Overview
Carve is our new territory planning AI chat agent, currently in beta. With Carve, you'll be able to model multiple different territory scenarios in just a few minutes.
How to Access Carve
Carve is accessible in the Gradient Works web app at https://app.gradient.works/carve. You must have an active Gradient Works account to access this. (Contact us if you can't get in.)
Once you're logged in, Carve is located under the square icon with a slash through it.
Basic Concepts
There are a few major elements to Carve.
Project: A project is your space for testing different carving scenarios for a set of accounts. A project might be something like "Mid-Market Territories 2026" or "
Scenario: Each scenario is one option for how accounts may be distributed, so you can compare different approaches to find the best one for your team.
Account sheet: The list of accounts you're trying to carve.
Getting Started
To get started, create a new project using the big +New Project button in the top right corner. Once you have a project created, you can add an account list and run through various territory scenarios.
Import account data. You can import Excel and CSV files, as well as import from a Salesforce report. More supported imports coming soon.
Create a new scenario. Click the +New button on the left side of the chat agent to create a new scenario.
Tell the agent about your requirements. What kind of territories are you trying to carve with this scenarioo? What data should it prioritize? Tell it as little or as much as you'd like to start the conversation, and it'll ask follow up questions to clarify any relevant details.
Refine the scenario's details. The agent will ask clarifying questions. You can choose to answer them yourself or have the agent decide.
Run the scenario. When you're happy with the details, tell the agent to run the scenario. This will take a few minutes, and then it will come back a description of what it did, a table that summarizes the results, and an updated account sheet with new columns that detail the carve.
Export your results, import an updated account sheet, or run a new scenario. You can export your results for deeper analysis (click the download arrow at the top of the account sheet). You can updated your existing account sheet with more data (under the Data tab on the left). Or you can create a new scenario to try another or refined set of requirements (click +New under Scenarios).
Creating Effective Scenarios
The chat agent will do most of the heavy lifting for you, but there are a few things you can do to help it carve effectively. Provide as many details on your requirements as you can, but don't worry if you miss something. Use specific column titles to refer to data in your account sheet. Answer its questions as best as you can (or tell it to decide if you don't have a preference).
After you run one scenario, you can run another with updated requirements or totally different requirements. You'll be able to compare the results of multiple scenarios in the account sheet, as well as export everything for further analysis.
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