Intersight - AI Docs

1 Overview

AI Docs is Intersight’s document‑generation capability. It lets sellers create business‑case decks, mutual action plans, executive summaries, and email drafts that are grounded in real deal data–meeting transcripts, emails, and CRM fields–rather than generic boiler‑plate. A guided workflow walks users through selecting source content, choosing a template, and then refining the draft with Magic Writer.

2 Key Concepts

Term	Definition
Template	Pre‑built structure for a specific deliverable (Business Case, Internal Prep, MAP, etc.).
Content Selector	Modal where you pick transcripts, emails, or free‑form notes to ground the draft.
Magic Writer	Side‑panel tool that rewrites, expands, or shortens any selected text.

3 Creating a New Document

3.1 Launch the Wizard

Navigate to an opportunity and open the Docs tab.
2. Click Create New Doc (top‑right). A template gallery appears, grouped by deliverable type.

3.2 Choose a Template

Select a template that matches your goal. Common options include:
• Business Case (Standard) –6‑section value justification.
• Mutual Action Plan – phased timeline with stakeholder owners.
• Internal Prep – Deal Debrief –lessons learned after win/loss.
• Email – Post‑Demo Follow‑Up – concise next‑step recap.

3.3 Select Source Content (Grounding)

After choosing a template you’ll see the Select Content modal (screenshot above). This step tells the AI which evidence to use when drafting your document.

Existing Transcripts tab – tick boxes for discovery, demo, or pricing calls you want to reference.
Emails – pull in key threads with the prospect to ensure quotes and next‑steps are accurate.
Upload tab – drag‑and‑drop external PDFs or text files (e.g., RFP excerpts).
Free‑Form Text tab – paste ad‑hoc notes or requirements gathered offline.

Use the search bar at the top of the modal to locate specific calls or emails by keyword. When you’re satisfied, click Generate. The draft usually appears within 10–30 seconds.

4 Editing the Draft

4.1 Rich‑Text Controls

Headings (Font Size dropdown) • Bold / Italic / Underline • Bulleted & numbered lists • Tables • Hyperlinks

4.2 Using Magic Writer

Highlight a sentence or paragraph.
Click the Magic Writer button that appears or open the side panel via the toolbar.
Choose an action: Rewrite, Shorten, Expand, or Change Tone (e.g., Formal ↔ Conversational).
Preview the suggestion and click Apply to replace the original text.

Magic Writer is context‑aware: it respects names, numbers, and terminology pulled from your selected transcripts.

5 Exporting & Sharing

Use the Export menu in the top‑right corner of the editor to download a `.docx` or `.pdf` copy. Alternatively, toggle Share Link to generate a public, view‑only URL you can send to customers.

6 Best Practices

Select at least one discovery call transcript plus the latest pricing email to ensure well‑rounded grounding.
Export as PDF for external stakeholders; DOCX is best for internal collaboration and redlines.

7 Troubleshooting

Issue	Likely Cause	Resolution
Generate button disabled	No content selected in the modal.	Tick at least one transcript or email, then retry.

8 FAQ

Can I create my own templates?
Yes. Users can add Custom Templates.
Can documents be generated in other languages?
At this time, AI document generation is for en-US only. However support for other languages can be made available on a case by case basis. Please let your Intersight account manager know about any requirements for multi-lingual support.
Where are uploaded files stored?
Files are stored in Intersight’s secure object storage and tied to the opportunity.