Skip to content

Top Objections

Top Objections identifies the customer’s objections in sales conversations (pricing, features, security, timing, etc.).

  • Dropdown (primary objection) or multi-select (all objections)
  • Optional: objection details (text)

Recommendation: Start with primary objection + details text field. This keeps dashboards clean while allowing capture of additional context when multiple objections are raised.

EDITOR NOTE: multi-objection support

Ask product/engineering:

  • A) Multi-select fields supported for AI insights
  • B) Not supported (use primary objection only)
  • C) Use primary + details text field

Best-guess recommendation:

  • Start with primary objection + details.

Configuration overview

  1. Define an objection taxonomy
  2. Create Custom Field(s)
  3. Enable or create AI Task
  4. Build dashboards and saved searches:
  5. Objections distribution
  6. “Pricing objections this week”
  7. “Security objections by segment”

Prompt recommendations

  • Provide allowed labels
  • Require evidence and brief explanation
  • Output Unknown when no objection is present