💻 How data is obtained and analyzed
📚 Data and Sources
Endgame combines your business knowledge, particularly data contained in emails, call recordings, notes, internal conversations, and uploaded account documents with everything that is publicly available on the internet. We are currently CRM-first: we focus on the accounts in your CRM and no others, because we believe those are the ones you actually care about. An equally important data source is contained in Endgame’s Logic.Details of each integration can be found in the Integrations section.
🧩 Logic
Endgame researches every person and account in your book through the lens of your sales strategy and process. We do this by capturing your strategy and process, in natural language, into our rules and templates.Rules
Think of rules as the concepts you would onboard a new sales rep or account manager into. Are you a MEDDIC or BANT shop? What does command of the message mean for your org? Which products do you sell, how do you position them, and how do you cross-sell them? Who are your competitors and how do you differentiate?Templates
Certain activities within sales and account teams are driven by consistent data points. For example, you may require all active Opportunities to have MEDDPICC filled out, or you might expect every rep on your team to have an account plan with a stakeholder map, action plan, and one-page business case written for each key account. Your CRO may expect a particular format of briefing for meeting preparation. Endgame’s templates allow you to define structured documents that are dynamically written using AI, informed by all data sources, so that every account has all required documents available at all times.💼 Interacting with Endgame
Chat
The simplest way to get answers from Endgame is by querying Endgame via Chat, just like how you might ask questions of ChatGPT or Perplexity. You can chat with Endgame account by account (including the stakeholders related to that account) from the account detail page. You can also query across multiple accounts in our homepage. Here you can explore prompts that cover the entire breadth of the accounts in your organization. Ask questions that target your book of accounts, explore organizational trends, provide insights about your team’s sales strategies, and more.Tasks
You can now schedule daily, weekly, or monthly email digests that act in the same way as firing a prompt off in the app. Curate your tasks to keep you up to date at the start of your day or week with whatever cross account information is most helpful to you.Artifacts
As noted above, templates power structured responses from Endgame’s chat, such as specifically formatted account plans, meeting prep briefs, deal reviews, and more. You can publish specific threads generated through chat for the purpose of sharing them, both internally and externally. We call a published thread an Artifact.Slack
You can now seamlessly integrate Endgame with your Slack workspace. Access Endgame directly within your connected Slack channels to ask multi-account and individual account questions, enabling your team to get answers efficiently in one of their primary collaboration environments.Endgame threads within Slack are still in Beta - contact support@endgame.io to inquire about access
If your team connected Slack prior to October 10, 2025 you need to update your connection to access the thread feature