Palby Sales Tracker

AI for your 1:1s

Ask who needs you this week, and get names.

An AI chat that reads your team's numbers. Ask who has gone quiet, or have it prep your next 1:1 with one thing to open with and two questions to ask.

Book a walkthrough See a sample week

30 minutes. You choose the day and the time.

The AI chat on a Tuesday, with made-up names
You askIt answers
Who needs attention this week?Wei Ling has logged nothing since Friday. Daniel's calls are up, but his meetings are flat.
Prep me for a 1:1 with DanielOpen with: his calls are up 20% and meetings haven't moved. Ask: what happens after the first call? Ask: who's stuck at the second one?
4 questions
ready to tap when you open the chat
150 words
or fewer for each 1:1 prep
/team
your people this week, in Telegram
Your view
it reads only what you can already see

Before the 1:1

Your 1:1 is in ten minutes, and you haven't looked at their week

You open the board, then last month's notes, then you run out of time. So you start with 'how was your week?', and you get 'not bad'.

Ask
01Say what you're trying to find out.
Prep
02Walk into each 1:1 with an opener and two questions.
Telegram
03Ask from Telegram.
For your reps
04Let your reps ask about their own week.

01Ask

Say what you're trying to find out.

You have an hour for the team. Ask "Who needs attention this week?" or "Summarise the last 30 days across the team". It answers from a snapshot of the people you manage, with names, so you know who to speak to first.

  • Starter questions on screen
  • Type it, dictate it, or attach a photo
  • Past chats stay on your device
What each AI feature sends
AI chat - Tuesday

  1. Who needs attention this week?

    You

02Prep

Walk into each 1:1 with an opener and two questions.

Tap Prep me on a rep's file. You get one thing to open with, two questions to ask and a coaching move for their weakest area, in under 150 words. You can read it before the 1:1.

  • One opener
  • Two questions
  • One coaching move
Coaching
Prep me - Daniel Tan
  1. Open withHis calls are up 20%, and meetings haven't moved.

03Telegram

Ask from Telegram.

Send /team to your private Telegram assistant, and it lists your people this week and who has logged nothing. Or ask it in words: "how is Daniel trending?"

  • Managers can send /team
  • Who has logged nothing
  • Plain questions work too
Telegram - private assistant

  1. /team

    You

  2. This week: Priya 38, Daniel 27, Farid 23 points.

    Assistant

  3. Nothing logged since Friday: Wei Ling.

    Assistant

  4. how is Daniel trending?

    You

  5. Calls up 20%, meetings flat.

    Assistant

04For your reps

Let your reps ask about their own week.

A rep filing a check-in can ask a coach "What should I work on next?" It reads their past check-ins and their last 12 weeks of logged numbers, and it answers them, not you. It only speaks when asked.

  • The rep asks, the rep reads
  • Their check-ins and their numbers
  • It replies only when they ask
Weekly check-ins
Daniel Tan - filing a check-in

  1. What should I work on next?

    Daniel Tan

And the rest

What the AI can and can't do

Your view onlyIt gets nothing you couldn't open yourself.
It answersThe chat changes nothing on the board or in the log.
Telegram tasksA manager can tell the Telegram assistant to assign a task. It won't do that unasked.
A speed limitAsk too many in a minute, and it asks you to wait.
Objection practiceCourses include a text trainer for practising objections.

Goes well with

Stop skipping 1:1s because the prep takes too long.

Bring the question you asked your team.

Book a walkthrough

30 minutes. You choose the day and the time.

Before you ask it anything

Can it really tell you who has gone quiet this week?