PromptLab Documentation

PromptLab is the AI sales platform for manufacturers — combining prospecting, deal management, call intelligence, quoting, and reporting in one place.

Set up PromptLab in six steps — connect your tools, invite your team, configure your pipeline, and send your first quote in under an hour.

Connect PromptLab to your email, calendar, messaging, productivity, and ERP tools to capture every customer interaction automatically.

Use AI to filter companies by industry, revenue, and location, surface high-value accounts, and identify the right contacts to pursue.

Manage accounts, opportunities, tasks, and pipeline health in one place — with AI-driven updates that eliminate manual data entry.

Automatically capture, summarize, and extract commitments from every sales call so your team can act on conversations immediately.

Create margin-first quotes in minutes, track read receipts, manage sample accountability, and convert quotes to sales orders without leaving PromptLab.

Build custom reports on pipeline activity, win/loss outcomes, and stage-by-stage deal drop-off to make decisions backed by real customer data.

PromptLab's three AI agents surface deal risks, draft follow-ups, and forecast revenue automatically. Available on Business and Enterprise plans.

Deal Scout flags stalling and at-risk deals in your pipeline automatically so your team can take action before opportunities go cold.

The Follow-Up Agent drafts personalized follow-up emails and creates action-item tasks after every meeting — review, edit, and send in seconds.

The Forecast Agent assigns confidence scores to every open deal and projects quarterly revenue based on pipeline signals and historical win rates.

Learn how to sign up for PromptLab, connect your communication tools, and invite your team to start capturing deals automatically.

CRM Autofill keeps your deal and contact records accurate by populating fields automatically from emails, calls, and meetings — no manual entry needed.

Learn how to authenticate with the PromptLab API, set up webhooks to receive real-time deal events, and verify incoming payloads securely.

Compare PromptLab's Pro, Business, and Enterprise plans to find the right fit for your sales team. All plans include a 14-day free trial.

Learn how PromptLab protects your sales data with SOC 2, GDPR, and CASA certifications, plus enterprise-grade SSO and advanced security controls.