Help Center
What is the purpose of the Method section and how can it be completed?
Short answer
This help center guide explains how to configure and update your "Method", which represents all structured information related to your sales process.
What is the Method section for?
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The more detail and precision you add in the Method tab, the more relevant Constellia's recommendations and answers will be.
This includes descriptions of:
- Your identity and positioning.
- Details of your offers and services.
- Your sales operations and organization.
- More precision on your personas and their specific needs.
- The tools, KPIs, and sales methods you use.
Access your Method
- Go to the "Method" menu in the admin portal.
- A table lists the different categories of your Method, each sub-menu corresponding to a specific category (solutions, sales cycle, personas, etc.).
Edit or add information to a category
- Click the sub-menu of the category you want to update, then chat with the AI to apply the needed changes.
- You can also click the "help me respond" button so the AI asks more precise questions to guide you in defining your Method.
Saving changes
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The goal of this section is to refine the quality of Constellia's answers and provide personalized recommendations.
- Changes are saved automatically. You do not need to validate changes manually. All information is updated immediately.
Frequently asked questions
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