How Pingd's AI Agent Works

Pingd isn't a chatbot. It's an AI agent — an autonomous digital teammate that understands your sales data, learns your preferences, and proactively helps you sell better.

What Makes an Agent Different from a Chatbot?

Chatbots React. Agents Act.

A chatbot waits for you to ask a question, searches a knowledge base, and returns a canned answer. That's it.

Pingd's agent:

• Understands context — It knows your pipeline, your accounts, your deal history
• Plans multi-step actions — "Prep me for my Acme call" triggers account lookup, recent activity review, competitive intel gathering, and talking point generation
• Learns your preferences — Over time, it adapts to how you like information presented
• Works proactively — It can alert you to deal risks, engagement drops, and opportunities without being asked

The Agentic Architecture

Under the hood, Pingd's agent operates with a sophisticated architecture:

1. Perception — Understanding what you're asking, including context from your conversation history
2. Planning — Breaking complex requests into steps (e.g., "compare my Q1 vs Q2 pipeline" requires multiple data queries)
3. Execution — Running each step using available tools (CRM queries, data analysis, insight generation)
4. Synthesis — Combining results into a clear, actionable response
5. Memory — Remembering what you've discussed for future context

What Your Agent Knows

Your Pingd agent has access to:

• Your connected data sources — Data from Snowflake, S3, Salesforce, Redshift, PostgreSQL, and other external connectors, all filtered by your data access policies
• Your conversation history — What you've asked before and what it's learned about your preferences
• Your organization's configuration — Custom definitions, terminology, business rules
• General sales knowledge — Best practices, frameworks, competitive intelligence approaches

The agent queries data through secure external connectors rather than storing customer data locally. Each user sees only the data they're authorized to access, filtered by Pingd's policy engine in real-time.

What Your Agent Can Do

Query & Analyze

• Pull pipeline data and generate summaries
• Compare performance across time periods
• Identify trends and anomalies in your data

Prepare & Brief

• Generate meeting prep with account context
• Create call talking points based on recent activity
• Summarize account history before renewals

Monitor & Alert

• Watch for deal risk signals (stalled deals, disengaged contacts)
• Track competitive mentions and threats
• Notify you of important changes in your pipeline

Generate & Recommend

• Draft follow-up email templates
• Suggest next best actions for deals
• Recommend accounts to prioritize

For a complete list, see Agent Skills & Capabilities.

Per-User Personalization

Every person on your team gets their own agent configuration:

• Personality — Professional, casual, direct, or friendly tone
• Custom instructions — Specific preferences for how information is presented
• Data scope — What data they can access based on policies
• Skills — Which capabilities are enabled for them

This means your AE gets a different experience than your SDR, which is different from your VP — all powered by the same agent, customized per person.

Privacy & Security

• Your agent only accesses data you're authorized to see
• Conversations are private to each user (not shared with colleagues)
• All data is encrypted in transit and at rest
• No customer data is used to train AI models

For details, see Security & Compliance.

How It Learns

Pingd's agent gets better over time through:

1. Memory — It remembers your preferences, common queries, and how you like responses formatted
2. Organization-wide learning — Common terminology and definitions improve responses for everyone
3. Feedback loops — When you correct or refine the agent's responses, it adapts

Your agent starts useful on day one and becomes indispensable within weeks.

See also: Configuring Your Agent · Agent Skills · Asking Your Agent Questions