Ask Cortex

Last updated: September 24, 2025

The Ask Cortex action lets you query Swyft’s generated Insights at scale. It analyzes the structured Insights your workflows already produce and returns a synthesized answer, trend analysis, or report based on the context and filters you provide.

Context Insights

Choose which Insights Cortex should use as context for the query.

  • Click Select Insights and pick the Insights you want Cortex to analyze. Examples: Handoff Notes, Next Steps, Risks, Competitors, MEDDIC.

  • Cortex reads values from these Insights across the scope you define in Filters.

Best practice: Select only the Insights that are relevant to the question to reduce noise and improve precision.

Filters (Optional)

Narrow the data that Cortex will consider.

  • Meeting Types – Include only certain call types.

  • Users – Limit to specific end users. You can insert dynamic variables to target the workflow actor.

  • Teams – Only include insights generated by a specific team.

  • CRM Records – Filter to associated objects like a specific account or opportunity. Supports dynamic variables.

  • Date Range – Bound the time window with start and end dates.

Query Prompt

Tell Cortex exactly what to produce using the selected context.

  • Write a clear instruction. Example: “Generate an executive brief on our competitors over the past quarter.”

  • Be specific about format if needed. Examples: “Return a 5 bullet summary with a short recommendation.” or “Produce a markdown table of top themes and counts.”

Best practice: Name the audience and deliverable type. Example: “For sales leadership, summarize top renewal risks by theme with counts and example quotes.”

Test

Validate before you save.

  • Click Test to run the query using your chosen Insights and filters.

  • Inspect the response for accuracy, coverage, and formatting.

  • Iterate on Insights, filters, and prompt until the output meets your standard.

Example Use Cases

  • Create a quarterly competitor brief from Competitors and Handoff Notes Insights filtered to last 90 days.

  • Produce a pipeline risk summary by analyzing Risks and Next Steps Insights across open opportunities for a region or team.

  • Generate product feedback themes from Insights tied to a specific account segment or industry.

  • Build MEDDIC coverage reports for a rep or team by querying generated MEDDIC Insights across active deals.