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Best Practices Guide: AI Global Chat

Demodesk’s Global AI Chat offers an AI-powered X-Ray view of all your recorded meetings

Raj Kumar Lohana avatar
Written by Raj Kumar Lohana
Updated over a month ago

Global AI Chat is your AI-powered X-ray view into all Demodesk-recorded meetings. It brings together transcripts and CRM context into a single interface where you can ask questions, generate summaries, uncover patterns, and even visualize trends.

This guide helps you understand what’s possible, then gives you ready-to-use prompts based on your role.


What Can You Do with Global AI Chat?

With access to all transcripts and CRM fields, you can ask the AI things like:

  • “Which objections were raised in our closed-lost deals last month?”

  • “Compare speaking time between AEs and prospects in QBRs.”

  • “Show filler word trends across the CS team. Who improved?”

  • “Summarize all mentions of pricing in our Sales calls.”

  • “Which deals had no clear next steps documented?”

You’ll also get:

  • Deep Search across transcripts and CRM

  • Automatic charts for numerical insights

  • Threaded summaries across recurring meetings

  • Smart suggestions grounded in call content, not guesswork


Admins

Admins can use Global AI Chat to analyze performance and trends across the org. Think enablement, coaching, feedback loops, not just CRM hygiene.


1. Identify Top Feedback Topics

Prompt:

Summarize recurring product feedback mentioned by customers across all Sales and CS meetings in September.

2. Extract Filler Word Insights by Team

Prompt:

Compare filler word usage across Sales and Success teams. Highlight top 3 speakers per team and improvement over time.

3. Chart Weekly Meeting Volume

Prompt:

How many meetings were recorded per team last week? Group by department and visualize in a bar chart.

4. Enablement Content from Objection Handling

Prompt:

Find coaching moments where reps misunderstood objections. Extract quotes and add timestamps.

Managers

Managers can uncover what top reps do differently, ensure consistent workflows, and turn AI into a team coach.

1. Deal Risk Signals

Prompt:

Find meetings where next steps or stakeholder names were not mentioned clearly.

2. Winning Pattern Analysis

Prompt:

Compare closed-won and closed-lost deals from Q3. What behaviors or topics were different in the winning ones?

3. Rep Coaching Opportunities

Prompt:

List reps with the highest filler word usage or lowest prospect talk ratio last month. Add meeting examples.

4. Personalize AI Coaching

Prompt:

Create a feedback message for a rep who didn’t summarize the agenda at the start of 3 recent calls.

Users

Reps can get fast insights from their own meetings, prep better, and improve performance on their own terms.


1. Objection Review

Prompt:

Show all objections raised in my meetings last week. Add timestamp ranges.

2. Self-Coaching Insights

Prompt:

What filler words did I use in this meeting? Suggest 2 ways I can improve next time.

3. Meeting Prep Summary

Prompt:

Summarize what was discussed in the last 3 calls with this customer, including challenges and open questions.

Tips for Better Prompts/Messages

  • Be specific about what you want: timeframes, fields, speaker roles.

  • Use clear intent verbs: “Compare,” “List,” “Summarize,” “Visualize,” etc.

  • Ask for charts when analyzing numeric trends (e.g. “Show in bar chart”).


Explore Other Coaching & AI Modules

Looking to get more out of Demodesk’s Coaching & AI seat? Explore our other best practice guides:

AI Scorecards

AI CRM Concierge

AI Reports

AI Chat

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