| Workflow Type | Description of the Workflow | Conversational Input | Max's Response |
|---|
| Sort | Sort the search results | | Max returns the sorted list of opportunities. |
| View more details | Drill down into a specific opportunity | - Show me more details
- Click the View more details button.
| Max displays the opportunity detail card for all the opportunities. |
| Drill down using conversational input | - Show me more on the second one
- View more details on #3
- Show more details for the 3rd opportunity
- Show me more on the last one
| Max returns the details of the requested opportunity. |
| Show related quotes | View the quotes related to your opportunity | - Click the Show related Quotes button.
- Enter one of the following:
Show me the quotes for this opportunity Show me the quotes on the third opportunity Show me the quotes for the second one
| Max returns the related quotes sorted by the last-modified date. |
Show opportunity products | View the products related to your opportunity. | - Click the Show Opportunity Products button.
- Type one of the following:
| I can do that! Which opportunity would you like to view the products for? - Venture CA Office Hardware and SoftwareOptty
- ABC Corporation
- ABC Corporation
- Venture - CRM 30k
|
| Search for fields | Search for a specific field | - What is the ACV, account, start date and end date?
- Show me the ACV, account, start date
| Max displays specific field details. |
You click the Search for fields button. | MAX: Which field(s) would you like to see? You: ACV, template, account, start date and end date Max displays specific field details. |
| Send it to me | Send the opportunity report to your email address | - Send it to John Snow <john@snow.com>
- Send it to me
- Send to me
- Send to john@snow.com
- Send it
| Max emails the opportunity report to your email address. |