Skip to main content

Scout AI

Everything you need to know about SalesScreen's new AI Copilot, Scout.

Brittney Moseley avatar
Written by Brittney Moseley
Updated today

Overview

Scout is your AI co-pilot inside SalesScreen, designed to help you work faster and smarter. Whether you're launching competitions, giving kudos, or exploring team performance—Scout is your shortcut to getting it done.

How to Use It

How to Interact with Scout

  • You can access Scout through the SalesScreen navigation menu on the left hand side of your platform interface (UI placement may vary as the feature evolves).

  • Start by typing a question or command, such as:

    • "Create a competition for this month based on last month's top performers."

    • "Summarize Team Alpha’s performance this week."

    • "Create an endorsement for Taylor based on Q1 results."

For more Best Practices, including prompt examples to ask Scout, click here!

Actions Scout Can Perform

  • Create Competitions

    • Supports Standard and Lottery types

    • Can balance custom teams based on past performance

    • Can suggest goals based on previous results

    • Can replicate past competitions or launch org-wide ones by team

  • Create Endorsements

    • Drafts messages based on user activity

  • Create Dashboards & Widgets

    • Uses metric and target data to build performance views

  • Post Feed Messages

    • Summarizes trends, celebrates wins, or provides updates

Why to Use It

  • Faster Setup: Let Scout build competitions or dashboards without endless clicking.

  • Smarter Recognition: Get help crafting endorsements that are timely and relevant.

  • Actionable Insights: Use Scout to ask about results, trends, and key metrics instantly.

  • Scales with You: Whether you're creating one competition or 50, Scout can handle it.

When to Use It

  • Beginning of a New Month: Ask Scout to summarize last month or create fresh competitions.

  • During Team Meetings: Quickly pull performance updates to share.

  • After a Big Win: Use Scout to post a recognition or endorsement.

  • For Planning: Build goal-driven competitions with auto-set targets and balanced teams.

Tip: Think of Scout like a helpful guide who knows all the data and can execute your ideas at warp speed.

FAQs

What data does Scout use?

Scout has access to user, team, and department info, all metrics (especially key ones), and your full performance history.

Can I still use the regular UI?

Absolutely. Scout is here to enhance—not replace—your workflow.

Are there limits to what Scout can do?

Scout supports specific competition types and actions, and it's continually evolving. Check back regularly for new capabilities.

Did this answer your question?