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Intersight Demo Walkthrough

This article will walk you through key features to explore in an Intersight Demo environment. 

  1. Login to Intersight app at https://app.intersight.ai
  2. After you have logged in, on the Home page, you will see a list of opportunities.
  3. Select App Monitor GRC You can also just type in the opportunity name to navigate to it directly. Other opportunities to explore are ApexPoint and AppSage.

  4. You will see information about the opportunity. Key things to notice
    1. Deal details and activity. We ingest up-to-date information from your CRM to Intersight, to provide a seamless experience for Sales Reps
    2. Similar opportunities. These are computed based on similarity criteria configured by Enterprise Admin
    3. Deal Risk Score.

  5. Now, click on Guidance and select Customer Stories to Tell
    1. Under Quick Insights, click to expand quick insights for Tech EDU
    2. Then scroll down to view detailed Insights.
    3. Observe Challenges, Features used, Outcomes and References. Intersight provides exact quotes and references to substantiate the claims.

  6. Navigate to Docs.
    1. Select Business Case (Standard) template to generate a document. Then, you will see options to pre-select source documents. All documents are pre-selected. Select Generate to create the document. AI will analyze all information available about the current deal and also analyze similar closed deals to draft this document.



      Select Edit to review the document.
    2. After reviewing the document, select “Suggested Questions” to review AI suggested questions to ask the prospect.
           7.    Next, navigate to Risks Tab
    1. View AI identified deal risks. Intersight collects and tracks all risks from past and current deals. By understanding your organization's history, it proactively alerts you when new risks appear and offers tailored mitigation strategies based on what has worked well for your team.
            8.   Navigate to Meetings
    1. You will notice upcoming and previously recorded meetings.

    2. Under Upcoming meetings, click Add Meeting Link to ad-hoc join a meeting. Once the meeting is completed, you can view transcripts and AI notes under the Recorded tab.