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Documentation Index

Fetch the complete documentation index at: https://docs.trailercast.io/llms.txt

Use this file to discover all available pages before exploring further.

Find it at: Settings → AI Personalization
This form teaches TrailerCast’s AI everything it needs to know about your business, what you sell, who you sell to, what matters to your buyers. Every AI feature in the product reads it.
Don’t skip this. Every output (moment selection, summaries, deal briefs, Ask Winter, narration) is meaningfully better when this form is filled out. Pre-form output is generic; post-form output is yours.

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The five fields

One paragraph. Not a marketing tagline, describe the product like you’d describe it to a smart friend at dinner. Include the actual product name, the workflow it replaces, the kind of buyer who pays for it.Example:
TrailerCast is a meeting recording tool with AI analysis built in, plus an AI Sales Experience Platform layered on top. We record sales calls, transcribe them, run AI summaries (key takeaways, objections, qualification verdict), and turn the demo portions into 10–15 minute highlight trailers sales reps can send to prospects in 3 minutes instead of 30. Buyers are VPs of Sales at B2B SaaS companies.
Job titles + company size + any other qualifying detail.Example:
VP of Sales or Head of Revenue at B2B SaaS companies with 50–500 employees, ideally with at least 5 sales reps and a structured outbound motion.
Free text. Specific is better than generic.Example:
B2B SaaS, sales tooling category. Adjacent to Gong / Avoma / Chorus but focused on the prospect-facing follow-up surface, not internal call coaching.
3–5 bullets in your own words. The phrases your team actually uses on calls.Example:
• Cut prospect follow-up time from 30 minutes to 3 minutes. • Show prospects what THEY care about, not the same generic deck. • Give your AEs an unfair information advantage with engagement signal. • Replace decks + Looms + email threads with one Buyer Space link.
3–5 bullets, what your buyers say is broken before they meet you.Example:
• Reps spend hours making follow-up videos that prospects don’t watch. • Pipeline visibility is muddy because nobody knows what prospects actually engage with. • Outbound emails get ignored because they’re text-only. • Deal handoffs lose context because nobody re-watches the discovery call.

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Why this matters

Without the form filled out, the AI runs on a generic system prompt and produces output that could come from any AI, usable, but not yours. With the form filled out, the AI:
  • Emphasizes moments that align with your stated value props
  • Frames summaries in your industry’s language
  • Picks up signal phrases specific to your buyer
  • Avoids generic framings that don’t fit your category
You’ll see the difference within your first 2–3 demos.

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Updates take effect immediately

You can update this form any time. The next AI call after you save uses the new values immediately, no waiting, no redeploy.
Revisit your form quarterly. Positioning evolves, and the form should evolve with it. Especially after a strategic shift (new ICP, new pricing tier, new value prop), update the form first, then process new demos.

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Best practices for filling it out

  • Be specific. “Reps waste time” is generic. “Reps spend 30 minutes per follow-up making custom Loom videos that prospects open once” gives the AI something concrete to weight against.
  • Use your buyers’ words. If they say “discovery call” not “qualifying call,” put that.
  • Don’t oversell. This isn’t a marketing page. The AI works better with realistic framing than puffed-up claims.
  • Cap at ~150 words per field. The AI reads the whole thing on every inference; verbose context is wasted budget.

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What’s next