Compass helps manage and enhance the sales and post-sales process through AI-driven tools and features. This includes gathering important information from automatically sync'd calls; using AI to populate the deal with external research on the account, and providing helpful information to manage your active deals and accounts.
Here's a deeper look into its components and benefits:
Key Features of Compass
Compass Inputs
Compass Inputs
Letter relies on a variety of sources to provide a valuable view of your pipeline.
Salesforce Data: The following Salesforce data is fetched and stored in Letter and synced every 3 hours.
Opportunity Records: Id, Name, Amount, Description, StageName, CreatedDate, LastModifiedDate, LastActivityDate, AccountId, Account.Name, Account.Industry, Account.NumberOfEmployees, Owner.Name, Owner.Email, IsClosed, IsWon, OpportunityLineItems (Products).
Salesforce Contact Records: Contact.Name, Contact.Email, Contact.Phone, Contact.Title, Role, IsPrimary.
If there are fields missing from this list, reach out to your CSM to customize the integration.
Salesforce Emails: Salesforce emails are synced in real time. Fetched for insights (not stored): Contact.Name, Contact.Email, Contact.Phone, Contact.Title, Role, IsPrimary, EmailMessage fields (Subject, TextBody, HtmlBody, FromAddress, ToAddress, FromName, MessageDate, Status, Incoming).
Gong: When Gong is connected, Letter automatically syncs all calls associated with the opportunity ID to the corresponding Deal record in real time. These calls are used to power recommended actions.
Access Controls for Deals
Access Controls for Deals
Users can only view their own deals, while Owners and Admins have visibility into all deals. During import, only deals that align with these permission rules are shown, and only active opportunities are imported, excluding deals marked as Closed-Won or Closed-Lost.
Users can manually remove deals from Letter by clicking on the edit icon from the Deal page.
Deal Close Probability
Deal Close Probability
Letter automatically calculates and displays a deal close probability for each active opportunity, helping users quickly assess the likelihood of a deal closing. The probability is shown across the pipeline view and deal details, using clear ranges and labels to make it easy to prioritize deals and focus on opportunities with the highest chance of success.
Compass Home Page: Pipeline
Compass Home Page: Pipeline
Pipeline
Letter automatically displays all active deals in a pipeline view. Users can search and filter the entire homepage to see the deals they are looking for.
Each deal is summarized in a deal card that includes the opportunity name, associated account, last action date (most recent email or call), and a suggested next action date based on Letter’s recommendations. The opportunity owner is identified by initials in the top-right corner, along with an icon indicating the recommended next action type.
Compass Home Page: Recommended Actions
Compass Home Page: Recommended Actions
Recommended Actions are automatically generated at the deal level as soon as opportunities are imported into Letter. When a deal is created, Letter analyzes available Salesforce data and external signals (such as news) to pre-populate insights and suggested actions. As additional data becomes available, such as uploaded video calls or synced Salesforce emails, Letter re-runs its analysis to generate new or updated actions.
Recommended actions appear in a Recommended Actions table on the Compass home page, where users can view, sort, filter, complete, or delete actions tied to specific accounts and opportunities.
Actions are continuously ranked and re-ranked based on priority signals including opportunity close date, deal size, stage, identified risks from call insights, and recent or upcoming activity, ensuring the most urgent and impactful actions surface first.
Action types:
AI Coaching: Letter to automatically create a custom, deal-specific AI Coaching (AIC) practice session scoped to a single deal, with automatic setup based on deal and contact data. The session is AI-generated end to end—from scenario and personas to evaluation criteria—using Salesforce deal context, contact information, and deal sentiment, and is accessible directly from the Compass for that opportunity.
Email: Letter generates a draft email with relevant attachments for the user to review, edit, and send.
Schedule Meeting: Letter recommends scheduling a meeting and provides a pre-drafted email to help coordinate the meeting.
Recommended Content or Learning: Letter suggests relevant learning or content for the user to review in preparation for an upcoming or suggested call.
Deal Page: Overview
Deal Page: Overview
Based on calls with the account, the AI provides:
Customer overview: Helps explain background context of the prospect/customer and what's important to them when engaging with your solution.
Your Action Center: Based on what was discussed in calls, the action center provides next steps for the account owner to take to keep the deal progressing and/or engagement with the account healthy.
Deal Sentiment: The AI will also provide a snapshot of client tone, engagement level, and perceived likelihood of closing based on recent interactions.
Common Topics from Calls: To help summarize common themes showing up across multiple calls, the AI will present key themes emerging from recent conversations, backed by real quotes from customer calls.
Deal Page: External Research
Deal Page: External Research
Each deal will be attached to a specific account. The AI will execute external research on that company, and provide it in the Compass.
This includes:
Company Background: General background information on the company
Financial Highlights
Key Stakeholders
Market Analysis
Key Findings
Recent development / news
Deal Page: Shared Assets
Deal Page: Shared Assets
Shared Assets tab centralizes all content share links and AI Sales Rooms associated with a specific opportunity. It provides a table and visual insights to track engagement, showing views over time, top-performing content, and the most active viewers, while enabling quick access to analytics and the ability to create or import Sales Rooms directly from the deal context.
Deal Page: Additional Tools
Deal Page: Additional Tools
Upload content directly to Compass, from the Content Library or from an integration.
Upload meetings from Zoom or Gong. You will also see automatically sync'd calls here.
Benefits of Compass
Benefits of Compass
Accelerated Sales Cycle: By centralizing all necessary deal information and integrating AI support, the process of closing deals becomes faster and more efficient.
Informed Decision-Making: With robust call analyses, sales teams can gain valuable insights into buyer behaviors and preferences, which can inform future strategies and ensure a more tailored approach to each deal.
Overall, Compass serves as a powerful tool within the Letter AI platform to drive efficiencies, enhance customer engagement, and ultimately improve sales and post sales success rates.