SalesWorx AI Prompt book

Get More from SalesWorx AI

The SalesWorx AI Prompt Book gives your team 50+ ready-to-use prompts for getting answers, insights, and guidance from SalesWorx AI.

Know what to ask, how to structure your prompts, and where SalesWorx AI can help across product support, field intelligence, sales data, and route planning.

What Are AI Agents?

AI Agents are built to handle specific tasks and respond based on the context of your request.

In SalesWorx, AI Agents help users find product information, explore sales and field data, and manage tasks such as route planning through natural language.

Instead of searching, navigating, and waiting for answers, you can ask.

What Is Prompting?

A prompt is the instruction, question, or information you give an AI to guide its response.

For SalesWorx AI, effective prompting means giving the right context, being specific about what you need, and refining your question when necessary. The clearer your prompt, the better the AI can understand your request and provide a useful answer.

Good prompting turns a general question into a useful answer.

How to Prompt Effectively

What to Do	Why It Matters	Weak Example	Strong Example
Be Specific	Provide clear and detailed information such as names, dates, periods, or metrics to improve response accuracy.	"Show me sales data"	"Show me total sales for the Northern region for March 2026"
Give Context	Include relevant background so the system understands who or what you are referring to.	"How is Ahmed doing?"	"How many customer visits did sales representative Ahmed complete in March 2026?"
One Ask at a Time	Keep prompts focused on a single request to ensure clear and precise answers.	Asking multiple questions in one prompt	Break each question into separate prompts
Iterate	Refine your prompt if the initial response is not sufficient or accurate.	Accepting unclear output without refinement	Add more detail or ask a follow-up question
Use Natural Language	Write in a simple, conversational way rather than using technical commands.	Overly technical or rigid commands	Ask as you would speak to a colleague

Three Agents. One Goal.

Make SalesWorx easier to use, understand, and act on.

Help Agent

For: All SalesWorx Users

Acts as an on-demand SalesWorx product expert.
Answers questions directly from official product documentation to eliminate manual searching.
Provides quick guidance on features, processes, and how-to questions.

Insights Agent

For: Sales Managers and Supervisors

Serves as a conversational business intelligence assistant.
Answers questions about sales and field performance in natural language.
Allows users to explore revenue, customer, and sales representative data, with drill-down follow-up questions.

Collaborative Agent

For: All SalesWorx Users

Acts as a single conversational entry point across all SalesWorx AI capabilities (Help, Insights, and Route Planning).
Automatically routes requests to the correct capability.
Combines seamless transition between different questions without switching tools.

Driven by three dedicated AI Agents with one purpose: To make every SalesWorx insight effortless to find and instant to act upon. SalesWorx brings the entire field sales process together in one place to boost productivity, improve execution, and provide visibility into daily sales activities.

What's Inside the Free SalesWorx AI Prompt Book?

50+ practical prompts covering Help, Insights, and Collaborative capabilities
Prompts organized by use case, so you know what to ask and when to use it
Examples of effective prompts to help you improve the quality of your questions
Sales and field intelligence prompts to help you explore performance and operational data
Product support prompts to help you find answers and guidance faster

Get the SalesWorx AI Prompt Book

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SalesWorx brings your entire field sales process together in one place, helping teams increase productivity, improve execution, and gain visibility into daily sales activities.