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AI Deal Intelligence

Ask Opine

The answer is somewhere in the CRM, somewhere in the call recordings, and in a dashboard nobody has built yet. Ask in plain language instead. Ask Opine writes the query, runs it read-only against your own deal data, and hands back the answer with the work attached.

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How Ask Opine works

Ask in plain language, name the deals you mean, then check the work behind the answer.

  1. 01 · Ask

    Ask from wherever you already are

    The button in the corner, the command palette, or the Workbench panel beside the deal. Same question, same answer, no trip to a reporting tool.

    Ask from anywhere in Opine
    Bottom-right buttonevery screen
    Command palette⌘K
    Workbench panelbeside the deal
  2. 02 · Scope

    Type @ to name the deals you mean

    Mention specific deals or accounts and the question runs against those records only. A narrower scope returns a sharper answer than the whole portfolio.

    Ask Opine⌘K

    Which of these are at risk of slipping?

    @Acme Corp@Northwind@Vertex Labs
    3 deals in scope · 1,039 set aside
  3. 03 · Answer

    Every line carries its source

    The answer is built from calls, threads, the knowledge base, and CRM state. Each claim links back to the moment it came from, so you can check it in seconds.

    Ask Opine
    Acme CorpSecurity review moved to Oct 14Gong · Tue
    NorthwindNo economic buyer namedCRM
    Vertex LabsQuiet for 18 daysThreads
    Read from 9 calls, 41 threads, and the CRM
  4. 04 · The work

    Open the work behind the number

    Counting questions run as a read-only query against your own data, not as an estimate. You see the answer. Anyone who wants the query can see that too.

    Ask Opine
    34competitive deals · last 12 months
    The query it ran
    select count(*) as dealsfrom opportunitieswhere primary_competitor = 'StackRival' and closed_at > now() - interval '12 months'
    read-onlySame question, same numberSave

Two kinds of questions, one place to ask

“What are the biggest risks on Acme Corp?” and “How many deals did we compete with StackRival on?” need different machinery underneath. The first reads that opportunity's own record: every call, thread, field, and technical detail Opine already keeps in one place. The second runs as a read-only query over your analytics layer, checked against your own property definitions before it executes. Either way you get one answer, in the conversation you asked in.

The question stops being a project

A pipeline question shouldn't need a dashboard request or a query console. When the answer is a sentence away, nobody spends an afternoon assembling it and nobody waits a week in someone else's queue.

Ask it yourself, right now

Pick your industry and put three real questions to a live pipeline. Every answer comes back with the reasoning and the chart.

FAQ

Asked in real demos

The questions that come up when technical sales teams start asking an agent about their pipeline.

Have one we didn’t cover? Bring it to the demo →

We already paste deal notes into a general AI assistant. What's different?

The reasoning isn't the problem. The record is. General assistants reason well on whatever you hand them, and what you can paste is a slice. Ask Opine runs on the whole record Opine already keeps per opportunity: every call, thread, field, and technical detail, normalized and current. No guessing from a fragment, and counting questions go further still and run as real queries.

Will the numbers be right, or is it a best guess?

Counting questions don't go through the model. Analytics answers come from a read-only query run against your own data, so asking twice returns the same number. Paste a pipeline into a general chatbot and “35” can come back as “34, or 30-ish.” Here the agent writes your question down as a query, reads the result back, and leaves the query there for you to open.

Can it answer across all my deals, not just one?

Yes, and it does best when you name the deals. Deal status, slip risk, how often a competitor showed up in the last year, which feature request has the most revenue behind it. For pattern questions, type @ to scope the conversation to the accounts you care about. That's the guidance in our own docs, because a scoped question returns a sharper answer than a portfolio-wide sweep.

Can I ask about a single deal?

That's the sweet spot. “What are the biggest risks here?” “What were the requirements on the deal that closed?” “Which success criteria are working?” The agent pulls that opportunity's full context, the calls and the plan and the CRM state, and answers from it.

Does a good answer have to stay a one-off?

No. A chart can become a dashboard. Ask for a chart, adjust it in the conversation, then save it to a dashboard built on the same data and the same definitions. If you'd rather build it by hand, the query editor is right there. Same data either way, and both are self-serve, gated by your permissions. Teams running their own BI stack can export to Snowflake or S3, or pull the same structured data through the API.

What can it reach, and can it change anything?

It reads. It doesn't write. Queries are read-only and can only reach your own company's data, and that holds in the query language itself rather than in a prompt. Every query is checked against a catalog of known tables and property definitions before it runs, and someone who can't see a deal in Opine can't get it out of an answer.

Teams already running on it

Technical sales teams put their pipeline questions to Opine. The results are public.

I’ve used countless presales tools over the years, and I can confirm that not a single one comes close to what Opine is doing. Because of their platform, win rates are up, SEs are more efficient, and leadership has access to never-before-seen pipeline intelligence. It’s amazing.
Shaun Dolan

Shaun Dolan

Director of Solutions Engineering at Orca Security

0%
boost in overall win rate
0%
lift in technical win rate
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