What Can You Do With Pitchly's AI Assist

Posted by: Jylian Ibsen

In the modern digital landscape, every SaaS company is somewhere in the process of implementing AI. Its near-endless adaptability has made it an industry staple, even for those not considered “AI platforms”.

At Pitchly, we’re taking our suite of content generation tools a step further by introducing a new AI Assist app to our latest version. It’s a powerful tool that gives clients more advanced data manipulation and time-saving content generation capabilities.

In this article, we'll delve into what Pitchly's AI Assist can do and explore some of our favorite client use cases (thus far).


What is Pitchly's AI Assist?

At its core, Pitchly's aim is to save clients time and effort by quickly generating content with integrated data and APIs.

Adding generative AI was an organic next step that allowed us to supercharge the platform's existing capabilities.

Pitchly's AI Assist empowers users to further increase the efficiency of previously manual tasks and data entry, create and add supplemental data seamlessly, and take advantage of generative AI to streamline routine content generation.

AI Assist uses ChatGPT as its engine, which crucially maintains your data's security and integrity. Pitchly adheres to SOC 2 Type 2 standards, guaranteeing a safe and secure environment for AI interaction.

Your data is never used to continue training the ChatGPT model, and none of your entered prompts or the data they generate are stored or saved, making it an ideal choice for handling sensitive and confidential client information.



My Favorite Use Cases

1. Generate Supplemental Data for Your Client List

Let’s say you have a list of client names and industries pulled from your billing system and want to enhance it with additional data, such as revenue and employee count.

With Pitchly's AI Assist, you can generate these data points effortlessly, allowing you to search and segment your data more thoroughly. This means you can present only the most relevant, data-driven content to potential clients, tailored precisely to their needs.



For instance, let’s say you want to pull a set of healthcare organizations listed by number of employees. Each client’s needs will vary based on their size, so you’ll need different messaging and statistics to pitch each one.

With AI Assist, you can readily pull all the employee counts into your list, without the hassle of having to hunt for the information across your existing systems, or the internet, one by one. This goes for other common data like revenue, deal size and much more.


2. Generate Marketing Descriptions to Showcase Experience

Crafting marketing descriptions for your firm's deal experiences can be a time-consuming endeavor. With AI Assist, you can streamline this busywork into a single step.

Whether you want to highlight your firms’ role in an acquisition or showcase a successful project, AI Assist quickly populates multiple deal descriptions, potentially saving hundreds of hours generating simple marketing materials.



This not only saves time but also ensures that your marketing content is consistently high-quality and professional, even at large scales.


3. Transforming Data for Branding, Compliance, and Reach

Pitchly's AI Assist does more than generate data; it also allows you to easily control the look, feel, and even language of your content creation.



You can standardize how your data appears across teams, ensuring it’s always consistent and adheres to brand guidelines. You can use common spreadsheet formulas, like concatenate, to combine data together and standardize it without the need to export and import each time. All of these tasks are done directly in one system so your content creation is faster.

For example, you can set the format of all text to uppercase or sentence-case and update them globally as needed, ensuring consistent quality in your communications’ formatting and presentation.

Speaking of a global audience, the AI Assist can quickly translate data into other languages, helping you expand your reach and connect with a diverse clientele with the same ease.


Excited About AI? Let’s Chat

This is just the beginning of what a modern AI assistant is capable of. If you're intrigued by the potential of Pitchly's AI Assist and have questions or want to explore how it can supercharge your data workflows, don't hesitate to reach out.

Feel free to reach out to me at jylian.ibsen@pitchly.com with any questions. I'm here to help you harness the full power of AI to drive success at your firm.


About Jylian*

*For fun, this bio was generated with the help of ChatGPT.

With over fifteen years of professional experience, Jylian presents a diverse background encompassing roles from Technical Support to Solutions Consulting. Her journey has traversed the dynamic fields of Event Technology, Customer Intelligence, and Data Enablement, positioning her as a seasoned solutions expert. Her extensive industry knowledge covers a wide spectrum, including Integrations, Event Logistics, CRM Setup and Administration, as well as AI and its applications in marketing. Known for her passion and commitment to driving success, she consistently exceeds expectations in all her endeavors.