Office Hours Recap | Summer Release Updates for Analytics & Insights and Genie AI

Thank you to everyone who joined our August Office Hour! In this session, host Katrin Kirchmann, Product Manager Nikki Paessens, and VP of Global Sales Engineering Justin Hill walked through the key capabilities introduced in the Summer Product Release.

Missed our live session? We have gathered the top strategies, insights, and AI features shared by our experts below. Catch the [full video recording] here!

💡 Analytics & Insights Overview

Showpad helps keep your team aligned with real-time visibility into what drives revenue:

• Engagement Signals: Access visual overview surfaces to track content reach, seller adoption, and buyer engagement trends.

• Analytics AI (Open Beta): Type questions in plain language to get instant, contextualized charts and insights without manual data extraction. [Join our community group to share your feedback and thoughts directly with our product team].

• Persistent Filtering: Customize landing pages and company dashboards with custom date ranges and user groups that stay saved as you navigate.

📊 Company Dashboards & Custom Reporting

Visualize your data and build leadership-ready reports without leaving Showpad:

• Ready-to-Use Dashboards: Out-of-the-box views covering Showpad Adoption, Content Popularity, Buyer Interactions, and AI adoption.

• Dashboard Builder: Build custom views from pre-built templates or blank canvases, combine datasets, and schedule recurring PDF email exports.

• Report Builder Migration: Existing charts automatically migrated to Dashboard Builder, leaving Report Builder dedicated strictly to raw data exports.

• Salesforce Metrics & Zero Engagement: Tie platform activity directly to Salesforce win rates and deal length, while surfacing unengaged content and sellers.

🤖 Cutting-Edge AI with Genie

Empower your revenue team with Genie Assistant and custom AI Agents

• 6 Agent Templates: Deploy pre-built templates for Competitive Intelligence, RFP Responses, Outreach Emails, Prospect Research, Product Comparisons, and Business Cases.

• Agent Studio: Centralized admin hub to build, draft, refine, and publish tailored AI agents with specific permission controls.

• MCP Connectors (Open Beta): Connect Showpad two-ways with external tools and LLMs like Salesforce, ZoomInfo, Copilot, Claude, and Gong.

• On-Demand Content Generation: Instantly draft objection-handling sheets, translate text into multiple languages, or generate full podcast scripts with AI avatars and voice audio.

🎥 Watch the Full Session

Ready to see Dashboard Builder and Genie Agents in action? Check out the full Office Hour recording below. Watch the full recording!

📚 Need More Help?

• Check out our customer community, [The Rev].

• Browse in-depth courses in the [Showpad Academy].

• Access articles and video guides in our [Help Center].

• Reach out to our 24/7 [Support Team]!