

Sending an email

Click Send Email on any email contact-point card:

1. ShiftUp opens a Review email before sending dialog. To, CC, and Subject appear as compact rows above the message body, so the body keeps most of the dialog’s height on short screens. Click CC to add copied recipients, and Hide CC to collapse the row again.
2. Confirm the message. ShiftUp sends it through Salesforce and marks the touch complete.

If the stakeholder isn’t yet linked to a Salesforce Contact or Lead, ShiftUp first explains why Salesforce needs the link to send and log the email. Click Link to Salesforce to pick a matching record or create a new one, then review and send your email. Click Cancel to leave the draft unchanged. Send results appear in a summary dialog so you can see which recipients succeeded and retry any that failed.

​

Generate more outreach

When every current touch for the selected stakeholder is complete, click Generate next 3 in their cadence. ShiftUp generates the next three touches for that stakeholder only, so the cadence keeps moving without a full regenerate. For the generic outreach cadence, Generate next 3 adds touches for the whole strategy. Until the current touches are done, Generate next 3 stays disabled. Its tooltip reads “Finish this stakeholder’s current touches before generating more.”

​

Empty and error states

• No drafts yet — Click Generate drafts to kick off the initial prospecting run. ShiftUp shows a “Generating outreach drafts. This can take a few minutes.” banner while work is in flight. This can take 20 minutes to generate.
• Generation failed — A Try again button retries the failing step; other stakeholders keep their drafts.
• Load error — A Retry button reloads the panel without losing your place in the strategy.

​

Engagement roadmap Preview

The engagement roadmap lays out the AI-recommended steps that move the deal through each sales stage until it closes. The roadmap follows your org’s Opportunity stages and any stage guidance you’ve set up for them, so its stages and steps match your sales process. You work each step with ShiftUp AI in chat. After you confirm what happened, ShiftUp prepares your next step.

​

Start the roadmap

You can start the roadmap at any stage of the deal. You don’t need to finish Prospecting first. If you already have an Opportunity in progress, click Start roadmap and link that Opportunity. ShiftUp starts the roadmap from the deal’s current stage. You also don’t need a completed meeting to start. Customer context and an objective are enough, so you can start before first contact or partway through a sales motion. ShiftUp shows generation progress in place of the Secured a meeting? milestone. Once you approve the roadmap, Prospecting becomes read-only and stays visible as history. After the roadmap is ready, Engage opens on the roadmap instead of Prospecting.

​

Read the roadmap

The roadmap timeline uses your Opportunity stages:

• Earlier milestones — One line folds earlier stages and counts the actions done.
• Current stage — Appears as a milestone with your Opportunity stage name. Click the information button to see what this stage is about.
• Current recommended step — The step’s title, instructions, and timing, such as Today or Within 3 days. ShiftUp calculates due dates from your org’s Salesforce business calendar. If a date can’t be calculated, the step shows no due date.
• Upcoming steps — One line names the next step and counts the rest. Expand it to see the remaining likely steps in the current stage, then each later stage with an estimated number of steps.
• Closed won — An open roadmap ends at this milestone.

​

Work the current step

• Conversation starters — Expand Need help getting started? for five ideas tailored to the step. Click one to open a new chat about the step.
• Step action — Click the step’s action button to open a new chat for the step. The button reads Work with ShiftUp AI when no step-specific label is available.
• Step conversations — Each step lists its own chats. The two newest show by default, and you can expand the rest. Chats on the current step reopen in the chat sidebar. Chats on completed steps open as read-only transcripts.

Use a step chat to prepare, keep working, revise the step, or record what happened. To revise the step, ask ShiftUp AI to change its title, recommended action, stakeholder focus, success criteria, or timing. ShiftUp asks Update the current roadmap step? Approve the change to save it.

​

Complete a step

Tell ShiftUp AI what happened. ShiftUp can suggest relevant meeting evidence, with sources, from the last 30 days. Correct or ignore any suggestion. ShiftUp proposes the outcome for you to approve. The approval card shows:

• Whether you completed the step, partly completed it, or didn’t complete it
• The effect on the deal: moved forward, no change, setback, or unknown
• The buyer’s response and commitment
• Who actually attended
• Your notes
• An optional Opportunity link and the stakeholders involved. Selecting stakeholders here doesn’t change the strategy’s stakeholder list.

Approve the card to save the outcome. ShiftUp shows Preparing your next step while it generates the next recommendation. The completed step collapses into the timeline with its Confirmed outcome, including the buyer’s response and commitment. ShiftUp AI can’t advance the roadmap until you explain what happened and approve the outcome. Cancelling, or changing the evidence after the proposal, saves nothing.

​

Close the roadmap

When the deal ends, tell ShiftUp AI it closed. The outcome approval reads Close this roadmap as Won or Lost. ShiftUp doesn’t change the Opportunity or its stage. A closed roadmap shows a Closed Won or Closed Lost badge. Its completed steps stay readable, and it offers no further steps. Closing the linked Opportunity in Salesforce doesn’t close the roadmap. ShiftUp shows a notice that it didn’t create the next recommendation. The roadmap stays open until you record Closed Won or Closed Lost.

​

Requirements

• You need edit access to the strategy to start or change a roadmap. Anyone who can see the strategy can view its roadmap.

​

Conversation roadmap

If your org doesn’t have the engagement roadmap, Engage shows Prospecting without Start roadmap, followed by the classic Conversation roadmap section. That section starts collapsed unless a roadmap link opens it. For more information, see the Conversation Roadmap section in the Sales Strategy documentation.

​

Prospecting queue

The workspace Prospecting queue drill-in uses the same stakeholder timeline and contact-point cards. After you complete a queue item, the queue advances to the next available touch.

​

Interaction with other tabs

• Overview — Roadmap-style links on the strategy Overview jump into Engage with the roadmap expanded, so you land where you were headed.
• Stakeholders (standalone tab) — The standalone Stakeholders tab still exists for research and stand-alone outreach. Prospecting inside Engage reuses the same stakeholder data.

​

Requirements and permissions

• Salesforce send — To use Send Email, sellers need the standard ShiftUp email-send permission. If the stakeholder isn’t already linked to a Salesforce Contact or Lead, ShiftUp creates or links the record in the background before opening the review dialog.
• Communication style — Optional but recommended. Set up your style on the Customize page so Personalize applies your voice. If it isn’t set up, ShiftUp launches the setup wizard when you first click Personalize.