Taking Actions

Types of Actions

Assigning Deals

Example: “Assign the Acme deal to Julia”

Response: “Assigned to Julia. Follow-up set for 10:00 AM tomorrow.”

Creating Tasks

Example: “Create a follow-up for the Siemens deal tomorrow at 2 PM”

Response: “Task created: Follow-up on Siemens deal - Tomorrow at 2:00 PM”

Sending Notifications

Example: “Notify Julia about the new Acme deal”

Response: “Notification sent to Julia on Slack.”

Updating Status

Example: “Move the Acme deal to negotiation stage”

Response: “Updated: Acme deal moved to Negotiation stage.”

Combining Actions

You can combine multiple actions in one request:

Example: “Assign the Acme deal to Julia and notify her manager”

Response: “Completed:

1. Assigned Acme deal to Julia
2. Notification sent to Manager”

Action Confirmations

Every action provides confirmation in the chat:

• Success: “Assigned to Julia. Follow-up set for 10:00 AM tomorrow.”
• Error: “Unable to assign deal: Julia is not available. Would you like to assign to someone else?”

Best Practices

Be Specific

Good:

• “Show me deals over $50K in the EMEA region that haven’t been updated in 7 days”
• “Assign the Acme deal ($150K) to Julia Martinez”

Less Effective:

• “Show me some deals”
• “Assign that deal”

Use Business Terminology

Worqlo understands:

• Pipeline, deals, reps, win rate
• Your organization’s specific terms
• Stage names, regions, products

Ask Follow-ups

Build on previous answers:

• “Show me more details about that deal”
• “Who owns those deals?”
• “Compare that to last month”
• “Now notify Julia about the assignment”
• “Create a follow-up task for that deal”

Verify Before Acting

For important actions, ask for details first:

• “Show me the Acme deal details before I assign it”
• “What’s the current status before I update it?”

Workflow Optimization

Start with Insights, Then Act

1. Ask questions to understand the situation
2. Review the insights in the chat
3. Take actions based on information

Review Conversation History

• Scroll up to see previous conversations
• Reference past insights and actions
• Build on previous discussions

Use Integrations

• Check the Integrations dropdown to see connected data sources
• Understand which systems Worqlo can access
• Ask questions about data from specific integrations

Example Conversations

Conversation 1: Pipeline Analysis

You: “What’s our current pipeline?”

Worqlo: “Your total pipeline is $2.4M across 45 deals. Breakdown by stage:

• Discovery: $800K (12 deals)
• Negotiation: $1.2M (18 deals)
• Proposal: $400K (15 deals)”

You: “Show me the deals in negotiation”

Worqlo: [Returns list of deals in negotiation stage]

Conversation 2: Taking Action on At-Risk Deals

You: “Show me deals at risk”

Worqlo: “Found 5 deals that may be at risk:

1. Acme Corp - $150K - No activity in 14 days
2. TechStart Inc - $80K - Stage unchanged for 21 days …”

You: “Assign the first one to Julia”

Worqlo: “Assigned Acme Corp deal ($150K) to Julia Martinez. Follow-up set for tomorrow at 10:00 AM.”

Security

• Understand your permissions
• Verify before taking important actions
• All actions are logged in audit trails

Getting Help

Ask Worqlo for assistance:

• “How do I ask about pipeline?”
• “What questions can I ask?”
• “Show me examples of actions”