Asking Your Agent Questions

Pingd understands natural language — ask questions the way you'd ask a colleague. No special syntax, no query language, just plain English.

Getting Started

Open a DM with your Pingd agent in Slack, or mention @Pingd in a channel. Just type your question:

• "What's my pipeline looking like?"
• "Show me deals closing this month"
• "How's the Acme Corp opportunity going?"

Query Examples by Category

Pipeline & Forecast

• "What's my total pipeline value for Q2?"
• "How many deals are in the Proposal stage?"
• "What's my weighted pipeline?"
• "Compare my pipeline to last quarter"
• "Which deals moved stages this week?"

Account Intelligence

• "Give me a summary of Acme Corp"
• "Who are the key contacts at Globex?"
• "When was the last time we spoke with Widget Inc?"
• "Which accounts have gone quiet?"

Deal Management

• "Which deals are at risk of slipping?"
• "Show me my largest opportunities by value"
• "What deals have been stuck in Discovery for more than 30 days?"
• "List deals with no next steps scheduled"

Performance & Metrics

• "What's my win rate this quarter?"
• "How many deals have I closed this year?"
• "What's my average deal size?"
• "How does my activity compare to last month?"

Prospecting

• "Which accounts should I prioritize this week?"
• "Are there any accounts showing buying signals?"
• "Who in my territory hasn't been contacted in 60 days?"

External Data Sources

With external connectors connected, you can query data from multiple systems:

Snowflake Data Warehouse:

• "Show me accounts from our Snowflake accounts table with ARR over $500K"
• "Compare this quarter's pipeline with our warehouse forecast data"
• "What's the average deal cycle for accounts in the enterprise segment based on our historical data?"

S3 Data Files:

• "Analyze the monthly sales report from our S3 exports"
• "Show me the latest product usage data from S3 for my accounts"
• "Compare account health scores from our S3 analytics files"

Cross-System Queries:

• "Take the account list from Snowflake and show me their Salesforce opportunities"
• "Find accounts with high usage scores in S3 but low pipeline value in Salesforce"
• "Match our Snowflake customer success data with Salesforce renewal opportunities"

These queries seamlessly combine data from multiple sources using your configured column mappings and connection settings.

Tips for Better Queries

Be Specific with Time

❌ "Show me recent deals" ✅ "Show me deals created in the last 30 days"

Name Your Filters

❌ "Show me big deals" ✅ "Show me deals over $100K in the Enterprise segment"

Ask Follow-ups

Your agent remembers context within a conversation:

1. "Show me deals closing this month"
2. "Which of those are at risk?"
3. "Draft a follow-up email for the Acme one"

Each question builds on the last — no need to repeat context.

Ask for Comparisons

• "How does this quarter compare to last quarter?"
• "Is my pipeline healthier than it was last month?"
• "Who on the team has the most at-risk deals?"

Pro Tip: Don't be afraid to ask complex, multi-part questions. The agent is designed to handle them: "What are my top 5 deals by value, which ones have had no activity in the last 2 weeks, and can you draft a check-in email for each?"

What Works Less Well

While Pingd is powerful, it has limitations:

• Future predictions with certainty — "Will I hit quota?" gets an informed estimate, not a guarantee
• Data that isn't synced — If it's not in your CRM, the agent can't see it
• Non-sales questions — Pingd is focused on sales; general knowledge questions may get basic answers
• Real-time external data — Stock prices, breaking news, etc. aren't available

Conversation History

Your agent remembers your conversation history within a session. For important insights, save them:

• "Save this as a note on the Acme account"
• "Remind me about this before my next QBR"

See also: Agent Skills · Writing Custom Instructions · Insights & Alerts