# Workbench

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.

<figure><img src="https://89658431-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FexQtBaGPhbGx7gGOz4H2%2Fuploads%2Fgit-blob-2a4f9d0106b93c8712cf5471d90b70b69b87f182%2Fdemo-workbench.png?alt=media" alt=""><figcaption></figcaption></figure>

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## My Deals

The **My Deals** section gives you a clear snapshot of the deals you’re actively working on, organized by evaluation status.

<figure><img src="https://89658431-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FexQtBaGPhbGx7gGOz4H2%2Fuploads%2Fgit-blob-b35fa73ed902f72f23b0d3c73f26de8e29e44172%2Fdemo-workbench-my-deals.png?alt=media" alt=""><figcaption></figcaption></figure>

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.

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## My Tasks

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.

<figure><img src="https://89658431-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FexQtBaGPhbGx7gGOz4H2%2Fuploads%2Fgit-blob-5af9019ac07ef3965223deb4260ea26af177d2b6%2Fdemo-workbench-my-tasks.png?alt=media" alt=""><figcaption></figcaption></figure>

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.

## **Ask Opine**

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.

<figure><img src="https://89658431-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FexQtBaGPhbGx7gGOz4H2%2Fuploads%2Fgit-blob-56c705ff321446ce7264f2feb5301e18309821f5%2Fdemo-workbench-ask-opine.png?alt=media" alt="" width="375"><figcaption></figcaption></figure>

Click **Next** to explore the *Deals* dashboard or jump ahead to [\_Run your first evaluation](https://docs.tryopine.com/guides/plans)*.*