How to use AI to suggest next-best-action in HelloGrowthCRM
Let AI suggest the highest-leverage next action on every lead and deal. Powered by HelloGrowthCRM's AI Sales Copilot.
What this guide helps you do
Follow this article when you want a focused, step-by-step path to complete the task without digging through menus.
Need a broader overview first?
Go back to the Automation section to browse more guides, compare related tasks, and choose a better starting point.
View all Automation guidesNext-best-action ranks the action most likely to advance each deal. Runs continuously, surfaces top 5 actions per rep on morning dashboard.
How to use this guide
Read the intro to confirm this is the right workflow, complete the steps in order, then review the common issues and related articles if your setup behaves differently from the standard path.
What you'll need
- •Pro tier or above
- •100+ closed deals (won + lost)
- •AI cost cap configured
- •10 minutes
- 1
Open AI → Next Best Action
First-time setup wizard runs.
- 2
Train the model
Click Train. Uses historical activity → outcome data. 5-10 min for 100-1000 deals.
- 3
Configure NBA scope
All open, specific stages, > X amount, stuck deals only.
- 4
Set confidence threshold
Default 70%. Lower = more suggestions, more noise.
- 5
Reps see NBA on dashboard
Top 5 actions for today, sorted by AI-predicted impact.
- 6
Click into a suggested action
Reasoning shown. One-click execute.
- 7
Execute the action
Send email = drafted; Schedule call = dialer opens; Escalate = manager notified.
- 8
Provide feedback
Helpful? Y/N thumbs. Re-trains model.
- 9
Review NBA accuracy
Reports → AI → NBA performance. Acceptance rate, downstream impact, adoption.
Frequently asked questions
How does NBA differ from journeys?▾
Journeys = scripted flows. NBA = AI suggestions based on what's worked. Use both.
Does NBA send messages automatically?▾
No — suggests; reps decide. Higher autonomy = auto-execute on low-stakes.
How accurate is NBA?▾
With 500+ closed deals, outperforms rule-based by 30-50%.
Privacy: is my data used to train other customers' models?▾
No. Workspace-isolated.
Can NBA recommend actions outside HelloGrowthCRM?▾
Yes if those channels connected.
Compute cost?▾
~$0.005 per ranked deal. 1,000 = ~$5/day. Cap with budget.
Related articles
See it in product
Try it yourself
Start a 14-day free trial of HelloGrowthCRM — no credit card required. You'll have everything you need to follow this guide.
Still need help?
If this article does not match your account setup, rollout stage, or edge case, review more guides in Automation or contact our team for direct help.
Rushabh leads product strategy at HelloGrowthCRM with a focus on CRM workflows, revenue operations, and practical product design for growing businesses.
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