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About Endgame

Endgame enables you and anyone at your company to deeply understand your customers and prospects. Consider Endgame a single sheet of music for the entire team to use for sales and account management use cases such as company research, meeting prep, account planning, deal review, handoffs, and more. After you login with your Salesforce credentials, you’ll be presented with Endgame’s home page. On the home page you can query across multiple accounts. 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. You can also ask targeted, single account questions from this page as well as from the specific account detail pages.
Endgame Home Page
You can view your non-account specific thread history in the Thread List view accessed in the left-hand navigation. Your targeted account thread history lives in that account’s Library.
Thread List
Open search by clicking on the search button in the home page or the search option in the left-hand navigation. Type in the name of the company or person you want to research. Doing so will pull up accounts and people to select from — simply click the appropriate account and you’ll be taken to the Account Detail page (or open a Person Thread).
Search interface
You can also directly go to search via cmd+k from any page or by clicking the search icon in the left-hand navigation.
Important: The only companies you will see are those with Account records in Salesforce that Endgame has been given access to.

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Getting to an account: Account list view

Alternatively, navigate to the Account List page by clicking the stack icon in the left-hand navigation. There are a few ways to sort and filter this table.
Account List View

Example: direct search

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Quick filters

You can quickly filter down your accounts by clicking on the filter options in the top left-hand side of the account grid.

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Filtering by ownership

Clicking on the second filter option, you will see a list of the salesforce users associated with your organization. You can filter your accounts by ownership by selecting a user from this list.
Ownership filter

Example: filtering accounts by ownership

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Sorting

There are a few pre-built ways to sort the list: by Last Viewed, Last Interaction, Account Name, Opportunity Size, Opportunity Close Date, Opportunity Stage, and Opportunity Type. This dropdown menu can be found at the top right of the Account List.
Sorting options

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Account detail page

Once you get to an account, you’ll be presented with the Account Detail page. There are three core concepts within this page: Ask AI (chat), Timeline, and Library.
Account Detail Page

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Chat

Chat interface
Think of this as a ChatGPT that’s deeply tuned to your business model and sales strategy with access to your internal CRM & call data. The questions you can ask can thus be quite detailed and specific. Here’s a quick guide on prompts and templates to help you get started.
Explore different angles of questions and account inspection by clicking from the rotating set templates from your organization’s template libary that appear below the chat input.
When you ask a question, you’ll be taken to a new page that represents the Thread of your chat conversation. You can ask multiple questions in that Thread, and you can always get back to it from the Library.

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Timeline

The timeline captures news, people changes, financial highlights such as earnings calls, emails, and calls. It can be very useful for catching up on an account as a manager, or during account transitions/inheritance.
Timeline view
The timeline is searchable via the box in the top left for specific terms, and selecting any of the category tags (Email, Meeting, Job Change, News) in the second column will also instantly filter the timeline to that tag type (select again to remove the filter). For accounts that have a large number of timeline events, you can also toggle from All Activity to Highlights to narrow down to events that Endgame believes are of heightened importance. Clicking into any specific event will open up a new chat Thread, where you can explore the event in greater detail. For example, you can click into a past meeting, and the new thread will automatically generate a summary of the meeting for you from which you can ask follow on questions.

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Library

The Library contains an index of Threads, which is your Ask AI chat history in that account. This allows you to quickly go back to any chat you have had regarding the account as well as provide a mechanism for collaboration with other members of your team. The Library is divided into Threads with Artifacts and Threads that have not been published as Artifacts.
  • Artifacts are Threads that have been published, which enables external sharing of a Thread via a link with non-Endgame users. Publishing a Thread will also make the thread public and viewable by other Endgame users in the Account Library.
  • Threads which have not been published will be available in the Threads section of the Library and will persist unless it is manually deleted. These Threads are only visible in the Library to the creator of the Thread, though it is still possible to manually share the link to the Thread with other Endgame users.
Library view

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Need help or have feedback?

We’d love to hear from you! You can reach us at support@endgame.io.