Using Chat as Your AI Sales Coach

The Chat module is the primary conversational interface for Jenius. It is designed to act as a 24/7 AI sales coach rather than a static search engine, helping you think through complex sales scenarios, prepare for critical meetings, practice role-play exercises, and access organization-specific knowledge.

How-To Guides

How to Find and Start a Chat

You can easily begin a conversation with your AI sales coach from anywhere in the platform:

  1. Locate the collapsible primary navigation ribbon on the left side of your screen.
  2. Click on Chat.
    1. Please note: If you are an Admin or a Manager, you must first navigate to the My Workspace module to access the chat interface.
  3. Click the blue plus (+) button to initiate a brand-new chat conversation.

How to Use Pre-Built Coaching Tools

If you want a more structured coaching experience, you can use pre-built Tools:

  1. From the Chat module, select Explore Tools to view your available collections (Toolkits).
  2. Choose a specific Tool (for example, a call planning or discovery preparation workflow).
  3. Selecting a Tool will automatically launch a dedicated chat where the AI guides you step-by-step through a structured methodology.

How to Upload Files and Use Voice Input

You can enrich your chat sessions by sharing documents or speaking directly to the AI:

  • To Upload Files: Drag and drop or select files to upload. Supported formats include PDF, DOCX, TXT, CSV, and images. Each file must be 5 MB or less.
  • To Use Voice Input: Click the microphone icon to speak your thoughts. Click the icon a second time to stop speaking, and the platform will automatically transcribe your voice into text.

How to Organize and Manage Your Chats

Keep your workspace clean by categorizing your conversations:

  • Create Folders: Group related chats together by account name, sales opportunity, or product topic.
  • Pin Chats: Mark important conversations so they stay anchored at the top of your chat list for quick access.
  • Manage Conversations: Click the three-dot menu next to any chat in your list to rename, pin, move, or permanently delete it.

How to Download Chats and Responses

You can export your interactions for offline review or to share with your manager:

  1. Locate the download control within the chat window.
  2. Select whether to download the entire chat history or just an individual AI response.
  3. Please note: Downloaded chats do not include attachments or resource files. High-value resources (such as PDFs, videos, or external links) must be downloaded separately from their respective cards in the chat.

Frequently Asked Questions (FAQs)

What is the difference between a Tool and a Resource in Chat?

  • Tools are interactive, chat-driven coaching experiences that guide you through structured sales workflows.
  • Resources are static, helpful materials (such as PDF guides, instructional videos, or web links) that the AI surfaces within its chat responses to support your learning.

Why is my file failing to upload in the chat?

If you receive an error when uploading a document, it is usually because the file exceeds the 5 MB limit or is saved in an unsupported format. Please verify that your file is a PDF, DOCX, TXT, CSV, or standard image file.

How do I make sure I am getting the best coaching results from Jenius?

To get the most out of your coaching sessions:

  • Treat Chat like a colleague: Use natural language instead of robotic keywords.
  • Provide deep context: Tell the AI who you are meeting with, what they sell, and what your goals are.
  • Clarify misunderstandings: If the AI goes off track, simply point out the mistake or add more context to redirect the conversation.

Where does Jenius get its coaching guidelines from?

The AI prioritizes your company's proprietary sales content and methodologies, which are uploaded by your administrators into the Teach Jenius module. It combines this organization-specific knowledge with proven sales practices to give you tailored, highly relevant coaching.