A POC Plan is an AI content section that sets out how a proof of concept (POC) with your client will run. AI writes it from your calls, notes and documents, you review and refine the draft, and then you add it to the Room as a text section.
Prerequisites & Requirements
Device: a POC Plan can be generated on desktop only. AI content sections are not supported on mobile.
Plans and permissions: see Prerequisites & Requirements in AI-Generated Content.
How do I create a POC Plan?
To create a POC Plan:
In your Room, click Add Section (+), open the AI sections tab and click POC Plan. A drawer opens.
Add your sources: free text, PDF files, Library files or Gong recordings. The limits for each source are listed in AI-Generated Content.
Set Client Type and Length.
Click Generate, review the draft, and click Refine if you want changes.
Click Add to room.
Which sources and settings work best for a POC Plan?
A POC Plan is strongest when it is built from the success criteria you agreed with the client. We recommend adding the calls where the POC was scoped, together with relevant PDFs from your Library.
After you add the POC Plan
After it is added, the POC Plan is a regular text section. You can edit it in the Room like any other section, and you can save it in a Template for future deals. It is no longer connected to the generator, so to regenerate it, create a new POC Plan.
Limitations
Behavior of the drawer, including what happens if you refresh the page, is listed under Limitations in AI-Generated Content.
Troubleshooting & FAQ
Will my client see the POC Plan before I add it to the Room?
No. Your client sees the POC Plan only after you click Add to room, and never sees the generator or your sources.
Can I create a POC Plan on my phone?
No. AI content sections, including POC Plan, are not supported on mobile. Generate the POC Plan on desktop.