Exploratory research · ServiceNow

Why sellers walked away from their AI assistant.

Sales Assist could answer a seller's question in seconds — yet almost nobody used it. I sat down with sellers one-on-one to find out what was keeping them away, and what would bring them back.

6

1:1 seller interviews

4/5

didn't know how to write effective prompts

5/5

dissatisfied with response accuracy

3/5

found outputs overly verbose

What we asked

Understand the seller before tuning the model.

  • How do sellers perceive Sales Assist, and why is adoption low?
  • How do sellers write prompts, and how do they judge whether an answer is right?
  • Where should the assistant live — and what would make sellers come back?
  • Mental models

    Sellers' conceptualization of, and motivations for, engaging with Sales Assist — what they expected it to be for.

  • Input methods

    How sellers actually enter prompts: most prompted like they were talking to a human, or like they were using search — and didn't know the ideal prompting techniques.

  • Output feedback loop

    How sellers check that an answer is accurate and desirable. Novice sellers often didn't test enough and trusted inaccurate responses.

How we ran it

Method
1:1 interviews over Zoom, walking through Sales Assist live
When
Nov 18 – Nov 28, 2023
Participants
6 sellers: Account Executives, Solution Sales Executives, and a Renewals Account Manager
Geos
Americas (3) and EMEA (2)
Focus
Perception and low adoption, feedback on AI-generated responses, and integration in existing tools

Key findings

Prompting is a foreign language

4 of 5 sellers weren't using Sales Assist for one simple reason: they didn't know how to create effective, efficient prompts. Prompting is a new way of interacting with AI, and nobody had taught it.

Broken answers break trust

All 5 sellers were dissatisfied with the platform's responses, citing accuracy and trustworthiness. That dissatisfaction created a barrier to entry — sellers were discouraged from ever returning.

Meet sellers where they work

3 of 5 sellers recommended integrating Sales Assist directly within Dynamics; others wanted it in the Sales Success Center or Tableau. A standalone platform was an entry point nobody remembered.

Paragraphs don't sell

3 of 5 sellers found the outputs overly verbose — lengthy paragraphs where a tabular layout or bullet points would have been far easier to read and act on.

Novices don't fact-check

Sellers who didn't test the system enough trusted inaccurate responses and shared wrong information with customers — turning an assistant into a liability in front of a buyer.

Accessibility is missing

Key functionality like translation, read-aloud, and spell check was absent, limiting adoption for sellers with different needs and abilities.

What sellers were missing

  • Training — no guidance existed to teach prompting techniques, so most sellers never learned the platform.
  • Socializing — sellers were unaware of Sales Assist's current capabilities, limitations, and future use cases.
  • Fact checking — inaccurate responses forced sellers to other resources and slow manual verification.
  • Accessibility — for sellers with disabilities, the missing features alone kept adoption at zero.
Flat illustration of an AI assistant chat panel beside a sales pipeline board, with a prompt bar and a tabular answer

In their words

This is totally inaccurate. I shared this information with the customer and ended up feeling embarrassed, had to clean the mess.

Account Executive

This doesn't help me; Enterprise Bing AI gives me a much more detailed response.

Account Executive

Would have expected to see some reference links.

Account Executive

This is exactly what I would have expected to see.

Renewals Account Manager

What I recommended

Adoption wasn't a feature problem — it was a teaching, trust, and integration problem. Six moves to fix all three.

  1. 01Run comprehensive training sessions on Sales Assist utilization and effective prompting, tailored to sellers' daily workflows.
  2. 02Offer output formats sellers prefer — tables and bullet points — to improve readability and usability.
  3. 03Enhance the tool to retrieve data from Dynamics for more comprehensive, contextually accurate responses.
  4. 04Let sellers upload transcripts from customer meeting recordings and search for specific information within them.
  5. 05Integrate a robust fact-checking mechanism to raise the reliability and accuracy of generated responses.
  6. 06Add accessibility features: translation support, text-to-speech read-aloud, and spell-check, for inclusive usability.

Next steps

Conduct trainings and demos so sellers understand the platform — its capabilities and its limits — and adoption climbs.

Get feedback from more sellers and APJ representatives to map the full range of expectations.

Work with product to prioritize the opportunities sellers themselves suggested.