Overview
Ask Clozd is your personal assistant for quickly surfacing key insights from win-loss interviews. Powered by advanced AI technology, Ask Clozd analyzes your published interview data and delivers personalized insights, turning buyer feedback into actionable intelligence. Whether you're a novice or an expert, Ask Clozd makes it easy to find answers to critical business questions and optimize your win-loss strategy.
This article contains the following sections:
- Ask Clozd: Your AI agent
- Key features
- How to use Ask Clozd
- Frequently asked questions
- Why Ask Clozd?
- Questions
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Ask Clozd: Your AI agent
Ask Clozd simplifies the process of uncovering insights from win-loss interviews. By analyzing the data in your published interviews, Ask Clozd provides instant, actionable answers to your most pressing questions. You can ask questions in natural language—like, “Why are we losing deals in the healthcare sector?”—and the AI will deliver relevant insights in seconds.
Example use case:
A sales leader might ask Ask Clozd, "Why are we losing to Competitor X in enterprise deals?" The AI will scan relevant interview data and return insights on key Decision Drivers, common themes, and trends that can help shape their competitive strategy.
Key features
- AI-powered search: Ask questions in natural English, and Ask Clozd will analyze your win-loss data to provide clear, concise insights.
- Real-time analysis: Get immediate answers based on your published interview data—no need for time-consuming manual analysis.
- Private and secure: Your Ask Clozd chats are private to your account and are not visible to other users.
- Unlimited questions: There's no limit to the number of questions you can ask, which is perfect for exploring your data in depth.
- Effortless insights discovery: From identifying top reasons for lost deals to summarizing competitive analysis, Ask Clozd makes it easy to discover trends and strategies to win more business.
How to use Ask Clozd
1. Accessing Ask Clozd
Click on the Ask Clozd chat button at the top right corner of the page.
An Ask Clozd drawer will appear on the right-hand side of the page.
2. Ask a question
Type a question in the Ask Clozd bar. Some examples of questions you might ask include:
“What are the top reasons we lose to Competitor Y?”
“Why do we win deals in the healthcare sector?”
“What are the most common Decision Drivers over the last 3 months?”
3. Reviewing responses
The AI will analyze all published interviews that you have access to and return a summarized response. These responses are designed to be clear and actionable, making it easy to draw conclusions and shape your strategy. Click on the links in the response to view the deals that are used in answering your question.
4. Save and access past conversations:
Every chat session is saved and remains private. You can return to previous chats at any time by clicking the History icon to revisit earlier questions, or start a new conversation by clicking the New Chat button
Why Ask Clozd?
Ask Clozd empowers users to find answers quickly without sifting through extensive data manually. Here’s how it helps:
- Uncover key insights instantly: Ask Clozd surfaces rich insights from your win-loss data, helping you answer critical business questions effortlessly.
- Simplify reporting: The AI quickly extracts key information, allowing you to focus on strategic decision-making without spending time compiling reports.
- Quick and easy process: From novices to experts, anyone can use Ask Clozd to easily explore and analyze their win-loss data.
Frequently asked questions
What AI model powers Ask Clozd?
Ask Clozd is powered by OpenAI, providing advanced natural language processing capabilities that allow for seamless analysis of win-loss data.
What data does Ask Clozd use?
Ask Clozd analyzes published win-loss interviews that a user can access. The AI only considers interviews from your win-loss program and does not include unpublished interviews or survey responses.
Is Ask Clozd secure?
Yes. Your data is secure and is never mixed with other customers’ data. Clozd uses the most secure enterprise license available through OpenAI. For each session of Ask Clozd, we load the data you have access to independently from all other data. You can learn more about Clozd's security practices at https://trust.clozd.com.
How many interviews are needed before I can access Ask Clozd?
Ask Clozd requires a minimum of one published interview within your program to be enabled. If no deals are available, the chat feature will be disabled.
Are my chats with Ask Clozd saved?
Yes. All chats are saved and private to your account. You can return to view past conversations at any time.
Can other users see my chats?
No. Your chats are private and cannot be accessed by any other users, including company admins and Clozd program managers.
Is there a limit to the number of questions I can ask?
No. Ask Clozd allows for unlimited questions, ensuring that you can ask as many follow-up queries as needed without additional charges.
Can I filter data in Ask Clozd?
While Ask Clozd does not currently support filtering, you can phrase your questions in a way that mimics filtering—such as asking, “Why do we lose deals in North America over the past 6 months?”
Does Ask Clozd support custom fields?
No. Ask Clozd currently only considers default Clozd fields when analyzing data. Custom fields are not yet supported.
Questions?
For questions about how Ask Clozd can help your win-loss program, contact your Clozd program manager.
For any technical support or troubleshooting, reach out to support@clozd.com.