Docs / AI Copilot (on-request)
AI goal proposer
Suggests customer goals grounded in account, deal, and Value Library context — you accept the ones that fit.
AI goal proposer
On an account's Goals tab, ask the Copilot to propose customer goals. It grounds them in the account's situation, any related deal, and your Value Library, and returns suggestions with a metric, baseline, target, unit, and target date.
It never saves anything on its own — you accept the ones that fit, and each accepted suggestion becomes a real, tracked goal on the account (marked as AI-sourced). On-request.
Related: *The Value Library: goals & objectives (catalog)* · *Creating a success plan*