SalesOS.

IRIS AI Assistant

Your intelligent sales copilot powered by AI, available from any page in SalesOS.

IRIS is the AI-powered sales assistant built into SalesOS. Powered by Claude, IRIS understands your CRM data and can help you with a wide range of sales tasks -- from analyzing your pipeline to drafting follow-up emails to preparing for upcoming meetings. IRIS is available from any page in SalesOS, making it a constant companion throughout your workday.

What IRIS Is

IRIS stands for Intelligent Revenue Intelligence System. It is a conversational AI assistant that has access to your CRM data within SalesOS. Unlike a general-purpose chatbot, IRIS is purpose-built for sales workflows. It understands sales concepts like pipeline stages, win rates, deal velocity, and account health, and it can reason about your specific data to provide actionable recommendations.

IRIS is powered by Claude, Anthropic's AI model, and is designed to help you work faster and smarter without leaving the SalesOS platform.

Accessing IRIS

There are two ways to access IRIS:

AI Chat Page

Navigate to the IRIS chat interface through the AI menu in the main navigation. This opens a full-page chat experience with a conversation sidebar on the left and the main chat area on the right.

The full-page view is ideal for longer conversations, complex analyses, and tasks that require back-and-forth interaction.

Quick Access

IRIS can also be accessed from the AI Features card on your Dashboard Home, which provides shortcuts to common AI capabilities.

What You Can Ask IRIS

IRIS can help with a broad range of sales tasks. Here are the main categories of questions and requests it handles well:

Pipeline Analysis

Ask IRIS to analyze your pipeline, identify trends, and highlight areas of concern.

  • "Analyze my pipeline"
  • "What deals are at risk this quarter?"
  • "Which deals have been stalled the longest?"
  • "Summarize my pipeline for this month"
  • "How does my pipeline compare to last quarter?"

Lead Scoring and Prioritization

IRIS can help you evaluate and prioritize your leads.

  • "Score my top leads"
  • "Which leads should I focus on today?"
  • "What leads have the highest conversion potential?"

Email Drafting

Ask IRIS to draft emails for common sales scenarios.

  • "Draft a follow-up email for [contact name]"
  • "Write a proposal follow-up for the [account name] deal"
  • "Help me draft an introduction email to a new prospect"
  • "Compose a re-engagement email for a dormant account"

Meeting Preparation

IRIS can help you prepare for upcoming meetings by summarizing relevant information.

  • "Prepare for my meeting with [account name]"
  • "What should I know before my call with [contact name]?"
  • "Summarize the history of my interactions with [account]"
  • "What are the key talking points for my demo tomorrow?"

Deal Strategy

Get AI-powered advice on how to move deals forward.

  • "What should I do to advance the [deal name] deal?"
  • "Why might [account name] be hesitant to move forward?"
  • "What objections should I prepare for in the [deal name] negotiation?"
  • "How can I increase the probability of closing [deal name]?"

Performance Insights

Ask IRIS about your own performance metrics and trends.

  • "How is my win rate trending?"
  • "What is my average deal cycle time?"
  • "How many activities have I logged this week?"
  • "Am I on track to hit quota this quarter?"

Example Prompts and Use Cases

Here are some specific prompts you can try, along with what IRIS will provide:

"What deals are at risk this quarter?" IRIS will review your open deals, looking at factors like days since last activity, deal age relative to your typical cycle time, and probability trends. It will return a list of deals that show warning signs, along with specific reasons for the risk assessment.

"Draft a follow-up email for [contact]" IRIS will look up the contact, review recent interactions and deal context, and draft a personalized follow-up email. You can ask it to adjust the tone, add specific points, or shorten the message.

"Summarize my pipeline for this month" IRIS will provide a breakdown of your open deals by stage, total pipeline value, expected revenue, and notable changes since last month.

"Help me prepare for my meeting with [account]" IRIS will compile relevant information about the account, including recent activities, open deals, key contacts, and any signals or alerts from AI Agents. It will suggest talking points and potential areas of discussion.

Conversation Management

Starting a New Conversation

When you first open IRIS, you can start typing immediately. A new conversation is created automatically when you send your first message. You can also click the + button at the top of the conversations sidebar to explicitly start a new conversation.

Viewing Conversation History

All your past conversations with IRIS appear in the sidebar on the left side of the chat page. Each conversation shows its title (derived from the first message or topic) and the date of the last message. Click any conversation to reload it and continue where you left off.

Deleting Conversations

Hover over any conversation in the sidebar to reveal a delete button. Click it to permanently remove the conversation. This action cannot be undone.

Suggested Prompts

When you start a new conversation, IRIS displays four suggested prompts to help you get started:

  • Analyze my pipeline
  • Score my top leads
  • Draft a follow-up email
  • Prepare for a meeting

Click any suggestion to populate the input field, then send it or modify it before sending.

How IRIS Uses Your CRM Data

IRIS has access to the data within your SalesOS account, including:

  • Deals -- Names, amounts, stages, probabilities, close dates, and associated accounts
  • Leads and Contacts -- Names, companies, engagement history, and scoring data
  • Activities -- Calls, emails, meetings, and notes logged in the system
  • Accounts -- Company information, health scores, and revenue data
  • Tasks -- Your open and completed tasks
  • Meetings -- Scheduled and past meetings

When you ask a question, IRIS queries your data in real time to provide answers that reflect the current state of your CRM. This means IRIS's answers are always based on live data, not stale snapshots.

Privacy and Data Access

IRIS only accesses data that you have permission to view within SalesOS. Your conversations with IRIS are private to your account and are not visible to other users, including managers or administrators.

Key privacy details:

  • IRIS does not share your conversation content with other SalesOS users
  • IRIS does not access data from other organizations or tenants
  • Your role-based permissions apply -- if you cannot see a deal or account in SalesOS, IRIS cannot see it either
  • Conversation history is stored securely and can be deleted at any time

Tips for Getting the Best Results from IRIS

  1. Be specific. Instead of asking "How are my deals?", try "Which deals over $50K have not had activity in the last two weeks?" The more specific your question, the more useful the answer.

  2. Use names. When asking about a specific deal, contact, or account, include the name. IRIS can look up entities by name to provide targeted answers.

  3. Ask follow-up questions. IRIS maintains context within a conversation. If you ask about your pipeline and then say "Which of those deals is the largest?", IRIS will understand you are referring to the deals it just described.

  4. Request different formats. You can ask IRIS to present information as a list, a summary, or a detailed analysis. For example: "Give me a bullet-point summary of my top 5 deals."

  5. Iterate on drafts. When IRIS drafts an email or message for you, feel free to ask for revisions. "Make it shorter", "Add a mention of our new product", or "Make the tone more formal" are all valid follow-up requests.

  6. Use IRIS for meeting prep. Before any important meeting, ask IRIS to prepare a briefing. This saves you time that would otherwise be spent manually reviewing deal histories, contact records, and recent activities.

  7. Verify important details. IRIS is an AI assistant and may occasionally produce inaccurate information. For critical decisions, always verify the data IRIS provides by cross-referencing with the actual records in SalesOS. A disclaimer at the bottom of the chat interface reminds you of this.

Forecasting

Predict your quarterly revenue with SalesOS's forecasting tools.

AI Agents

Autonomous AI agents that monitor your deals, accounts, and sales activities.

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