generate_pitch
ChatGPTPurpose: Generate exactly one AI-powered pitch using specific Highspot content items. Use when: Users want to create a single pitch based on previously found content items (from search or instant answer tools). IMPORTANT: Do not create multiple pitches in one call. If a user asks for many pitches (e.g., "create 5 pitches"), politely explain the tool can only generate one pitch at a time and ask which single pitch they want. The user must reference specific item numbers or IDs from previous responses. User triggers: "create a pitch using item 1," "generate pitch from these items," "use item X to create a pitch." System notes: Requires item IDs from previous tool responses. Creates personalized pitches by combining selected content.
get_content_answer
ChatGPTPurpose: Provide a direct answer to a specific question using Highspot content. Use when: Users ask for explanations or guidance or synthesis from Highspot content ("What is…," "How do…," "Why does…," "When should…"). AI synthesizes across content and includes source links. User triggers: "what," "how," "why," "when," "explain," "tell me about." System notes: Answers MUST be grounded in actual Highspot content. Must include clean, readable source links at the end.
get_content_recommendations
ChatGPTPurpose: Get AI-powered content recommendations from Highspot based on a search query. Use when users ask for content suggestions, relevant materials, or documents related to a topic. The system returns a list of recommended content items with titles and file names. User triggers: "recommend content," "suggest," "suggest documents," "content for," etc.
get_deal_answer
ChatGPTPurpose: Provide direct answers about CRM opportunities by combining Highspot and deal data. Use when: Users ask questions about Salesforce/Dynamics opportunities such as deal details, status, stage, forecast, or CRM-related information or actions and lookup_deal has returned a valid crm_opportunity_id ("What is…," "How do…," etc.). AI synthesizes the answer and includes source links. User triggers: "deal," "opportunity," "Salesforce","record," "CRM." System notes: Only use when the question is CRM/deal-related.
get_item_content
ChatGPTPurpose: Retrieve the full raw content of a specific Highspot document for deep research or analysis. Use when: Needed to analyze structure, extract data, or perform detailed review. User triggers: None — users will not request this directly. System triggers: should be invoked internally in deep research/deep analysis or research mode when another tool (e.g., get_content_answer) requires the complete text/binary to fulfill a user request. Requires item_id from search_content or get_content_answer tools.
lookup_deal
ChatGPTPurpose: Resolve a CRM opportunity record using opportunity_name, with optional account_name when explicitly provided. Returns the corresponding crm_opportunity_id and the crm_org_id. (Deal = Opportunity). User triggers: None — users will not invoke this directly. System triggers: Invoked internally when a tool (e.g., get_deal_answer) needs to map a natural-language reference ("Acme Corp renewal opportunity") to a CRM opportunity ID. Input rules: 1. FIRST ATTEMPT MUST USE MINIMAL PROCESSING. a. Allowed cleanup only: i. Trim whitespace. ii. Remove trailing punctuation. iii. Remove trailing "deal/opportunity/record". iv. Remove surrounding quotes. 2. DEAL MAPPING: a. When unsure: i. opportunity_name = full phrase (prefer more text, not less). b. If only a deal/opportunity name is provided, do NOT infer, derive, or pass any account_name from any part of that text. 3. NEVER perform "fancy parsing": a. No splitting into multiple guesses. b. No semantic shortening. c. No interpretation beyond literal structure. 4. OPTIONAL SECOND ATTEMPT: a. If lookup_deal returns no match: i. You may perform ONE simplified retry, using only cleanup that does not extract or infer account_name from opportunity_name. 5. IF STILL NO MATCH: a. I couldn't find a CRM opportunity matching '<deal phrase>'. b. Can you confirm: i. The exact opportunity name (e.g., '2025 Renewal', 'FY25 Expansion') ii. I can try again with updated details.
search_content
ChatGPTPurpose: Find and explore documents in Highspot. Use when: Users want to discover what content exists on a topic (sales plays, PDFs, decks, docs). Returns a list of relevant items with titles and links. User triggers: "find," "search for," "show me," "list available," "what documents." System notes: Always returns metadata only (titles, links, description, item IDs) — not full file content. Never invent documents or metadata. If no results, "I didn’t find content matching <query>. Would you like me to broaden the search or try different keywords?".
