What Ergo helps AEs do
- Start the day with the deals and follow-ups that need attention instead of manually checking every record.
- Ask deal-specific questions, such as what happened recently, what the next best action is, which context is missing, or how to handle a risk in the pipeline.
- Generate reviewable follow-up drafts from deal, meeting, email, and CRM context, including bulk drafts for selected deals such as weekly follow-up passes, stale-deal outreach, or user-selected closed-lost review lists.
- Use Ergo to help with deal work such as follow-up, pipeline review, proposal drafts, ROI analysis, or supporting documents when the relevant workflow is enabled.
- Write back mapped CRM changes when the right integrations, permissions, automations, and approvals are configured, instead of filling out every field manually.
Setup and workflows
Setup first
Workflows to use day to day
- Dashboard and upcoming meetings
- Add the bot to a live or ad hoc meeting
- Chat with Ergo
- Using deal and meeting context
- Follow-ups panel
- Reminders and follow-up view
- Bulk email drafts
- Go Mode and bulk sending
- Drafts inbox
- Review/edit AI drafts
- Draft email logic: when drafts are created and how to dismiss
- Deals board overview
- Deal detail
- Generated documents
- Link documents to deals
Common issues
- Notetaker did not join
- Transcript or recording missing
- Why some meetings do not generate insights or drafts
- Draft send failures
- Duplicate drafts from multiple notetakers
- CRM sync issues