Section 1 - Instruction

You've seen how sales teams and organizations can guide AI with tools, prompts, and compliance rules. Let's practice identifying these controls in sales scenarios.

Engagement Message

Ready to see how it all works in practice?

Section 2 - Practice

Type

Sort Into Boxes

Practice Question

Sort these AI control methods by who primarily sets them in a sales organization.

Labels

  • First Box Label: Company-Set
  • Second Box Label: Rep-Driven

First Box Items

  • System Prompts
  • Compliance Rules
  • CRM Permissions
  • Ethics Guardrails

Second Box Items

  • Lead Queries
  • Asking for pricing
Section 3 - Practice

Type

Multiple Choice

Practice Question

An AI responds, "As your dedicated sales assistant for TechSales Inc, I'm here to help you close more deals ethically!" This tone and role are most likely the result of:

A. The AI's own sales personality developing over time. B. A specific sales rep prompt asking it to be enthusiastic. C. A system prompt defining its sales role and approach. D. The AI using an external "personality" tool.

Suggested Answers

  • A
  • B
  • C - Correct
  • D
Section 4 - Practice

Type

Swipe Left or Right

Practice Question

Is this AI behavior a result of a compliance rule or the use of a sales tool? Swipe left or right.

Labels

  • Left Label: Compliance Rule
  • Right Label: Using a Tool

Left Label Items

  • "I cannot help create misleading product claims."
  • "I'm unable to provide competitor's confidential pricing."
  • "I must decline requests for manipulative sales tactics."

Right Label Items

  • "According to your CRM, this lead scored 85/100..."
  • "After calculating the discount, the total is $12,450."
  • "I've analyzed your pipeline and found 15 hot prospects..."
Section 5 - Practice

Type

Fill In The Blanks

Markdown With Blanks

Let's review the different ways to control AI in sales. Fill in the blanks.

A [[blank:system prompt]] is a hidden instruction that defines an AI's sales personality. When an AI needs to access customer data, it uses a sales [[blank:tool]]. If a request violates sales ethics, the AI will issue a [[blank:refusal]] based on its compliance programming.

Suggested Answers

  • system prompt
  • tool
  • refusal
Section 6 - Practice

Type

Multiple Choice

Practice Question

A sales rep asks an AI to help fabricate customer testimonials. The AI responds, "I'm sorry, but I cannot fulfill that request." What type of refusal is this?

A. A technical refusal, because the AI doesn't know about testimonials. B. An ethical/compliance refusal, because the request is dishonest. C. A policy refusal, because the rep's license has expired. D. A knowledge cut-off refusal, because testimonials are too recent.

Suggested Answers

  • A
  • B - Correct
  • C
  • D
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