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Scout AI

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

Brittney Moseley avatar
Written by Brittney Moseley
Updated this week

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."

Actions Scout Can Perform

  • Create Competitions, Battles and Missions

    • 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

Data Security Questions

Q. Is Scout compliant with regulations, and is the data sent to OpenAI or any third parties?

No, Scout is fully compliant with all relevant regulatory frameworks, including GDPR. There are no changes to your existing Data Processing Agreement (DPA) required to use this feature.

If a customer has any questions or would like to speak directly with our team about compliance or how the AI feature works, we’re happy to set up a conversation with one of our product or compliance leads.



User Insights

Q. Where can I find it?

Insights are available on the player profile page (currently only on) web under the “Insights” tab.

Q. What does it do?

This highlights how end users are performing on a weekly basis, based on their key metrics and any goals or targets they’ve set. It also informs them how they are performing amongst their team, and where they stand against the team average. This does not discuss any data for another user.

Q. How can I change what metrics it is comparing users on?

As previously mentioned, the insights pull data on the key metrics set for the team that person is in. Therefore, you can change what Key Metrics are important to a team by changing them in the Organisation, which will in turn change what metrics are being evaluated for each person.

Q. Who has access to Insight?

Normal users:

  • A user will be able to see their own insight as long as this feature is enabled

Admins/Managers:

  • Will be able to see their own insight as long as this feature is enabled

  • As an admin/manager of a user, you will be able to access the insights for users in the team(s) you manage.

Q. How does it work?

We run a series of scheduled functions on a weekly, monthly, and quarterly basis. These functions analyse the most recent period of user data to generate performance summaries and comparisons against the previous period. The weekly summary is generated at the start of the week as defined by the company, reflecting on the prior week. Monthly reports are produced at the end of each month, while quarterly summaries are created at the end of each quarter.

Q. Why is there no Insight generated?

When you turn on Insights the system will not create insight for previous periods, but it will start creating them moving forward when the criteria defined below are met. To give an example, the weekly performance update runs at the start of the week (the day depends on the “start of week” configuration for the account), so for most companies this is Monday.

We are currently working on a solution to report insights retrospectively, so a user can view the most recent insight they could have received.

Q. What does the ‘new’ button do in the super admin view on the insights page?

This button it only visible from the super admin view and what initially implemented by engineering for testing purposes, so they can quickly update the insights for a user to see how new prompts work. Therefore, there shouldn’t be a need for CS to use this button.


Team Insights

Q. Where can I find it?

Insights are available on the Team Profile page (currently only on) web under the “Insights” tab.

Q. What does it do?

This highlights how a team is performing on a weekly/monthly/quarterly basis, based on the teams key metrics and any targets they have set at a team level. It also informs managers/admins how any activity e.g. competitions taken place in the most recent period has leveraged any effect on their metrics. It can highlight key performers who have stood out, as well as individuals that may need some extra support.

Q. How can I change what metrics it is comparing users on?

As mentioned above, the insights pull data on the key metrics set for the team in question. Therefore, if you wish to have insights generated you can change what Key Metrics are important to a team by changing them in the Organization, which will in turn change what metrics are being evaluated.

Q. Who has access to the Team Insights?

Normal users

  • Normal users will not be able to view the insights at a tam level.

Admins/Managers

  • As an admin/manager of a team, you will be able to access the insights for the team you manage.

Q. How does it work?

Same as that for User Insights.


Endorsement summarizer

Q. What is this and when does it run?

This function provides a summary of the endorsements you have received in the last 3 months. The function runs on a quarterly basis.

Criteria:

  • Requirements are that the user has at least 3 endorsements received in the last 3 months


Scout AI Chat

Q. What is Scout AI Chat?

Scout is an AI system that can assist you with tasks on a day-to-day basis. You can chat to it like an assistant and it will support you in either returning useful information, or setting up events that you have requested.

Q. Where can I use Scout?

Scout must be activated in your account and part of your plan. Once it is enabled, you can access Scout AI Chat from the global menu on the left side of the platform.

Q. Who can use Scout?

As of right now, the following roles have access to Scout AI Chat and will be able to use it for various functions, while still being limited to perform certain tasks that are confined to their roles.

  • Account Owner

  • Executive Admin

  • Company Admin

  • Company Manager

  • Department Managers

  • Team Managers

Q. Does Scout replace existing analytics tools or dashboards?

No, it enhances them by providing conversational summaries and analysis from the same data sources.

Q. How accurate are the responses provided by Scout?

Insights are generated from your real-time data, using trained prompts to ensure relevance, but users should validate important decisions with deeper data review when necessary.

Q. Can Scout interpret historical data or forecast future trends?

Yes, it can summarize past performance and provide simple trend-based forecasts or observations based on available historical patterns.

Q. What should I do if Scout Chat is not working correctly?

Contact our support team if you experiencing ongoing issues with Scout, or if it is responding with inaccurate information.

Q. What information does Scout have access to?

Scout has access to the following data:

  • Users, teams and departments

    • This can be used in a variety of ways, but here are some examples:

      • List the users in my team

      • How are team x performing

  • Metric data

    • It has access to all the metrics in the account as well as the key metrics

    • By utilizing the metrics you can ask about results for a given period for users, teams, etc.

    • To give a couple of examples

      • What are the 3 most used metrics

      • What are my key metrics

      • What is the result for metric x for this week

  • Target information

    • Scout has access to pull information about targets based on metrics that you ask about

    • Target information can be provided on all levels in the hierarchy

Q. What actions can Scout take?

Scout has the possibility to create the following:

  • Competitions

    • Limitations

      • Competition types supported

        • Standard

        • Lottery

      • Points

        • Currently, it only supports selecting one metric and you should rather use the UI to define the point system if that is what you need.

    • Advantages VS manually creating competitions

      • Speed

        • You can get it to create a competition very quickly. You can also ask it to create a copy of a competition you have run in the past

      • Organizing custom teams

        • Instead of manually creating custom teams, since Scout has access to performance data you can ask it to create balanced teams based on previous results

          • Example: Create four custom teams and divide all users fairly based on last month's performance on metric x. Try to have each custom team's total score balanced with the rest.

      • Setting goals

        • Since Scout has access to performance data you can ask it to set the goal in the competition based on previous results.

      • Multiple competitions

        • You can get it to create one competition for each team in the organization all in one go.

  • Endorsements

    • You can ask Scout to draft and create an endorsement for you. Since it has access to performance data you can ask it to utilize this information and summarize what the user has done.

  • Battles

    • You can ask Scout to create a battle between two users. Again, you must have the permissions to do this within your role, as Scout will not be able to support the creation of events that are out of the permissions of ones role.

  • Missions

    • You can ask Scout to create a mission for a user(s) based on numerous metrics/achievements etc.

  • Dashboards

    • You can ask it to create dashboards and widgets based on metrics.

  • Feed messages

    • Scout can post messages to the feed. Similar to endorsements, since it has access to performance data you can ask it to summarize how the week is going, etc.

Q. Why is Scout not responding to me?

When having a conversation with Scout, you can sometimes reach the maximum number of questions allowed to be asked within a given period. When this happens, Scout will not respond to your question. It is advised to wait 1 minute and then ask it again as this will reset the previous usage.

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