Workbench
The Workbench is your personal hub for managing your deals, tasks, and interactions with Opine AI.
Last updated
The Workbench is your personal hub for managing your deals, tasks, and interactions with Opine AI.
Last updated
Designed specifically for Sales Engineers, the Workbench helps optimize your daily workflow by putting everything you need in one place. Whether you’re tracking high-priority deals, checking off tasks, or getting AI-powered insights, the Workbench makes it simple to stay on top of your responsibilities.
The My Deals section gives you a clear snapshot of the deals you’re actively working on, organized pilot status.
This section helps you understand:
Deal value and probability: Quickly assess the monetary value of a deal, its likelihood of closing, and the weighted value (deal value multiplied by probability).
Quick access: Click on a deal to view detailed information, including its stage, associated tasks, and AI-generated insights.
The My Tasks section organizes all your assigned tasks, making it easy to manage your workload. Tasks are categorized by due dates (e.g., Today, Tomorrow, Upcoming) and can include activities like follow-ups, preparing documents, or scheduling meetings.
Key features include:
Task prioritization: Quickly see what needs your attention today, and plan ahead for tomorrow or the rest of the week.
Filters and search: Use filters to sort tasks by due date or deal, and search for specific tasks to save time.
Task details: Click on a task to view its description, due date, and related comments. You can also add subtasks or update its status directly.
The Ask Opine panel is your interface to interact with Opine AI, providing you with real-time assistance and insights. Use this feature to handle administrative tasks or get deal-specific recommendations quickly.
Key capabilities of Ask Opine include:
Deal insights: Ask for a summary of the latest updates on a deal, including recent activity, feedback, and next steps.
Task recommendations: Request AI to suggest next actions for a deal or help break down a large task into smaller, manageable subtasks.
Draft assistance: Use Opine AI to draft emails, create reports, or generate workshop agendas tailored to your deals.
With Ask Opine, you can offload administrative work to Opine AI and focus your energy on strategic efforts that move deals forward.
Click Next to explore the Deals dashboard or jump ahead to Run your first pilot.
