Thunai Revenue AI – Overview & User Guide

Thunai Revenue AI helps you manage your contacts, track and analyze opportunities, and configure opportunity detection rules based on meetings and email activity. With AI-driven tagging, confidence scoring, and smart domain filtering, Thunai Revenue AI streamlines the relationship management and sales discovery process across your organization.

Revenue AI Menu Sections

Thunai Revenue AI consists of the following key sections:

• Contacts
• Opportunities
• Opportunity Settings

1. Opportunity Agent Settings

This section lets you define how opportunities are detected and categorized across the Revenue AI system.

Key Configuration Areas:

Note: Default values are pre-set. You can customize them as per your process. Based on these configurations, opportunities will be automatically detected and linked to contacts based on meeting feeds and email logs.

2. Contacts

This section allows you to manage your Revenue AI contact base.

Features:

Add/Edit/Delete Contacts:

• Manually: Add contacts through the UI.

  Automatically:

  • Meeting Feeds: Participants of meetings are auto-added.
  • Email Logs: Email recipients tracked via the Chrome extension are added as contacts.

Domain Restriction:

• You can restrict specific domains from being added.
• Restricted domains cannot be added manually or automatically.

Contact List Displays:

• High Engagement Contacts Count

Viewing Contact Details:

• Activity Section:

  Shows contact activity from:

  • Meetings attended
  • Tracked email logs

Privacy Control:

• Activities are public by default, visible to all users within the tenant.
• You can mark individual activities as Private, which will hide them from other users.

Maturity Indicators:

• Activities are automatically tagged with maturity indicators based on their context and nature.

AI Assistants:

1. Schedule Meeting – You can schedule meetings directly with your contacts using Google Meet. Simply connect your Google Workspace with Thunai, and schedule from here.
2. Draft Email – For follow-ups, you can request Thunai to draft an email based on the opportunity. The AI will generate context-aware email content tailored to that contact and opportunity.

3. Opportunities

Opportunities are automatically detected and managed based on the configured settings.

How Opportunities Are Identified:

• Thunai scans:
  • Meeting Feeds
  • Email Logs
• If these activities match any defined indicators, stages, and confidence levels, they are shown as opportunities.

Opportunity Details:

Summary View:

• High-level overview of the opportunity.

Sources:

• Shows origin: Meetings or Emails.

Maturity Indicators:

• Tags aligned with defined opportunity rules.

Confidence Score:

• Confidence percentage based on the matched pattern.

Privacy Control:

• By default, opportunities are public, visible to all users in the tenant.
• You can change visibility to private per opportunity.

Opportunity List Metrics:

• In Contact View:
  • Total Value (in USD)
  • Average Confidence (%)

  • Active Opportunities (%)

    In Main Opportunities Section:

  • Total Value (in USD)
  • Active Deals (%)
  • Average Confidence (%)

Funnel View:

• The Funnel View allows you to track opportunities across different stages.

  • Each stage includes an Ask Thunai option, which provides AI-powered summaries of the opportunities in that stage.

    These summaries highlight key sections such as:

    • High Engagement Deals Overview
    • Key Feature Requests & Asks
    • What You Need to Prepare
    • AI Strategic Insights

Summary Section – What You Can Do