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Leveraging Generative AI Reports

Get answers at scale using natural language prompts across multiple meetings, deals, accounts simultaneously

Rafiki Customer Success Team avatar
Written by Rafiki Customer Success Team
Updated over a month ago

Rafiki's Generative AI Report is an AI-powered analytics tool that transforms complex business data into actionable insights through an interactive table format. It specializes in analyzing various types of business interactions and performance metrics across your organization.

Generative AI Report with prebuilt templates

What are Generative AI Reports:

Generative AI Report enables you to ask multiple natural-language questions across numerous different documents all at once, in a table format.

  • Template-Based Analysis: Pre-built templates for common business scenarios:

    • Deal Win/Loss Analysis

    • Rep Performance Tracking

    • Account Health Monitoring

    • Competitive Intelligence

    • Meeting Analytics

  • Customizable Analysis: Each template allows you to:

    • Define custom questions for analysis

    • Set specific date ranges for data analysis

    • Track multiple metrics simultaneously

    • Get real-time insights as data is processed

  • Data Sources Integration:

    • Deals and pipeline data

    • Meeting transcripts and analytics

    • Sales performance metrics

    • Account health indicators

    • Competitive analysis data

  • Smart Analysis Capabilities:

    • Automatic extraction of key metrics

    • Performance tracking across time periods

    • Comparative analysis between different data points

    • Natural language processing of meeting transcripts

    • Scorecard-based performance evaluation

NOTE: Rafiki Generative AI Reports are currently available through our limited private beta. If you have any questions or would like to inquire further, please reach to us via [email protected].

What Generative AI Reports help with

  • Sales performance analysis

  • Deal pipeline tracking

  • Account health monitoring

  • Competitive intelligence gathering

  • Meeting effectiveness analysis

  • Rep performance evaluation

Accessing Generative AI Reports

To access Generative AI Report, click on the magic repot icon in your left sidebar. From the Generative AI Reports home screen, you can:

  • Use a pre-made template such as “Deal Win-Loss Analysis” or “Account Health Analysis” for the desired time frame

  • Access previously generated reports

  • Create custom reports (coming soon)

    Generative AI Report with prebuilt templates

    Accessing Previously Generated Reports

    Generated reports are visible in the table below the pre-built templates on top.

Click on any of the Reports to view and download as CSV

Generative AI Reports: View generated reports and download as CSV

Download Reports

Any generated report can be downloaded using the Download CSV button

Download the saved Generative AI Report

FAQ

How does Generative AI Report work

Generative AI Report uses a number of natural-language process and machine learning techniques to interpret questions, retrieving all relevant information from a document, and reason over the data to analyze/summarize findings.

It retrieves snippets for a query from the deals/meetings/accounts (rows in the table) relevant to your search. These snippets are then used by our large language model to generate an answer, with the query (columns in the table) applying to each document.

Generative AI Report didn't produce an answer in a table cell - what does that mean?

Generative AI Report will tell you when it doesn't have an answer: Rather than hallucinate an answer, it will let you know when it cannot find any relevant content within that document to generate an answer. If your question is not producing responses, you might try reformatting your question or adding a new document.

It could be that there is no/not enough content around the topic you're searching for, which you can verify through the Rafiki classic search.

Is Generative AI Search available to Free users?

Generative AI Search is available only to Premium users with a valid paid license. Admins and managers who need access to these reports and search functionality need to upgrade.

Are there any limits to the number of reports or number of meetings/deals/accounts (rows) and/or prompts (columns) I can use with Generative AI Reports?

Currently within a grid, you are limited to 100 documents (rows) and 10 prompts (columns) and 10 reports per month.

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