MaxAI Prompt Library for Sales Process Manager

AI assistance (via the MaxAI Revenue Execution agent or Altify's MCP Servers) gives you full visibility of sales process data from within your AI assistant. You can easily retrieve an opportunity's assigned sales process and current stage, the qualifiers and verifiable outcomes with their importance weightings and current states, and the opportunity's Closure Probability scores for forecasting context. This capability allows your AI assistant to provide more precise recommendations regarding your opportunity, grounding them in the actual structured process data.

At your prompting, your AI assistant can also assign a sales process to an opportunity and update qualifier states, directly advancing progress within the assigned process.

This topic includes prompt suggestions for the following scenarios:

• Retrieving sales process data (read tools)

• Updating sales process data (write tools)

Use Case	Suggested Prompts
Sales process read tools	What sales process is assigned to the opportunity [Opportunity Name], and what stage are we at? What’s blocking the deal? Show me the qualifiers for this opportunity and tell me which ones are incomplete. What is the Closure Probability for this opportunity? Which qualifiers are marked as essential and not yet answered? What sales processes are available in our org?
Sales process write tools	Mark the ‘Budget confirmed’ qualifier as Yes for this opportunity. Update the ‘Decision maker identified’ qualifier to In Progress. We’ve completed the business case review — set that qualifier to 'Yes'. Change the sales process for [Opportunity Name] from 'Enterprise' to 'Mid Market'. Note that your AI agent won't perform this task if your org is configured to not allow manual assignment of sales processes to opportunities.