Capabilities
Every PYRAMYD capability, by hub and module
443 capabilities across the five hubs, APEX, the Platform, and Reports, each available today and verified in production as of 30 Oct 2026. Filter by the team you work in or the hub you need.
Team
Hub
Showing 443 of 443 capabilities.
Workspace
Where the four teams do the work, with APEX agents on every page. Included in every plan.
Home8 capabilities
- Interactive Node GraphBuilds a pan-and-zoom graph of companies, products and other nodes by adding them and expanding their linksProductMarketingSales
- Home InboxLists your alerts, signals and Spark findings in one table you filter by type and open in a detail paneProductMarketingCustomer Success
- Home Overview BriefOpens Home on your portfolio across the four hubs, what changed, what needs you, and where you left offProductMarketingCustomer Success
- Cross-Vendor Feature ExplorerSearches vendors’ products down to feature level and lists the chosen features with scores and review countsProductMarketing
- Decisions QueueReviews suggested product decisions with their evidence and subject, then accepts, dismisses or tracks themProduct
- Feature Picker Filters and ColumnsFilters a feature picker by category, product, module, capability, feature and vendor, then tailors columnsProductMarketing
- Background Job MonitorTracks background jobs running or recently finished for you, from enrichment to scoring, with APEX on handProductMarketing
- Graph Node InspectorShows a clicked graph node’s name and type, and expands its direct links onto the canvas or removes itProductMarketing
Signals12 capabilities
- Signals FeedLists your Organization's signals with filters, a period, topic lenses and a sort, and opens any one in detailProductMarketing
- Scheduled Spark Research RecipesRuns ready-made research recipes on your schedule and posts findings, from launches to funding, to your inboxProductMarketing
- Watch-For Topic LensesNarrows the Feed to one topic, such as feature announcements, press, ads, website changes or strategyProductMarketing
- Signal TrendsCharts your Organization's signals over time, by category, share of voice, momentum, channel and hiringProductMarketing
- Signal AlertsAlerts you in the app, by email or in chat when a new signal matches your rules, skipping old newsMarketingSales
- Signal Refresh Schedules and Spending CapsShows your signal runs and spend today, with each source schedule's caps, Run now, pause and cost by sourceProductMarketing
- Signal Source CatalogLists every source PYRAMYD reads for signals by category and scope, with alerts and credentials per sourceProductMarketing
- Custom Signal WatchesAdds a keyword watch over the news PYRAMYD collects or an RSS feed you add, or logs a signal by hand, with caps on runs and spendProductMarketing
- What It Might MeanExplains each notable shift in rival signals with what your stored predictions say it means, and how sureProductMarketing
- Signal Triage StatusMarks each signal New, Read, Reviewed, Dismissed or Archived for you, and filters the Feed by that statusMarketing
- Outside MentionsShows public posts, reviews, filings and listings that name the competitors you track, by sourceMarketing
- Signal Importance ScoreGives each signal a 0-100 score with the reason behind it, shown and sortable in the FeedProductMarketing
Studio › Dashboards10 capabilities
- AI Dashboard Command BarBuilds and edits dashboard pages, widgets and filters from a typed request, so editors skip manual layoutProductSales
- Dashboard Widget LibraryInserts KPI tiles, gauges, filters, text, images, charts and record tables on a dashboard, plus ready-made sectionsProductSalesCustomer Success
- Custom Dashboard Chart TypesAdds heatmap, treemap, waterfall, Sankey, histogram, box plot and embedded-graph widgets to a dashboardProductMarketing
- Dashboard ExportExports a dashboard as PDF, Word, HTML, Markdown, PNG, Excel, CSV, JSON or code, and saves snapshots in the browserProductMarketing
- Dashboard Template GalleryStarts a new dashboard from a ready-made template, grouped by business area and searchableProductCustomer Success
- Dashboard Data SourcesBinds dashboard widgets to PYRAMYD tables, your own records and uploaded data, with relationships and calculated fieldsProduct
- Dashboard Autosave and UndoSaves each board edit to the server shortly after it happens, keeps refused edits as a draft, and offers undo and redoProductSales
- Dashboard Embedding and SharingShares a dashboard by a signed-in embed link or a revocable public link that opens it read-onlyMarketingCustomer Success
- Dashboard FiltersAdds list, button and date filters and click-to-filter between widgets on a dashboardSales
- Multi-Page DashboardsSplits a dashboard into pages that editors add, rename, duplicate, reset or delete, with ready-made page templatesProductMarketing
Studio › Sheets24 capabilities
- Alternate Sheet ViewsShows the same sheet rows as a form, kanban board, gallery, timeline, calendar, map, tree or flow chartProductSales
- AI Sheet Content GenerationGenerates new sheet columns, categories, summary rows, sentiment scores, translations and outreach draftsProductMarketingSales
- Live Data SheetsConnects a sheet to live PYRAMYD node data so rows come from the database, limited to what users may seeMarketingSales
- Sheet ChartsCharts any selected range or pivot in a sheet and downloads the result as an image or PDF for a deckMarketing
- Sheet Chat PanelAnswers questions about sheet data in a side chat with pinned cell ranges and adds answers as new columnsProductMarketing
- Sheet Row EnrichmentEnriches company and contact rows with profile fields, industries, extracted names and map coordinatesMarketingSales
- Sheet Row ApprovalsRoutes sheet rows through approval steps so approvers sign off or reject each row with a recorded commentProductSales
- Sheet Pivots and SubtotalsAggregates sheet rows into pivot groups and columns with sums, averages, subtotals and grand totals in a clickMarketing
- Workbooks and Sheet TabsOrganizes sheets into workbooks to add, rename, reorder, color, hide, protect, duplicate and delete themMarketing
- Workbook File Import and ExportImports spreadsheet workbooks with formulas and named ranges kept and exports sheets back as workbook filesMarketing
- Nested Rows and Tree DataGroups, nests and expands sheet rows into trees and detail panels so related records read in contextProduct
- Sheet Data AnalysisAnalyzes sheet selections with AI and flags anomalies, forecasts date series and runs what-if scenariosProduct
- Saved Sheet LayoutSaves a sheet's column widths, order, sort and filters so everyone who opens it sees the layout as leftSales
- Saved Sheet ViewsSaves named sheet views with their columns, filters and sort so each teammate opens the right slice of dataSalesCustomer Success
- Sheet Column ManagementResizes, reorders, pins, hides, filters, sorts and groups sheet columns and changes each column's typeProduct
- Sheet Save Conflict RecoveryRecovers from sheet save conflicts by keeping drafts and offering reload or overwrite when edits collideProduct
- Sheet Status Bar and Side PanelsCounts rows and sums, averages and ranges the selected cells under the grid without writing a formulaProduct
- Sheet and Row TrashRestores sheets deleted in the last 30 days and recovers or purges deleted rows within an admin-set periodProduct
- Sheet Command PaletteFinds and runs about 30 sheet commands from one searchable list that shows recently used commands firstProduct
- Sheet CSV Import and ExportImports CSV or TSV files with detected delimiters and exports all, filtered or selected sheet rows as CSVProductMarketing
- Sheet Data CleaningCleans messy sheet values by trimming, re-casing, fixing typos and merging near-duplicate rows into oneProduct
- Sheet PDF ExportExports a sheet as a titled, paginated PDF in portrait or landscape, ready to attach or hand outMarketingSales
- Sheet PrintingPrints a sheet with chosen page size, orientation, scale, repeated header row and numbered headers or footersProductCustomer Success
- Starred Sheets, Rows, and CellsMarks favourite sheets, rows and cells with stars so users jump straight back to the data they check mostProduct
Studio › Documents31 capabilities
- Document CommentsCaptures review discussion on selected text in threaded comments that teams reply to, resolve and reopenProductMarketingSales
- Document Creation and ManagementCreates blank or template-based documents and renames, copies, trashes and saves them in one libraryProductMarketing
- Document Embeds and MediaEmbeds images, video, audio, PDFs, web pages, maps, diagrams and live PYRAMYD charts inside documentsProductMarketing
- Document Import and ExportExports documents as PDF, Markdown or HTML and imports word-processor files to move work in and outProductMarketingSales
- Document Tables and Pivot TablesAdds resizable tables with sortable columns and formulas, pivot tables and live PYRAMYD data tablesProductMarketing
- Interactive Document BlocksInserts approvals, polls, surveys, kanban boards, timelines, mind maps and signature pads into documentsProductMarketing
- Tracked Changes ReviewTracks suggested insertions and deletions so reviewers accept or reject each change before it sticksMarketingSales
- AI Document AnalysisAnalyzes a document for tone, questionable facts and biased language and writes summaries and study cardsMarketingCustomer Success
- AI Document GeneratorsDrafts whole documents, passages and sentence completions with AI from templates, prompts and linked nodesProductMarketing
- Document Block FormattingStructures documents with headings, lists, callouts, code blocks, columns, tabs and collapsible sectionsProduct
- Document Sharing and EmbeddingShares documents with named viewers, commenters or editors, by public link or as embed code on websitesMarketingSalesCustomer Success
- Rich-Text Editor CorePowers every Studio document with Markdown-style typing shortcuts, block ids, file drop and hidden marksProduct
- Document Mentions and Graph LinksLinks document text to PYRAMYD nodes, people and topics with @-mentions and #-tags readers can followProductMarketing
- Inline Document BattlecardsGenerates a compact battlecard against a named competitor inside a document from its battlecard templateMarketingSales
- Document Bookmarks and Section LinksLinks readers to bookmarked spots and headings in a document with copyable anchors, previews and cardsProduct
- Document Text FormattingFormats document text with fonts, sizes, colours, highlights, alignment, links and inline code marksMarketingSales
- Smart Editing BehavioursTurns links and hashtags into links, cleans pasted text and drags, moves or locks blocks as people writeProductSales
- AI Rewriting and TranslationRewrites selected text to an instruction, checks grammar, translates documents and adds summary boxesProductMarketing
- Document AI Assistant PanelsOpens AI chat, insights, study and inline rewrite panels on any document from a single toolbar menuProduct
- Document Autosave and SyncSaves document edits automatically, keeps a device copy and shows save and connection status to writersMarketingSales
- Document Block Colours and IconsHighlights document blocks with background colours and icons so warnings and internal notes stand outMarketingSales
- Document Search and NavigationFinds and replaces text, jumps between headings and inserts a table of contents in long documentsMarketingCustomer Success
- Document Version HistorySaves named document versions, compares two side by side and restores an earlier one when edits go wrongProductMarketing
- Footnotes and CitationsAdds footnotes, endnotes, citations and cross-references so every claim in a document shows its sourceProductMarketing
- Document Command Palette and Slash MenuRuns any document editor action from a command palette, a slash menu or an inline AI bar on selectionsProductMarketing
- Multi-Page DocumentsOrganizes one document into named pages that writers add, reorder, duplicate and collapse in a side railProductMarketing
- Accessible Reading ModesApplies high contrast, large text, dyslexia-friendly fonts, reading rulers and read-aloud to documentsProduct
- Math EquationsWrites inline formulas and numbered display equations in documents with a formula dialog and symbolsProduct
- Document Control Help TextLabels every document menu, toolbar button and status-bar chip with one consistent name and tooltipProductMarketing
- Document Editor Notifications and HelpShows in-editor notifications, a keyboard-shortcuts guide and a first-run tutorial to new document writersProductMarketing
- Document StatisticsMeasures word counts, reading time and readability as people write and tracks progress to a word goalMarketingCustomer Success
Studio › Canvases25 capabilities
- Canvas TemplatesStarts a canvas from 30 workshop templates with zones, a facilitation flow and an estimated running timeProductMarketingSalesCustomer Success
- Canvas Creation and ManagementCreates canvases blank or from 30 templates and files, renames, copies, shares and deletes them in foldersProduct
- AI Canvas BuildingDrafts a whole canvas graph from a prompt and pulls a node's real relationships from PYRAMYD data onto itProductMarketing
- Canvas Data ImportImports nodes and connections from CSV, adjacency lists or JSON so a canvas map builds without drawingProductSales
- Canvas Export and EmbeddingExports a canvas as PNG, SVG, JSON, Markdown or Mermaid and embeds a live view of it in another web pageProductMarketing
- Canvas Paths and LineageTraces the shortest path, upstream and downstream lineage and communities between nodes on a canvasProductSales
- Canvas Notes and DrawingDraws rectangles and freehand strokes, drops sticky notes and pins comments to nodes in canvas workshopsProductSalesCustomer Success
- Canvas Card TypesPlaces company, product and deal cards, flowchart shapes, groups, sub-flows and notes on a single canvasProductSales
- Automatic Canvas LayoutsArranges a canvas automatically as a hierarchy, radial, force-directed, circle or ring layout in one stepProduct
- Canvas Analysis OverlaysPaints centrality, clusters, loops, heatmaps, territories and outliers onto a canvas to show market structureProductMarketing
- Canvas Background and ColorsSets a canvas's background pattern, color, light or dark mode, grid snap and quick node and edge colorsProductMarketing
- Canvas FilteringFilters a canvas by attribute, date, connection category or quick chips and isolates a node's neighborhoodProductMarketing
- Canvas Health ScoreScores each canvas 0-100 on every save and flags loops, isolated nodes, islands and dangling connectionsProductSales
- Canvas History and UndoReverses up to 50 canvas steps, replays how a map was built and saves or restores the canvas as a JSON fileProduct
- Canvas Node ArrangementAligns, distributes, clusters and wraps selected canvas nodes in one click so walkthroughs read in orderSalesCustomer Success
- Canvas Node EditingEdits a canvas node's name, type, tags, color and size and pins its position, for one node or a selectionProductMarketing
- Canvas Presentation and PrintingPresents a canvas read-only, previews it for print and captures any region as a watermarked PNG imageSalesCustomer Success
- Canvas Search and FindFinds any canvas node by name, replaces label text in bulk and runs any canvas action from a paletteMarketingSales
- Connection CleanupCleans up canvas connections by removing duplicates, pruning weak links and cutting crossings in one clickProductMarketing
- Node Selection and Bulk EditingSelects many canvas nodes by lasso, box, neighbors or attribute and changes their color, type and tags at onceProduct
- Canvas StatisticsShows live node and connection counts, centrality rankings and weight spread so analysts read a map fastProductMarketing
- Connection EditingEdits a canvas connection's relationship, label, type, color, width, dash and bend points, or reverses itProductMarketing
- Node and Selection InspectorsOpens one node's details in a side panel and bulk-edits color, type, pin and grouping for selected nodesSalesCustomer Success
- Canvas Keyboard ShortcutsMaps canvas actions to editable keyboard shortcuts with a searchable list and a compact cheat sheetProductSales
- Node Data Source MapMaps each of 99 record types to the data source, sub-sources and filters behind it and checks that it is liveProduct
Studio › Notebooks3 capabilities
- Notebook ManagementCreates, opens, copies, renames, imports, exports and trashes notebooks from the Studio library and pickerProductMarketing
- Notebook Writing and Co-EditingWrites notebooks of markdown, code, SQL and widget cells with colleagues live and shares them by visibilityProductCustomer Success
- Notebook Control Labels and HelpExplains every Notebooks control and its shortcut in a hover card so new users learn the toolbar quicklyProduct
Studio › Agents10 capabilities
- Agent Builder ToolbarSaves, copies, exports, imports, runs, shares and versions an AI agent flow from one toolbarProduct
- Custom AI Agent FlowsBuilds your own AI agents as step-by-step flows that run on demand, with versions, limits, API keys and a chat widgetProductSales
- Flow Credentials and VariablesStores your API keys and OAuth tokens encrypted for agent steps, and keeps non-secret variables per flowProductSales
- Agent Flow CanvasBuilds AI agent flows by dragging and linking steps on a canvas with minimap, guides, undo and auto-layoutProduct
- Agent Step Type CatalogOffers about 71 step types for agent flows: models, retrievers, agents, logic, data, documents, voice and moreProductMarketing
- Agent Step Settings PanelSets a step's model, saved connection, document store, timeout, retry rule and output shape in a side panelProduct
- Agent Flow Library SidebarLists your agent flows with search, rename, duplicate and delete, and starts new flows from templatesProductMarketing
- Flow Storage and VersioningCreates, lists, saves, deletes and versions agent flows, with numbered versions you can restoreProduct
- Flow Validation and CompilationChecks an agent flow for broken links and missing steps before it runs, then compiles it for the engineProductSales
- Agent Step PaletteLists every agent step by category with search, to drag or click onto the flow canvasProduct
Studio › Across Studio2 capabilities
- Studio Graph and Sharing Level PickerSwitches the graph and sharing level every Studio tab works on, and creates or refreshes graphs in one headerProductMarketing
- Selected Text Node RecognitionRecognizes the companies, people and products named in text highlighted in Studio and saves new ones as nodesProductMarketing
Library10 capabilities
- Fusion Card LibraryCatalogs ready-made cards that combine hubs and connected data, with a preview and one click to add each oneProductMarketingSales
- Saved Content BrowserFinds any saved or shared item in the Library by scope, type and search, as cards or a listProductMarketingSales
- Connection SetupConnects PYRAMYD to another system by OAuth, API key, MCP server or webhook, and sets who can use itProductCustomer Success
- Content Usage and Audit TrailMeasures who views, shares and changes your Library content, ranking items by views, viewers and timeProductMarketing
- Shared Content and AccessShows which Library items are shared with you or by you, with each share link's uses and last useProductMarketingSales
- Save to LibrarySaves any node to the Library for only you, a team or the Organization, with optional tags and notesMarketingSales
- Connection ManagementLists every connection with its sharing, sign-in method and last sync, then syncs, edits or deletes itProduct
- Getting-Started Guide and Shareable ViewGuides first-time users through the Library and keeps every filter in the page address so views can be sharedProductSales
- Connector MapMaps connectors to the record types they fill as an interactive diagram, with layouts and combined totalsProduct
- Connectors by Record TypeGroups connectors under the record types they fill, with which API objects each can read, write or receiveProduct
Markets
Read the market around your product and choose where to compete next.
Market 36014 capabilities
- Market Activation and ScoringActivates a saved market and scores its Opportunity and Ability to win, with confidence and the evidence each needsProductMarketing
- Market Account CoverageShows how many matching accounts you cover in each category and lists gap, covered and contested accountsSalesCustomer Success
- Market Definition and SharingDefines a market from up to five categories narrowed by industry, country and role, and shares itProductMarketing
- Market Segment AccountsLists your accounts and the catalog companies that match a market's segment, 25 at a timeMarketingSales
- Market Dimension TabsBreaks a market's score into eight dimension tabs, each with its evidence, inputs and the decision it informsProduct
- Total, Serviceable, and Obtainable Market SizingEstimates the total, serviceable and obtainable market of a saved definition, with method and assumptionsProduct
- Market Portfolio OverviewCounts your saved markets, flags the ones that need attention and ranks them by OpportunityProductMarketing
- Market Export and Share LinkExports a market as a PowerPoint deck, a PDF report or JSON, or shares a read-only linkProductMarketing
- Market Pulse and Definition WatchShows whether a saved market is watched, which definition version it uses, its scoring state and its signalsProductMarketing
- Competitive Whitespace RankingRanks a market's categories by buyer demand per vendor and satisfaction gaps to find priority segmentsProduct
- Market List, Archive, and RestoreLists every saved market with its status and scores, and archives or restores marketsProductMarketing
- Side-by-Side Market ComparisonCompares two saved markets side by side on Opportunity, Ability and eight dimensionsProductMarketing
- In-Market Offering ReviewsCompares how buyers inside a market score your product against all its reviews and against competitorsProductMarketing
- Market Buyer ProfileProfiles the buyer industries, company sizes and roles behind a saved market from in-market reviewsMarketingSales
Categories11 capabilities
- Category OverviewSummarizes a software category at a glance with its definition, market size, leaders, use cases and featuresProductMarketingSales
- Category Vendor LandscapeMaps who competes in a software category, from market and innovation leaders to emerging and niche playersProductMarketing
- Category Capability ProfileSets out what software in a category is expected to do: its features, mandatory capabilities and integrationsProductSales
- Category Market SizeMeasures a software category's size and growth by region and industry, with its sourcesProductMarketing
- Category TrendsForecasts where a software category is heading through feature trends, sunset risk and AI disruptionProductMarketing
- Category Buyers GuideGuides buyers through a category's buyers, buying journey, deal sizes by company size, negotiation tips and pitfallsMarketingSales
- Category ComplianceLists the compliance standards, data-residency rules and regulatory impact buyers face in a categoryProductSales
- Category EconomicsBreaks down the money side of a software category: pricing, total cost, contracts, renewals, funding and investorsProductMarketing
- Category Page LayoutFrames every category page with a category picker, hierarchy trail, KPI strip, tracking and ten tabsProductMarketing
- Category InvestorsLists the funds and individual investors matched to a software category, filtered by investment stageProduct
- Category Adoption GuidanceGuides organizations through adopting a software category, from implementation and training to migrationSalesCustomer Success
Industries11 capabilities
- Industry Hierarchy Drill-DownNarrows the Industries pages from sector to group, industry and sub-industry, with tracked industries firstProductMarketingSales
- Industry Buyers and DemandProfiles who buys in an industry and how, from buying committees and procurement to pain points and objectionsMarketingSales
- Industry Economics and DealsMeasures an industry's size, growth, spend per employee, investment and M&A, budget cycles and value chainProductMarketing
- Industry Regulations and StandardsLists an industry's active, draft and upcoming regulations, compliance standards and privacy requirementsProductSales
- Industry Technology and AI ProfileProfiles an industry's tech stack, systems of record, standards, workflows, AI readiness and integrationsProduct
- Industry Trends and AI DisruptionTracks where an industry is heading, from technology drivers and disruption vectors to AI disruptionProductMarketing
- Industry Workforce and GTM PlaybookProfiles an industry's buyers, decision makers, talent trends and skill gaps, and how to sell to itMarketingSales
- Industry Competitive LandscapeMaps who competes in an industry: leaders, emerging players, competitive forces, consolidators and red flagsProductMarketing
- Industry Overview ProfileProfiles an industry at a glance: its definition, place in the hierarchy, headline figures and top categoriesMarketingSales
- Industry Market Size and GrowthMeasures an industry's global market size, growth, maturity and software adoption, citing each sourceProduct
- Industry Regulators and Cross-Border RulesIdentifies who regulates an industry and which standards applyProduct
Countries11 capabilities
- Country Market AccessMaps what it takes to enter and sell in a country, from trade rules to channel partners, with an entry memoProductSales
- Country RegulationsLists the privacy, tax, e-invoicing, labour and AI rules a software seller must follow in a countryProductSales
- Country Vendor LandscapeMaps who sells software in a country: local vendors, channels, partners and how crowded each category isProductMarketingSales
- Products Serving a CountryLists the product capabilities linked to a country and maps its payment, identity and cloud infrastructureProduct
- Country News and SignalsTracks live and saved news, linked signals and regulatory alerts for a country in one Pulse viewProductSales
- Country OverviewSummarizes a country's population, GDP, software market, SaaS penetration and notable companies on one screenProductSales
- Country EconomicsShows the money picture for selling software in a country, from GDP and IT spend to pricing and payment normsProduct
- Country Buyer DemandShows how ready a country's buyers are to purchase software, from SaaS adoption and buying signals to buyer personasProductMarketing
- Country Software Category DemandRanks which software categories a country buys most, with demand by industry and its spending trendsProductMarketing
- Country Software Market SizeMeasures how big and how fast-growing a country's software market is, split into its market segmentsProduct
- Country TrendsTracks where a country's software market is heading: spending mix, adoption, coming regulation and market risksProduct
Roles10 capabilities
- Roles BrowserOrganizes buyer and practitioner roles into a module, function, area and focus hierarchy to search and trackProductMarketingSales
- Role Automation ForecastForecasts how much of a role's work AI is likely to take over, task by task, today and over five yearsProductMarketing
- Role Software EconomicsQuantifies a role's software budget with spend per seat, seats by company size, build-versus-buy and pilotsProductSales
- Role OverviewProfiles a role on one page, from its definition and seniority to its workflow, people and top software categoriesMarketingSales
- Role Buyers and Decision MakersIdentifies who buys for a role, from target buyers and approvers to stakeholders and maximum signing authorityMarketingSales
- Role Tech Stack and RequirementsLists the tools, integrations and data systems a role works with and the features it requires, with sourcesProductMarketing
- Role Buying SignalsShows how a role buys, with buyer signals, demo must-haves, seat counts by company size and adoption patternsMarketingSales
- Role Communities and InfluencesMaps the conferences, communities, podcasts, newsletters and influencers a role follows, by archetypeProductMarketing
- Role Compliance ConsiderationsLists the regulations and certifications a role must consider, with its headcount, spend and automation indexProductSales
- Role Day-to-Day OperationsDescribes a role's daily work, from key responsibilities and a day in the life to the KPIs it is measured onProduct
Products
See your product against the market and decide what to build next.
Product 3606 capabilities
- Product Review AnalyticsAnalyzes a product's public reviews by score, volume, verified share, segment and trend, with exportsProductMarketing
- Product Eight-Dimension Score BoardScores a product on eight dimensions with the evidence, confidence, and category standing behind eachProductMarketing
- Product Technology and Market PositionProfiles a product's integrations, public API, and deployment options alongside its SWOT and category rankProductMarketingSales
- Product 360 Page FrameFrames each product's 360 record with a product switcher, a tracked-products picker, a KPI strip, and its tabsProductMarketing
- Product Dimension TabsOpens one tab per score dimension with the cards and evidence behind that dimension's scoreProductMarketing
- Product News and SignalsTracks the latest news and signals about a product, sorted by importance, with fresh articles a click awayProductMarketing
Features2 capabilities
- Feature 360 ScorecardOne popup showing how a product delivers a feature: review score, eight dimensions, strengths, and a rival compareProductMarketingSales
- Standard Feature ProfileA vendor-neutral profile of a software category's features, with dimension tabs, criteria, and newsProduct
Gaps5 capabilities
- Customer Demand for Feature GapsCounts the distinct customers and evidence types behind each product gap, so widespread pain outranks noiseProductCustomer Success
- Feature Target Scores and Maturity ClimbSets a target score per feature on the gap matrix and shows the maturity steps needed to climb toward itProduct
- Feature Revenue at StakePrices each feature by the annual value of the deals and calls in which customers mention itProduct
- Feature-Level Competitor LossesShows which feature gaps lose deals to each competitor, with mentions from calls, lost-deal notes and ticketsProductMarketingSales
- Gap History After LaunchCharts how a gap's score moved before and after a feature shipped, with the ship date marked on the lineProductMarketing
Portfolio12 capabilities
- Product and Service CatalogManages an Organization's own products and services in a searchable grid with saved views and bulk editsProduct
- AI Field EnrichmentSuggests AI values for a portfolio item's empty or weak fields and saves only the ones a user acceptsProduct
- Channel Readiness and ExportChecks which portfolio items are ready for each distribution channel and exports each channel's feedProductMarketing
- Item TranslationsTranslates a portfolio item's name, short description and description into other languages, by hand or AIProductMarketing
- Portfolio Item ImportImports portfolio items on demand from a connected spreadsheet, CRM query or issue tracker with a previewProduct
- Custom Item AttributesShows editors for the custom fields each portfolio item type defines, with a completeness percentageProduct
- Item Asset LibraryStores the files and links attached to portfolio items in one searchable library filtered by typeMarketingSales
- Item Change HistoryRecords each portfolio item's edits, status changes and links, with field-by-field diffs and restoreProduct
- Item Data Quality RulesChecks every portfolio item against quality rules and flags the errors, warnings and items to fixProductMarketing
- Item Lifecycle and Roadmap LinksMoves portfolio items through draft, active, deprecated and archived and links them to roadmap workProduct
- Public Catalog LinksShares a read-only catalog of active portfolio items through public links with optional password and expiryMarketingSales
- Product VariantsGroups editions, plans and SKUs under their base product through parent and child portfolio linksProduct
Reviews2 capabilities
- Product Review ExplorerBrowses a product's public reviews with segment filters, charts, and a side-by-side comparison with another productProductMarketing
- Feedback TrendsTracks how customer feedback changes over time by volume, company, and topic, so teams see whether fixes workProductCustomer Success
Roadmaps7 capabilities
- Roadmap Board, Calendar, and Grid ViewsDisplays the same roadmap items as a board, list, timeline, calendar, or spreadsheet, with saved viewsProduct
- Roadmap CSV ImportImports a backlog from a pasted CSV with a live preview of rows and errors, so teams leave spreadsheets fastProduct
- Roadmap Item DependenciesRecords which roadmap items block others, so teams see what must finish first before an item can startProduct
- Roadmap Analytics ChartsCharts a roadmap project's progress, status, priority, weekly completion, burndown, and velocity in one tabProduct
- Roadmap Documentation PagesStores vision docs, release notes, and guides as pages beside the roadmap, nested and optionally publicProductMarketing
- Roadmap ProjectsOrganizes each roadmap as a project with a name, identifier, and color that holds its items and settingsProduct
- Personal, Team, and Organization RoadmapsSwitches the roadmap between personal, team, and organization projects, always inside your own OrganizationProduct
Structures2 capabilities
- Vendor Feature Graph and LibraryShows any vendor's products, modules, capabilities, and features as a clickable graph or a library of cardsProductMarketing
- Custom Feature Tree BuilderBuild your own product's feature tree, with the levels you name, by hand or from a connected toolProduct
Competitors
Know how your product stacks up against each rival and how to win.
Competitor 36023 capabilities
- Eight-Dimension Score RadarScores a competitor across eight dimensions in a radar with trends, confidence, lenses and what-ifsProductMarketingSalesCustomer Success
- Competitor Move PredictionsPredicts a competitor's next moves per dimension, each with a probability, a horizon and its evidenceProductMarketingSales
- Competitor Review SummarySummarizes reviews of each competitor product: volume, score, reviewers, themes and sourcesProductMarketingSales
- Competitor Product CatalogLists a competitor's products with review counts, scores and pricing coverage, each opening its recordProductMarketing
- Competitor FinancialsShows a competitor's revenue, cash flow, funding, investors and filings on its Financials tabProductMarketing
- Competitor Profile OverviewSummarizes a competitor at a glance: size, revenue, funding, scores, products, reviews and signalsProductMarketingSales
- Competitive Activity ReportsReports tracked rivals' moves against the prior period as a digest, brief or leadership reportProductMarketing
- Competitor Boards and BattlecardsKeeps a living board and sales battlecards ready for each competitorMarketingSales
- Competitor Technology StackMaps the technologies a competitor builds on, grouped by category and commitmentProductMarketing
- Counter-Move PrescriptionsRanks the best responses to a competitor's predicted moves, grounded in deals and evidenceProductMarketingSales
- AI Answer VisibilityMeasures how often your Organization and each tracked rival appear in AI assistant answersProductMarketing
- Competitor Customer Base and MarketsShows who buys from a competitor, which products each uses, and the markets it targetsMarketingSales
- Competitor Site TeardownsRecords step-by-step walk-throughs of a competitor's site flows, with notes for the teamProductMarketing
- Competitor Record Header and TabsFrames every competitor record with a competitor switcher, headline counts, tracking and the record tabsMarketing
- Competitor 360 ReportExports a competitor's full 360 as a branded 16:9 report with scores, forecasts and prescriptionsMarketing
- Competitor's Own CompetitorsShows who a competitor competes with, from its products' overlap and named rivalsProductMarketing
- Competitor Hiring SignalsReads a competitor's job postings to show which teams grow, where, and how fastProductMarketing
- Competitor Narrative AnalysisAnalyzes the tone, themes and share of voice of a competitor's press coverageMarketing
- Competitor Price HistoryShows how a competitor's list prices and plans changed over timeMarketingSales
- Prediction Accuracy ScorecardScores how often past competitor predictions came true, by dimensionProductMarketing
- Suggested Competitors to TrackSuggests which companies to track as competitors and tracks several at once by categoryMarketing
- Competitor Ad TrackingTracks how a competitor's ads change over weeks, months and quarters, with their copyMarketing
- Competitor Buyer JourneyShows how buyers find, evaluate and choose a competitor, from reviews and signalsMarketingSales
Battlecards39 capabilities
- Competitor 360 Context on the BattlecardBrings the rival's recent changes, predicted moves, your deal exposure and analyst posture onto the battlecardMarketingSales
- Battlecard Saving and SharingSaves battlecards to a personal, team, or Organization library and shares them by tracked link or inviteMarketingSales
- Battlecard Feature ComparisonCompares two products feature by feature with review or AI scores, custom weights, and who wins each oneProductMarketingSales
- Battlecard Pages and LinksRoutes each battlecard, tab, library, and report to its own link so a shared address opens the exact viewMarketingSales
- Battlecard Prompt BuilderBuilds the structured instructions behind battlecard generation and scores how complete the input data wasMarketingSales
- Battlecard Win/Loss IntelligenceShows your win rate against a rival, why you win and lose, and buyer quotes, from your own dealsMarketingSales
- Field Intelligence CaptureCollects what reps learn in live deals into a battlecard's field intel, by edit or from an AI assistantMarketingSales
- Battlecard Context NodesAttaches companies, products, people, and deals to a battlecard as sources the AI reads when writing itMarketingSales
- Battlecard LibraryLists every battlecard as cards or a table, so teams find, filter, and group the cards reps rely onMarketingSales
- Battlecard PulseShows live news and signals for your product, the rival, and the customer on the Pulse tab, with saved insightsMarketingSales
- Battlecard Section FeedbackLets readers mark each tab's AI summary Helpful or Not helpful and say what is wrong, with freshness badgesMarketingSales
- Gap-Closing CommitmentsFor each feature where the rival wins, proposes a commitment a seller can offer: roadmap, contract, services, partner or priceMarketingSales
- Inline Battlecard EditingEdits any battlecard field in place with autosave, so fixes reach every reader without a save buttonMarketingSales
- Battlecard Adoption AnalyticsMeasures how often each battlecard is read and shared, and which tabs and sections reps actually useMarketingSales
- Battlecard Revenue ImpactMeasures whether battlecards move revenue by comparing win rates on deals with and without a battlecardMarketingSales
- Battlecard Usage Event TrackingRecords views, tab time, shares, copies, exports, rewrites, and CRM sends on every battlecard, tied to dealsMarketingSales
- Battlecard PermissionsControls who can create, view, edit and delete battlecards through Organization roles and per-card sharingProductMarketing
- Buyer Movement from ReviewsShows who reviewers cross-shopped each product against, switched from, and left it for, on the Displacement tabMarketingSales
- Battlecard Review Score ComparisonCompares both products' review scores and counts from each software review siteMarketingSales
- Industry Fit and ComplianceCompares how each side fits every industry and use case, and which certifications the rival holds or lacksProductMarketingSales
- Role-Based PlaysTailors battlecard plays to each seller's role, from cold-call openers to demo points and retention playsMarketingSalesCustomer Success
- Weakness Mitigation and RebuttalsPrepares reps to handle weak spots, counter a rival's strengths, and rebut its fear, uncertainty, and doubtMarketingSales
- AI Section RewriteRewrites one battlecard section with AI, following an optional instruction and grounded in reviews and nodesMarketingSales
- Battlecard Executive ViewSummarizes a battlecard for leaders with the executive summary, key insight, Battle Score, and data confidenceMarketingSales
- Evidence-Backed Positioning StatementsTurns battlecard research into talk tracks and counters that cite their sources, toward a cited positioning statementMarketingSales
- AI Battlecard GenerationGenerates a full battlecard for your product against a rival, with optional customer and deal contextMarketing
- Battlecard Action MenuGroups a battlecard's actions in one menu, from refreshing its summary to exporting it as a deck or PDFMarketingSales
- Battlecard Header ControlsKeeps a battlecard's picker, save state with undo, status, generation, and card menu in one header barMarketing
- Battlecard Tab LayoutOrganizes each battlecard into ten linkable tabs: Overview, the eight Battle Score dimensions, and PulseMarketingSales
- Missing Section GenerationFills every empty or placeholder battlecard section with AI in one pass, and flags any it could not fillMarketing
- Battlecard Draft RevisionsKeeps each battlecard draft, published or archived, with its version and who published itMarketing
- Battlecard Header MetricsShows a battlecard's version, status, confidence, completeness, and last refresh in one strip in its headerMarketingSales
- Battlecard Sources and CitationsShows the numbered sources and data confidence behind a battlecard so sellers can check a claim before useMarketingSales
- Buyer Personas and ICPDescribes who buys against each rival, with persona pains, talk tracks, and the ideal customer profileMarketingSales
- Engagement Guidance and EmailsShows when to engage a rival, when to walk away, and the deal profile you can win, so reps invest wiselyMarketingSales
- Rep Quick ReferenceSurfaces landmines, objection handlers, discovery questions, and recent wins for reps during a live callMarketingSales
- Battlecard Pricing and Deal TermsSets out both sides' pricing, negotiation tactics, and contract points so sellers can hold price in a dealMarketingSales
- Battlecard Slide ViewShows a battlecard as a 16:9 deck, one slide per tab, matching what the PDF and slide exports containMarketingSales
- Target Customer and ContactAims a new battlecard at one buyer: a customer company, its industry and location, and its contacts' rolesMarketingSales
Comparisons9 capabilities
- Side-by-Side Competitor ComparisonCompares competitors side by side across the eight Competitor 360 dimensions, with the evidence behind each scoreProductMarketingSales
- Evaluation Matrix WorkspaceOne workspace per comparison: requirements, a feature grid and Product 360 views across the products you compareProductMarketingSales
- Vendor Feature ScoringScores every product on every feature row, with a switchable score lens and the evidence behind each cellProductMarketingSales
- Feature Row SelectionAdds feature rows to a comparison from the PYRAMYD Features list, by search and industry filterProductMarketingSales
- Own Intel and Analyst Report UploadUploads analyst reports to a comparison and logs your own competitive intel, shown with the public analyst viewProductMarketing
- Product Selection and DiscoveryAdds the products to compare, by name or by Discover Products ranking the best scorers on your featuresMarketingSales
- Comparison Link SharingShares an interactive, re-weightable copy of a comparison by link, optionally behind an email, and sets who sees itMarketingSales
- Evaluation Editing and ArchivingRenames a comparison, changes its category and start date, and deletes or archives it from the listProductMarketing
- Priority WeightingSets how much each feature or requirement counts, so a comparison scores products the way the buyer wouldProductSales
Win/Loss20 capabilities
- Feature Gap Revenue CostRanks the product gaps buyers named in lost deals by the revenue they cost, with the open pipeline still at riskProductMarketing
- Loss Reasons with Buyer QuotesRanks why deals were lost and pairs each reason with what buyers actually saidMarketingSales
- Rep Win/Loss LoggingRecords a closed deal as won, lost, or no decision against a rival, with reasons, other vendors, and a noteProductMarketingSales
- Revenue Won and Lost by ReasonSplits each closed deal's value across its reasons, so leaders see which reasons win and lose the most moneyProductMarketing
- Win Rates, Pipeline Risk, and Rep UsageTracks win rate by competitor, the risk on open deals, and how reps use battlecards and handle rivalsMarketingSales
- Segmented Win/Loss BreakdownBreaks won and lost deals down by deal size, industry, company size, and persona, with win rate and lossesProductSales
- Buyer-Named Competitor DiscoveryCompares the rivals buyers name in interviews with the CRM competitor field and flags rivals no one tracksProductMarketingSales
- Competitor Review Strengths and WeaknessesTurns a competitor's public reviews into what buyers praise and criticize, why they leave, and what they considerProductMarketing
- Win/Loss Executive ReportDownloads a ready-made PDF for leaders with win rate, revenue won and lost, top loss reasons, and rival resultsMarketingSales
- Lost-Deal Battlecard GapsLists the rivals you keep losing to that have no battlecard or only a stale one, ranked by lost revenueMarketingSales
- Customer Quote LibraryCollects buyer quotes from win/loss interviews and surveys, searchable and ready to copy with their sourceMarketingSales
- Win/Loss Filters and Saved LensesFilters every Win/Loss tab by competitor, outcome, and time range, and saves those filters as named lensesMarketingSales
- Interview Question YieldShows which interview questions produce useful answers and where buyers drop offProductMarketing
- Win/Loss Program TemplatesStarts a win/loss program from a template: a matched buyer survey and AI interview campaignMarketing
- Win/Loss Connected DataChooses which products, companies, and reviews Win/Loss analyzes, so its review mining covers what mattersMarketing
- Feature Mention Link ReviewLets a person link buyer feature mentions to your feature list, so feature gaps and revenue add up correctlyProductMarketing
- Lost Revenue by CompetitorRanks competitors by the revenue lost to them, as a bar chartMarketing
- Shareable Win/Loss LinkCopies a read-only link to the current Win/Loss view to share with people outside PYRAMYDMarketingSales
- Suggested Actions from Win/Loss ThemesTurns recurring win/loss themes into proposed actions that a person approves or dismissesProductMarketing
- Top Win DriversRanks the reasons behind won deals by how many deals cite themMarketingSales
Discover1 capability
- Competitor Buyer DiscoveryProfiles who buys a competitor from its reviews and finds companies and contacts like themMarketingSales
Accounts
Know your customers and deals, and what it takes to win and keep them.
Account 36012 capabilities
- Customer Feedback ThemesGroups what your own customers tell you in surveys, calls, interviews, and tickets into themes with quotesProductCustomer Success
- Account Record PageFrames every account record with a find-and-track box, ten tabs, and actions to enrich, weight, refresh, and exportSalesCustomer Success
- Account Company ProfileProfiles an account's company: headquarters, size, revenue, funding, valuation, and identity codes on its Overview tabSalesCustomer Success
- Account Review AnalyticsAnalyzes the public reviews an account's employees write about the software they use, by score, source, and roleSalesCustomer Success
- Customers Board with Review Score TrendA board card of ICP segments, review score shifts and trend, deals closing soon, and what buyers sayMarketingCustomer Success
- Churn Risk with ReasonsShows an account's private churn read with its reasons, and recommends retention and expansion plays to act onCustomer Success
- Account Contacts and IndustriesMaps an account's buying committee and public contacts by function and seniority, with each person's page and industriesSalesCustomer Success
- Account Expansion ReadoutFinds cross-sell openings at an account from its stack gaps, rival tools it dislikes, and its public buying signalsSalesCustomer Success
- Saved Quarterly Business Reviews (QBRs)Generates a quarterly business review for an account and saves it as a document to reopen, edit, and shareSalesCustomer Success
- Account News and SignalsShows news and detected signals for one account on its Pulse tab, filtered by category, each with its sourceSalesCustomer Success
- Account Products in UseLists the software an account runs, found from detected technologies and its employees' own reviewsSalesCustomer Success
- Account Technology StackTags the technologies detected at an account and matches them to products it uses on the Adoption tabSalesCustomer Success
Opportunities16 capabilities
- Opportunity PipelineLists every opportunity with search, filters, charts, deal results, and what is due, overdue, and budgetedSales
- Requirement-Level Proposal AnswersAnswers an RFP requirement by requirement, with a compliance level, notes, evidence, and history on every rowProductSales
- RFP Response DashboardShows every in-progress RFP with progress, deadlines, answer sources, win results, and coverage gapsProductSales
- Bid Decision ScorecardScores an RFP's fit from feature coverage and win history, then records Pursue, Caution, or DeclineProductSales
- Company Knowledge BaseKeeps your security, pricing, and messaging answers and documents once, so AI-drafted RFP answers quote themMarketingSales
- APEX RFP Response DraftingDrafts answers to every RFP requirement in one pass, or one at a time, and summarizes coverage, fit, and riskProductSales
- My RFP AssignmentsLists every RFP requirement assigned to you across opportunities, with due dates, a calendar feed, and task syncProductSales
- Response Reviewers and Answer LibraryAssigns RFP requirements to teammates with due dates and a review chain, and reuses a library of answersMarketingSales
- RFP Workspace HeaderTracks the opportunity, shows who else is in it, and pins records as context for AI-drafted answersMarketingSales
- Vendor Fit ScoringScores each candidate vendor against an opportunity's requirements and re-ranks them by the weights you setMarketingSales
- Opportunity Deal TrackingTracks an opportunity as a deal so its changes reach your tracked list, with deal tips on the Battlecards pageMarketingSales
- Public Security Trust PagePublishes your approved security answers as a public page buyers can read, or request access to, before an RFPMarketingSales
- Opportunity Creation and EditingCreates an opportunity with its customer, contacts, dates, competitors, and RFP files in one windowSales
- RFP Response WorkspaceShows the buyer's RFP details beside your answers, tab by tab, so bid teams finish and submit on timeSales
- Filled RFP ReturnReturns the buyer's own RFP file with your answers filled in, a clean copy, or a buyer linkSales
- Opportunity Due-Date TimelineCharts each opportunity's window from start to proposal due as a bar, with a reminder button per rowSales
Engagement11 capabilities
- AI Voice InterviewsRuns AI-led buyer and seller interviews by voice or text over a link, with transcripts and themesProductMarketingSales
- Survey Results and AI ThemesShows a survey's responses, NPS, charts, and an AI summary of themes and sentiment, with exportsProductMarketingCustomer Success
- Survey Publishing and LinksPublishes a survey and gets it to people: public link, single-use links, email and Slack invitesProductMarketingCustomer Success
- Interviewed-Deal Win Rate LiftCompares the win rate of closed deals that got a win-loss interview with those that did notMarketingSales
- Survey BuilderWrites a survey by hand, from a template, or from a plain-language goal with AI, and previews itProductMarketingCustomer Success
- AI Practice Interview RoomA live room where a rep practices a sales call with an AI buyer by voice or textSalesCustomer Success
- Interview Deal OutcomesTies each interview to its deal: stage, value, close date, the final outcome, and follow-upsMarketingSales
- AI Practice Interview SetupDefines a practice interview: buyer persona, product, scenario, difficulty, weights, and AI questionsMarketingSales
- Win/Loss Program CoverageShows the win-loss funnel from closed deals to reachable, contactable, interviewed, and surveyedMarketing
- AI Interview ScoringScores a finished practice interview overall and by skill, with strengths and areas to improveSalesCustomer Success
- Engagement Connector UnlocksShows which engagement features your connected tools already turn on, and which are one connection awayProductCustomer Success
Discover3 capabilities
- Ideal Customer Profile BuilderBuilds an ideal customer profile from a product's reviewers, scores accounts against it, and finds lookalikesMarketingSales
- Reviewer Buyer ProfilesProfiles the buyers behind a product by industry, company size, and job role, built from its reviewersProductMarketingSales
- ICP-Fit Account DiscoveryFinds companies whose staff review a rival's product, prospect companies, and their decision makersMarketingSales
APEX
Ask on any page and a specialist agent answers with the sources behind it, in the app, your browser, and your documents.
Agents and chat39 capabilities
- Chat Panel and ViewsOpens a chat with APEX from any page as a floating panel, a pinned sidebar or a full-screen canvasProductMarketingSales
- Specialist Agent RosterGroups the specialist agents behind APEX, from reviews and win/loss to dashboards and modelsProductMarketingSales
- APEX Insights BandGenerates cited AI insight cards on each 360 record and comparison by lens, with feedback and share linksProductMarketingCustomer Success
- Model, Agent, and API Key ChoiceLets a person pick the AI model tier, lock a chat to one specialist, choose a graph and use their own AI keyProductMarketingSales
- APEX Canvas and Visual AnswersOpens a full-screen APEX Canvas with tabs for nodes, tables, charts, graphs, sources, notes, files and runsProductMarketing
- Saved, Branched, and Shared ChatsSaves every APEX chat so people can reopen, rename, tag, branch or share it and recall past decisionsProductMarketingSales
- Work Tools by AreaBuilds and scores ideal customer profiles, runs prediction models and searches connected apps in chatProductMarketingSales
- Actions Across the AppCreates and opens battlecards, documents, graphs and roadmap items from chat without leaving the pageProductMarketingSales
- Context BasketPins chosen nodes, documents, files and rows as the context APEX writes from, with or without the pageProductMarketingSales
- Specialist Hand-OffRoutes part of a question to the right APEX specialist and returns its answer to the same chat threadProductMarketingSales
- Chat File AttachmentsAnswers questions from files attached to an APEX chat and keeps them searchable in later chatsProductMarketingSales
- Module and Record Page BridgesConnects APEX to each module and record page so it sees what is shown and runs that page's own actionsProductMarketingSales
- Screen ContextShares the open record, selection, filters and visible data with APEX so requests need no explainingProductMarketingSales
- Studio Tab BridgeConnects APEX to the open Studio tab, graph and item and adds about 194 tab actions to the chatProductMarketing
- Curated List LookupSearches PYRAMYD's curated lists of industries, roles, features, processes and metrics from chatProductMarketing
- Entry Points and Outside Assistant AccessRoutes ready-made questions from page buttons to APEX and connects APEX to outside tool serversProductSales
- Graph-Connected SearchExplores how nodes connect, finds paths between two companies and widens text search along the graphProductMarketing
- News, Digest, and Alert AnswersAnswers what is new on a competitor from curated news, competitive digests and severity-tagged alertsMarketingSales
- Sales and Win/Loss AnswersAnswers sales questions from battlecards, win/loss interviews, sales calls and an account's CRM dataMarketingSalesCustomer Success
- Semantic Review and Feature SearchSearches reviews and product features by meaning to answer product questions with quoted evidenceProductMarketing
- Step-by-Step PlansPlans a bigger task as a set of steps, marks progress on each one and closes with a written summaryProductMarketing
- Survey and Interview ActionsCreates, generates and publishes surveys by chat, reads their results and records interview outcomesProductSalesCustomer Success
- Voice Conversation, Dictation, and Read AloudTalks with APEX by voice, dictates messages, and reads replies aloud in the person's chosen voiceMarketingSalesCustomer Success
- Web Search and ResearchSearches the open web and researches a topic with cited sources; web search is on unless switched offProductMarketing
- How-To and Onboarding AnswersAnswers how-to questions in APEX from PYRAMYD's own user guides and suggests onboarding steps by personaProductMarketingCustomer Success
- Human-in-the-Loop Change ApprovalHolds APEX changes to relationships, deletions and bulk updates until a person approves them in chatProductMarketing
- Node Lookup and RelationshipsFinds nodes by name across a graph, reads their full records and suggests related companies and productsProductMarketing
- Node Selection ContextDirects APEX to the open record, a Studio canvas selection or any nodes picked through a typeaheadProductMarketing
- Record Type AwarenessExplains each PYRAMYD record type, its fields and page, and fetches or searches a person's own recordsProduct
- Page-Aware Suggested QuestionsSuggests ready-made questions on the APEX welcome screen that change with the page and open recordMarketingSales
- Smart Actions, Slash Commands, and Tool DiscoveryShows what APEX can do on a page: twelve slash commands, Smart actions in the + menu and a tools dialogProductMarketingSales
- Alert Inbox ActionsMarks filtered alerts read, snoozes alerts and manages alert rules by chat while the Inbox is openMarketing
- Battlecard SpecialistAnswers battlecard questions from card sections, reads and refreshes win/loss, and drafts new sectionsMarketingSales
- Battlecard Page ActionsOpens, creates, duplicates, publishes and archives battlecards by chat on the Competitors battlecard pagesMarketing
- Battlecards Dashboard BuilderBuilds a two-page battlecards dashboard of card counts, competitors and confidence from one chat requestMarketing
- Long-Running Job ProgressTracks the progress of searches, multi-step plans and document extractions that APEX runs for a personProductMarketing
- Opportunity Insight SummarySummarizes an opportunity's requirements, communications and competitors and reads its matrices in chatMarketingSales
- Working Memory and RecallKeeps a live note of the current plan, specialist and recent searches at the top of each APEX chatProductMarketing
- Support Tickets and Help ArticlesFiles support tickets and bug reports with diagnostics from APEX and searches PYRAMYD's own help articlesProductCustomer Success
Browser extension and add-ins6 capabilities
- Command Palette SearchSearches pages, settings, tracked competitors and nodes from anywhere with Cmd or Ctrl+K and opens resultsProductMarketingSalesCustomer Success
- APEX Document Writing BridgeDrafts grounded text with APEX and inserts it straight into an open document or a web form being filledProductMarketingSales
- Web Page and Clip CaptureCaptures highlighted text, reusable snippets and whole web pages into PYRAMYD with the page they came fromProductMarketing
- Requirement and Form AutofillDrafts answers to a customer's requirement list with verdicts and citations, and fills live web formsSalesCustomer Success
- Cloud Office Sidebar IntegrationConnects Google Docs, Sheets and Slides to PYRAMYD so APEX writes text and drafts RFP answersMarketingSales
- Desktop Office Add-InConnects desktop Word, Excel and PowerPoint to PYRAMYD so APEX writes text and drafts RFP answers in placeMarketingSales
The Platform
Sharing, tours, notifications, sign-in, and the review data under every page.
The Platform10 capabilities
- Node Access and Share LinksShares any record a person owns with named people, teams or a link, by role, from one Manage Access windowProductMarketingSales
- Public Review DataReview counts and scores from the major software review sites, per productMarketingSales
- Guided Page ToursWalks each signed-in person through the page they are on with a step-by-step tour, started from Help › Take a tourProductMarketingSales
- Universal Node CardShows any node's details in one card, opened from its menu, for record types without a 360 page of their ownProductMarketingSales
- 360 Record Export and SharingExports a Competitor, Account or Product 360 as a branded deck or PDF, or shares it by a public linkProductMarketingCustomer Success
- In-App Notification BellCollects signal alerts, RFP assignments, mentions and share-link opens in one top-bar bell with an unread countProductMarketingSales
- Tracked Portfolio OverviewShows the competitors, products or accounts your team tracks, with what needs attention and the latest signals and newsProductMarketingCustomer Success
- Value Sources and Data Issue ReportsShows where each value came from and how fresh it is, and lets members report a wrong or outdated valueProductMarketingSales
- Account Sign-Up and Sign-InSigns people in to PYRAMYD and lets new people request Early Access, with email confirmationProductCustomer Success
- Organization SwitcherSwitches between a personal workspace and each Organization a person belongs to from the avatar menuProductCustomer Success
Reports
Battlecards and 360 reports to order, read, download, and share.
Reports8 capabilities
- 360 Report Ordering with TokensOrders a Competitor, Account, Product or Market 360 report for a fixed 75,000 tokens, charged only on deliveryProductMarketingCustomer Success
- Bought Report Viewing and DownloadOpens a bought battlecard or 360 report in the Reports library, downloads it as a PDF or slides, and edits it with AIMarketingSalesCustomer Success
- Battlecard Ordering with TokensOrders a battlecard for a product against a rival with a token estimate and the least and most to spendProductMarketingSales
- Reports LibraryCollects every battlecard and 360 report a customer bought or was shared in one library at reports.pyramyd.aiMarketingSalesCustomer Success
- Owner-Paid AI on Shared ReportsBills every AI action on a shared report to its owner within a per-editor cap; readers not shared get stored textMarketing
- Report Sharing and Update DeliveryShares a report with named people or a password link and chooses who gets the email when it is rebuiltProductMarketing
- Reports Account SettingsShows a reports customer's email and plan and handles sign-out, billing and the move to the full platformProduct
- Guest Report CheckoutSells one battlecard to a buyer with no account for $90 and emails it with a one-time link to keep itMarketingSales
Plans and administration
Billing, people, access, and the AI tools your Organization connects.
Organization8 capabilities
- Organization Plan and SubscriptionShows the Organization's plan, status, and seats, and lets owners and admins choose, change, or manage it in StripeProduct
- Member and Team ManagementManages who is in your Organization: invitations, roles, removals, join requests, seat use, and teamsProduct
- Organization AI Usage and SpendTracks AI credits and cost across the Organization by model, service, and member, with on-demand spendProduct
- Organization Invoices and Usage ChargesLists the Organization's Stripe invoices by billing cycle, with included and on-demand AI usage shown apartProduct
- Member Hub AccessAssigns each member the hubs an Organization bought, counting licensed hub seats as an owner switches them onProduct
- Organization Brand ColoursApplies one brand colour, optional element and chart colours, and your logo across your OrganizationProductMarketing
- Access ControlControls who gets into your Organization and what they see, through roles and sharing levelsProduct
- Organization Profile and Trash RetentionEdits the Organization's name and description and sets how many days deleted items stay recoverableProduct
Workspace settings5 capabilities
- AI Assistant Actions AccessConnects outside AI assistants to battlecards, competitors, signals, and deal tips through a scoped, expiring tokenProductMarketingSales
- Reusable Prompt LibraryStores reusable prompts that teams attach to models and reuse in agent flows and custom APEX lensesProductMarketing
- Extension and Add-In InstallationInstalls the browser extension and Office and Google add-ins by download, one-click add-on, script, or managed policyProductSales
- Credentials VaultStores the API keys and tokens your connectors and agents use, with reveal, label edits, expiry, and revokeProduct
- Battlecard Read API for AI AgentsAnswers outside AI agents' battlecard requests through a scoped token, fetching one card or searching allProductSales
Personal settings5 capabilities
- Personal Workspace BillingA personal workspace's plan, checkout, invoices, and credit packs; with an Organization open, your usage and planProduct
- Alert Delivery PreferencesSets how alerts reach you: minimum severity, digest cadence, quiet hours, muted categories, and channelsMarketingSales
- Add-In Token ConnectionConnects the browser extension or Office add-in to your account with a scoped personal token you can revokeProductSales
- Linked Emails, Sharing, and VoiceLinks and verifies corporate emails that switch on Organization sharing, and sets how APEX speaksProduct
- Personal Profile and PhotoUpdates a person's photo, name, job role, company, and country so shared work and APEX know who they areProduct
Start with Workspace and the hub your team needs
Workspace comes with every plan. Starter adds one hub; Growth brings all four.