What type of information can the AI agent access?

Your organization's administrator determines what data is visible and accessible to the AI agent. If an object or field has not been synced with Ambition, or if a record has never been sent to Ambition, then agent cannot see it.

Employee Information

The Ambition AI agent has access only to personal information supplied to it by employees or an integration, including:

• First and last name

• Email address

• Username

• Job titles

• Active/inactive account status

• User/manager/admin status

• Ambition group memberships

• Employee-manager linkage for the organizational hierarchy

• Profile picture

• Time zone

Performance Data

The AI agent can access the following performance data:

• Any metric built by a customer and tracked in Ambition

• Per-employee roll ups of these metrics at a daily, weekly, monthly, quarterly, and annual basis

• Active goals for individuals and groups, including goal names, targets, and progress

• Leaderboard standings

• Competition enrollment

• Competition scores and score deltas

• Accolade levels

• Accolade attainment

• Pipeline performance, including:

  • Pipeline snapshots

  • Opportunity names

  • Opportunity values

  • Opportunity stages

  • Close dates

  • CRM-synced fields

  • Deal stages

  • Deal movement

  • Forecasted and projected revenue figures when available

Coaching Data

• The Ambition AI agent has access to the following coaching data:

• Coaching session records

• Employee responses

• Session comments

• Coaching notes

Organizational Hierarchies

The Ambition AI agent can access the following hierarchical information:

• Group names

• Group types, such as Role and Location group types

• Group memberships

• Manager-rep hierarchies based on group membership and group management