AI Content Recommendations surface the right Speks and Files at the moment you need them — while you're writing an email, reviewing a call, or working a deal. This guide explains how the feature works, where it appears, and what it reads to make suggestions.
1. How AI Content Recommendations Work
Recommendations reads the page, email, or call summary you're looking at, works out what it's about, and suggests relevant Spekit content. Results come in two groups:
- Review internal guidance: Battlecards, playbooks, and guides for you.
- Share content externally: Customer-ready material such as case studies and datasheets. Only content marked as externally shareable appears here.
You can filter results by theme tags and refresh them at any time. Sensitive details are redacted before analysis, and suggestions only include content you have access to.
2. What Recommendations Support Today
This first iteration is built around the two moments reps hit most often:
| Use Case | How It Helps |
|---|---|
| Meeting Preparation | Surfaces relevant knowledge before a call, so you walk in ready and confident |
| Post-Meeting Follow-Up | Recommends content to review or share right after a call, to keep the deal moving |
Content types recommended:
- Speks: Playbooks, battlecards, and processes
- Files: PDFs, PPTs, case studies, and collateral
3. Where Recommendations Work Today
Recommendations appear on select pages within supported applications. The Spekit Chrome Extension (Sidekick) needs to be open for them to appear, with one exception: the Outlook add-in, which runs from the ribbon instead.
| Application | Where It Appears | What Spekit Reads |
|---|---|---|
| Gmail | Sidekick, while composing or reviewing an email | Subject and expanded messages of the open thread, or your draft's subject and body |
| Outlook (web) | Sidekick, while composing or reviewing an email | Subject and the open message or reading pane |
| Outlook add-in (desktop, Mac, web) | Spekit button in the ribbon when you compose a new email or reply | Subject and body of the email you're writing |
| Gong | Sidekick on the call page | The Briefs tab |
| Chorus | Sidekick on the meeting page | Call name and conversation summaries |
| Salesloft | Sidekick on the call or meeting page | The Recap tab (summary, key moments, next steps) |
| Outreach Kaia | Sidekick on the call page | Summary, key points, and action items |
| Clari Copilot | Sidekick on the call page | Notes and summary |
| Salesforce | Sidekick on Opportunity record pages only | Visible opportunity fields such as product, stage, and competitors |
Additional applications and workflows are planned for future releases.
4. Platform-Specific Details
Email (Gmail and Outlook)
- Signatures and quoted replies are stripped, so suggestions focus on the latest message.
- For short emails like a quick thank-you, you'll see broader, general follow-up suggestions.
- Recipients on your draft are pre-filled in the external share flow.
Outlook add-in:
- The external group is expanded by default and the internal group is collapsed.
- You can copy an internal link, send an external SmartSend link with recipients pre-filled, or share to a Deal Room.
- If there's no email text or no results, the pane falls back to search.
Calls and Meetings
For Gong, Chorus, Salesloft, Outreach Kaia, and Clari Copilot, Spekit reads the platform's own call summary rather than the full transcript. It focuses on customer objections, competitor mentions, and product mentions, so suggestions help with follow-up and objection handling. In Salesloft, Spekit opens the Recap tab for you.
Salesforce
- Recommendations appear on Opportunity record pages only. Other Salesforce pages show Spekit's separate guidance and document slats instead.
- Created By and Last Modified By fields are skipped, and dollar amounts and dates are removed before analysis.
- Customer and opportunity names are kept out of the search. The focus is products, competitors, stage-specific challenges, and pain points.
Deal Rooms
- Recommendations come from the deal's recent calls (via Gong), not from the page you're on.
- If Gong isn't connected, or no calls or deal are linked yet, the pane tells you so.