Upload and process content using Skillibrium Cortex|AI

Upload and process content using Skillibrium Cortex|AI

Applicable Roles
  1. ​All

Skillibrium utilizes its proprietary AI engine, Cortex|AI, as a query retrieval tool to index uploaded content within opportunities. This content can include meeting summary documents, shared customer presentations, or internal notes. Cortex|AI queries the uploaded data to identify existing answers to discovery questions specific to each opportunity. When a relevant response is found, the system generates an alert to notify users of the new response. 

Upload and process content for an opportunity 

Follow the steps below to upload your content for an opportunity:
  1. Click EXECUTE in the menu bar and click Opportunities.

         

  2. Select an opportunity. 
       

  3. Click Content.

       

  4. Click the Plus sign ( + ) to add content from your local computer or drag and drop it to the screen.
       

  5. When the content is uploaded successfully, click the calendar field under Item Date to update the date (optional).



    The table below defines what each status and its corresponding icon represents.
 
          Status 
 
                     Indication
 Uploading 
   The content is being uploaded.
  
  Upload Completed 
  The content is uploaded successfully.
  
  Transcribing


  AI is transcribing the content uploaded. Applicable to only
  non-video and non-audio files.
  
  Transcription Ready

   

   Uploaded audio or video file is transcribed. Review the
   transcript file and add speaker names to complete the AI
   processing.
 
  AI Processing
  
 Cortex|AI processing is in progress.
  
  Completed 
 
  AI processing is complete. Check notifications for any AI-
  generated responses. 

Cortex|AI queries the content and finds relevant answers to the discovery questions for the opportunity. The system will trigger an alert to notify you of the new response. You can check the article on updating responses to questions in a sales cycle to learn how to update answers suggested by the AI for an opportunity's discovery questions.

Edit an uploaded content for an opportunity

Follow the steps below to edit an uploaded content:
  1. Click EXECUTE in the menu bar and click Opportunities.

         

  2. Select the opportunity with the content you want to edit. 
        

  3. Click Content on the right panel. 

     

  4. For the content you want to edit, click the kebab menu () and then click Edit .
     

  5. In edit mode, you can select a content type, edit the item date, add collaborators and edit the content's description. 
     

  6. Click SAVE CHANGES.
      
       

Delete an uploaded content for an opportunity

Follow the steps below to edit an uploaded content:
  1. Click EXECUTE in the menu bar and click Opportunities.
  2. Click the opportunity with the content you want to edit. 
  3. Click Content on the right panel.
  4. For the content you want to edit, click the kebab menu () and then click Delete.
     


          

Filter and Search for Content

  1. Use the search box to display specific content. 
  2. Click the FILTERS button to filter uploaded content based on the following criteria:
    1. Content-Type
    2. Status
    3. Uploaded Date
    4. Item Date. 

             
             
                     

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