What is Sales Process Context?
Sales Process Context lets you define what your AEs do at each stage of your pipeline. Once configured, Olli uses this information to:
Provide stage-specific recommendations when discussing deals
Suggest next steps based on your exit criteria
Align guidance with your team's methodology
Think of it as giving Olli your internal sales methodology.
Accessing Sales Process Settings
Click the Settings icon in the left sidebar
Select Sales Process from the menu
Two Ways to Configure
You can populate your sales process context in two ways:
Option 1: Upload a Document (Recommended)
If you have an existing sales process document, Olli can extract stage definitions automatically.
In the Upload Sales Process Document section, click the upload area or drag and drop your file
Wait for processing — Olli will analyze the document and extract relevant information
Review the extracted content in the Stage Definitions below
Make any edits as needed
Click Save Changes
Supported formats: PDF only
Maximum file size: 10MB
Tip: Methodology guides, stage definition documents, and sales process overviews work best. The more detailed your document, the better the extraction.
Uploading Multiple Documents
Each upload is additive — you can upload multiple documents and Olli will combine the information to build richer context. For example:
Upload your sales methodology overview first
Then add a document with detailed stage definitions
Follow up with exit criteria documentation
Olli merges new information with existing context, preferring more detailed or specific content when there's overlap. This lets you build comprehensive sales process guidance over time without starting from scratch.
Option 2: Manual Entry
Prefer to enter information directly? Skip the upload and fill in the fields manually.
Expand any stage by clicking its name
Enter a Stage Description — What happens in this stage? What are the key activities and objectives?
Enter Exit Criteria — What must be true before a deal moves to the next stage?
Repeat for each stage
Click Save Changes
Stage Definitions
Each stage in your pipeline has two fields:
Field | Description |
Stage Description | What AEs do in this stage — activities, goals, tools used, who's involved |
Exit Criteria | Requirements that must be met before advancing to the next stage |
Your stages are pulled from your Pipeline settings (/settings/pipeline). If you need to add or rename stages, update them there first.
How Olli Uses This Context
Once saved, Olli automatically incorporates your sales process into conversations:
When you discuss a deal, Olli references the relevant stage guidance
Recommendations align with your methodology, not generic advice
Exit criteria help Olli suggest what needs to happen next
Example: If a deal is in "Qualification" and your exit criteria requires identifying a champion, Olli might ask about stakeholder mapping.
Troubleshooting
Document upload stuck on "Processing"
Large or complex documents may take 30-60 seconds to process
If processing fails, try a simpler PDF or enter information manually
Check that your file is under 10MB
Stages show "No data yet"
Stages without descriptions display this placeholder
Either upload a document or manually enter stage definitions
My stages don't match what I uploaded
Olli maps extracted content to your existing pipeline stages
If your document uses different stage names, the mapping may need manual adjustment
Review and edit the extracted content as needed
Changes aren't reflected in Olli's responses
Make sure you clicked Save Changes
Start a new conversation to see updated guidance