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Documentation Index

Fetch the complete documentation index at: https://hc.pillargtm.com/llms.txt

Use this file to discover all available pages before exploring further.

AI Intelligence Layer

PILLAR integrates Anthropic’s Claude AI to provide contextual intelligence across scoring, signals, account analysis, and recommended actions. All AI features use organization-scoped data isolation.

AI Capabilities

1. Pre-Computed Signal Actions

When CRITICAL signals are generated, Claude analyzes the full account context and produces role-specific recommended actions with reasoning, urgency assessment, and confidence scoring. If the AI service is unavailable, PILLAR falls back to rule-based action recommendations.

2. AI Coaching Intelligence

Comprehensive, per-rep coaching reports generated on-demand from the VP Sales or VP CS Coaching tab. Claude analyzes the rep’s entire portfolio — accounts, pipeline, signals, renewals, activities, and KPIs — to produce actionable coaching guidance. Output includes:
  • Executive summary and overall grade
  • Data-backed strengths and development areas
  • Priority deals and accounts requiring coaching intervention
  • Signal response rate analysis
  • Pipeline health assessment
  • Quota outlook with will-they-hit assessment
  • Prioritized 1:1 agenda items

3. Account Intelligence

On-demand AI analysis accessible from Account 360:
CapabilityPurpose
Account IntelligenceDeep account analysis with deal strategy, risk assessment, expansion opportunities
Account NarrativeAI-generated account summary for meeting prep and QBRs
Action PlanStrategic action plan generation for specific accounts
Rep CoachingComprehensive coaching report for the account owner
Board NarrativeBoard-ready narrative for executive reporting

4. Role-Specific Action Routing

Each signal type has role-appropriate recommended actions:
RoleAction Style
CRO/CEOStrategic, executive-level intervention
VP SalesCoaching, pipeline-focused guidance
VP CSRetention, relationship-focused recommendations
RevOpsAnalytical, data-focused insights
Rep/CSMTactical, action-oriented tasks

5. Weekly Digest Intelligence

The weekly digest email includes AI-curated highlights:
  • Top risk accounts with context
  • Pipeline movement summary
  • Recommended focus areas for the week

Data Privacy

  • AI prompts include only the authenticated organization’s data
  • No cross-org data leakage in AI context
  • AI outputs are stored per-signal, scoped by organization
  • Anthropic does not train on API data (per their data policy)