Say goodbye to spreadsheets and tedious processes. Bagel centralizes all the potential business impact and context behind every idea (roadmap item) and gives you, the product manager, the tools to drill into each of its customer evidence.
Benefits
Use Bagel AI Assistant to tap into blind spots and find more customers
Tap into the business context behind each idea (i.e. accounts, opportunities, etc.)
Get the actual customer evidence for better root cause analyses (transcripts)
Make better, factual decisions about what to build next
Step-by-step guide
Select the idea to assess
1) Go to ideas page
2) Click on the idea to assess and/or enhance
Review idea properties
3) Idea title and description are located on the top of the screen (click on each to edit)
4) Idea properties are located below the idea description (click on each to edit)
Tip: To add/amend idea properties please contact Bagel support team via the chat
Assess idea impact
5) Below the idea properties are highlights of idea impact by each account type (prospects, customers, end churned accounts)
5.a) Total # of accounts and opportunity $ amount
5.b) Two charts showing:
The priority distribution among the related opportunities
The plan distribution among the related accounts
5.c) Top accounts table (showing top 3 accounts by opportunity $ amount)
Tip: To add/amend idea impact fields please contact Bagel support team via the chat
Review validated evidence
6) Below the idea highlights is a table with all validated evidence (evidence that were approved by the Product Manager). Click on each of the evidence to drill further about its content
Tip: Evidence can be one of three types: opportunity, conversation, internal. Learn more about evidence
Manually add a (validated) evidence
7) To manually add a validated evidence click on the + sign on the top-right side of the evidence table
Find blind spots with Bagel AI
8) Leverage Bagel AI to find and add additional customers who share the same product need or pain. Find these suggestions on the right bar, under suggested evidence section:
8.a) Click on add to add this customer evidence to the validated evidence list
8.b) Click on dismiss to remove that suggestion
Tip: Dismiss actions are of high value as Bagel AI Assistant automatically learns and improve based on these actions. Therefore, the more you interact with Bagel AI Assistant the better suggestions it will provide.
Validate new requests
9) All pending requests coming from go-to-market that were linked to this idea are located on the right bar, under pending requests section:
Tip: Learn more about how to validate a pending request