5 min read

Autopilot is here: everything you need to know about this update

Published on
December 30, 2024

Today, we're officially launching Autopilot. After months of user research and trying out different formats, we're finally ready to upgrade your uman experience. Thanks to Autopilot, uman will save you even more valuable time and show you insights you might otherwise have missed. 

In this 10 minute walkthrough, our CEO Charles tells you everything you need to know about this feature and shows you how it works (don't sweat it, it's actually reeeeeaaallly simple).

TL;DR kinda person? 

Don't worry, let us give you the fast track version. In this quick guide we'll go over the most important steps of the Autopilot update. 

If you want to generate sales assets, you'll notice a big difference with the previous version of uman. Now, uman will do more of the work for you, saving you time, while still giving you the insights and information you need.

When you go to your uman environment, you'll notice our sales AI now looks like this:

You can start by entering the name of the company you're meeting with. Uman will automatically make some smart suggestions, based on your previous entries, your client database and more. In this fictional case, we're an IT services company, having our first meeting with Umicore. You can select one of uman's suggestions, or add a new company. Then, click on 'Select Your Audience'.

After you've gone to the audience stage, uman will make some smart suggestions, again based on different sources of data. 

Then, you'll be able to select your prospects, either through the suggestions of uman, or by typing in the name(s) of the prospects yourself. After that, you can go to the next stage by clicking 'Add notes'. 

In the notes stage, you'll be able to add notes, or read previous notes you or your colleagues have written. Since this is our first meeting in this example, we don't have any notes yet. Click on 'Select Assets' to go to the next stage. 

That brings us to the last stage in the new Autopilot setting. Here you can select which assets uman should generate. You can either do so by scrolling through the entire template library, or make a selection based on deal stage, asset type or source. If you've added custom templates, you'll find them under your company name. (In this example, you see the name uman two times, since that is our company name of course). Click on 'Generate Assets' to make the magic happen!

The next few minutes, uman does the research to make sure it builds the best sales assets for you, based on both internal and external data. This process may take a few minutes - our little timer keeps track!

After uman is done, you can check out the assets in the uman app - yup, you no longer need to download them! On the right, you'll see all the assets you generated. If you're not satisfied with the output, the 'RegenerateThanks to the 'Export' button in the bottom right corner, you can still download them locally or upload them to your Google Drive or OneDrive. 

And that's it! Why not try the Autopilot update out right now?

Never miss a thing
Subscribe for more content!

By clicking Sign Up you're confirming that you agree with our Terms and Conditions.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Have you read these posts yet?

View all posts
News

Deeper insights, better outputs: our latest AI update

We’ve equipped uman with the latest OpenAI o1 model. This new AI model enhances the quality of uman’s outputs significantly. Now, our AI agent offers you better reasoning, more nuanced details and consistent high-quality results.

In a nutshell, this is what you can expect of the new update:

  • Deeper reasoning
  • Better formulation
  • A more detailed and nuanced approach
  • Linking back to the sources

All of this is possible thanks to the new OpenAI update. The o1 model is equipped with a multi-step reasoning capability, which really sets it apart from its predecessor.

These improvements will take your sales preparation to the next level, and you’ll be able to impress your prospects and customers with detailed, resonating value propositions.

In this video, our CEO Charles compares the outputs before and after implementing the o1 model. Trust us, you'll be amazed by these improved outputs!

News

We raised 1,9 million euros - this is what's next!

We have some great news to share! We raised 1.9 million euros to secure our international growth. The funding round is led by Holland Capital, together with existing investors imec and Seeder Fund.

We have some great news to share! We raised 1.9 million euros to secure our international growth. The funding round is led by Holland Capital, together with existing investors imec and Seeder Fund.

We built our sales AI agent uman, to help B2B sales that operate with a broad and complex range of products and services. We know that customers’ expectations are sky-high, sales departments are facing shrinking budgets and on top of that often struggle to master that complex portfolio, resulting in lost opportunities. 

We’ve designed uman to be different. It’s the first AI agent specifically built for complex B2B sales. Thanks to smart data governance and generative AI, uman can offer relevant sales content and insights at the right times. This way, sales teams are able to meet up with clients with personalised pitches and offers, without having to do all that research and preparation manually. This results in higher conversion rates, increased efficiency and more cross-sell opportunities. 

Next steps

Today, several Western European leaders in IT, consultancy and telecoms are already using uman, including Proximus, msg global and the Belgian media conglomerate DPG Media, proving it works. With this investment, we want to secure our international growth. Our focus for now remains Europe, but we definitely have the ambition to conquer the US as well.

Next to that, we’ll also be focusing on product development. We have many new features planned on our roadmap, that will make uman even more performant, and plan on working on adding more integrations with different tools. 

We are in the process of completely changing the way sales teams work by helping them every day to do more of what they really add value to: building relationships with their customers. This was our mission from day one, and it will remain that way. 

Read more in these publications by De Tijd, Datanews and EU Startups.