Skip to content
  • There are no suggestions because the search field is empty.

Power Accord Intelligence With Your Sales Methodology

This article covers how to add your sales methodology documents to power Accord Intelligence and agents with additional context.

Table of Contents

  1. Power Accord Intelligence With Sales Methodology
  2. Adding Sales Methodology Documentation to Accord

Power Accord Intelligence With Sales Methodology

Sales teams win when everyone runs the same playbook. Upload your sales methodology documents to ground Accord Intelligence in how your team actually sells. Once added, your methodology informs every AI-powered output so guidance always reflects your specific framework rather than generic best practices.

Adding Sales Methodology Documentation (Admins)

Workspace admins can add methodology documentation at the workspace level by navigating to Settings > Accord Intelligence > Sales Methodology.

Screenshot 2026-05-20 at 1.27.20 PM 

Admins can choose to either upload their own documentation (PDF, DOCX, TXT) or choose from one of the provided starter templates. We currently provide starter templates for MEDDIC, SPICED, Challenger, and Value Selling.

In a single-click each template auto-populates a full framework doc with discovery questions, coaching guidance and more.

Screenshot 2026-05-20 at 1.28.17 PM

Docks are processed upon upload (or template selection) and leveraged by all Accord Intelligence features and agents.