> ## 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

> Claude-powered AI capabilities across the PILLAR platform

# 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:

| Capability           | Purpose                                                                            |
| -------------------- | ---------------------------------------------------------------------------------- |
| Account Intelligence | Deep account analysis with deal strategy, risk assessment, expansion opportunities |
| Account Narrative    | AI-generated account summary for meeting prep and QBRs                             |
| Action Plan          | Strategic action plan generation for specific accounts                             |
| Rep Coaching         | Comprehensive coaching report for the account owner                                |
| Board Narrative      | Board-ready narrative for executive reporting                                      |

### 4. Role-Specific Action Routing

Each signal type has role-appropriate recommended actions:

| Role     | Action Style                                    |
| -------- | ----------------------------------------------- |
| CRO/CEO  | Strategic, executive-level intervention         |
| VP Sales | Coaching, pipeline-focused guidance             |
| VP CS    | Retention, relationship-focused recommendations |
| RevOps   | Analytical, data-focused insights               |
| Rep/CSM  | Tactical, 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)