Open your call briefing
Each deal includes a Call Prep briefing designed to be read in a couple of minutes. It pulls the most useful context for your next conversation into one tidy page.
- Open the deal you are meeting about.
- Open its Call Prep briefing.
- Review the quick facts, talking points, and the people you will be speaking with.
- When you are ready, click Start Call to move straight into your conversation.
What is in your briefing
- Quick facts: the deal value, stage, and close date at a glance.
- Talking points: suggested topics that move the conversation forward.
- Participant intel: a snapshot of who is on the call and what matters to them.
- Things to watch: gentle prompts so nothing important slips by.
Tip
Glance at the talking points just before you dial in — they are tailored to where this specific deal stands today.
Make every conversation count
Because the briefing draws on everything Ultragent knows about the deal, your prep is always current. You spend less time hunting through notes and more time building the relationship that wins the deal.
Good to know
Open a fresh briefing before each call — it refreshes with the latest information every time.
Where do I find the briefing?
Open the deal and choose its Call Prep briefing. It is built and ready whenever you need it.
How long does it take to read?
Just a couple of minutes. The briefing is laid out as quick facts and short talking points so you can scan it right before you dial in.
Will it tell me who is on the call?
Yes. The participant intel section gives you a snapshot of the people you will be speaking with and what matters to each of them.
Are the talking points specific to this deal?
Yes. They reflect this deal's stage, value, and the people involved, so the prompts are relevant to your conversation.
Can I jump straight into the call?
Yes. The briefing includes a Start Call button so you can move from prep to conversation in one click.