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Scout AI Best Practices

Handy tips and tricks for getting the most out of Scout!

Brittney Moseley avatar
Written by Brittney Moseley
Updated this week

Scout AI isn’t just another chatbot. It’s your always-on, data-driven performance partner, ready to help you make faster decisions, set up engaging gamification strategies, and save time on admin work. Whether you’re a sales manager building a competition or a rep tracking progress, Scout helps you act faster, smarter, and with more intention.

Here’s how to get the most from your new AI guide.👇


When’s the Best Time to Use Scout?

Scout shines when you need fast answers, fresh ideas, or deeper insights on performance. Think of it as your first stop for:

  • Planning a new competition
    Ask Scout what competitions motivate your team or how to align a challenge with your goals.

  • Reviewing performance trends
    Curious who’s slipping, who’s surging, or which metric needs love? Scout gives quick insights so you can coach before it’s too late.

  • Setting goals or targets
    Need help calibrating individual goals or finding a realistic stretch target for the team? Scout uses data trends to guide you.

  • Unlocking ideas for recognition or rewards
    Want creative ways to reward soft skills or boost NPS? Ask Scout for suggestions tailored to your team’s activity.

Pro Tip: Pair Scout With Your Workflow

Scout isn’t a replacement for your intuition, it’s here to supercharge it. The best results come when you:

  • Use it as your starting point for planning or prepping for 1:1s

  • Let it guide campaign ideas, then layer in your personal team insights

  • Ask follow-up questions, Scout can handle context from previous chats

Use it during your weekly planning, before team meetings, or when you feel stuck deciding how to motivate your team next.


Using Scout to Power Gamification

Scout isn’t just here to observe, it’s here to fuel engagement.

Here’s how to apply Scout in your gamification strategy:

  • Create competitions tailored to team behavior.
    Ask: “What type of competition would work best for my team’s current performance?” or “Which reps would benefit from a team vs. individual challenge?”

  • Identify unrecognized effort.
    Scout can surface unsung heroes: “Who is doing a high volume of calls but hasn’t received an achievement?”

  • Motivate the middle.
    Ask for suggestions on how to engage your B-players, those reps who aren't topping leaderboards but still hold high potential.


How to Ask Scout: Prompting Tips for Better Results

Scout is smart, but it works best when you guide it clearly. Here’s how to make the most of every prompt:

✅ Do:

  • Be specific about your goal
    → “I want to run a 2-week competition to drive more meetings. What format works best?”

  • Include timeframes and metrics
    → “Show me who’s trending down in call activity over the past 30 days.”

  • Ask for recommendations, not just data
    → “What’s a creative way to reward follow-up tasks using achievements or coins?”

  • Think in actions
    → “Help me set up a campaign that encourages pipeline building this quarter.”

❌ Avoid:

  • Vague requests
    (“What’s going on with my team?” → Try: “Which reps haven’t hit their weekly meeting targets?”)

  • One-word inputs
    (“Emails” → Try: “Which reps had the highest email-to-response ratio last week?”)

Sample Prompts to Try

Here are a few to get you started:

  • "Can you create a copy of our most recent competition for [desired date]"

  • "Are we on track to hit our targets for the current period?"

  • "Can you create a competition for the [desired metric] with custom teams of 2 that pair the lowest achievers of last week with the highest achievers of last week?"

  • "Can you suggest some ideas for new achievements based on activities that have active targets right now?"

  • “Which reps are closest to hitting their monthly targets?”

  • “Give me 3 competition ideas to boost NPS score this month.”

  • “Suggest some coin rewards for non-sales activities like knowledge sharing.”

  • “Who improved the most week over week in activity?”

  • “Which of my reps haven’t received any recognition this quarter?”


Final Thought: It’s Time to Scout Smarter

Scout AI is here to take the guesswork out of coaching, performance strategy, and engagement. The more you use it, the more personalized and helpful it becomes.

So go ahead, ask away. Whether you need answers, ideas, or inspiration, Scout’s got your back.

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