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Generative AI is making waves across the workforce, but the application that’s often top-of-mind is content creation and storytelling—think: drafting sales emails and honing pitches. In fact, according to a 

, this is one of the most common uses of AI among salespeople—along with data analysis and automating personalized communications.

But generative AI has the potential to improve many more sales team workflows, including onboarding and training—an area in need of attention from sales leaders in remote or hybrid environments. According to a 

, 39% of sales leaders say remote work has rendered their onboarding process obsolete, and only 26% say their onboarding process is customized to adjust to a new hire’s strengths and weaknesses. New AI tools promise to optimize the sales training process, from creation of materials to ongoing coaching. Here are some of the latest AI innovations transforming sales training.

AI can transform the training process from onboarding to ongoing development. Here are a few of the best ways to incorporate AI for sales training:

As a sales leader, creating onboarding materials for new hires requires a big investment of your time. Allego reports that about half of onboarding happens asynchronously—which means you’re responsible for creating or overseeing the creation of all the materials needed for self-guided learning. You’ll likely need to compile both video and written resources, and make them accessible on multiple devices, including mobile. But a typical slide deck is less-than-ideal for a mobile screen.


Tome’s AI-powered canvas offers an innovative medium for training materials that blends the page-flipping, visual format of a slide deck with the infinite scroll capability of a web page. Tome's pages can support 

, so you can include everything from videos to charts and graphs to quizzes. Video narration allows you to highlight critical context that might not come through in a deck’s static content, ensuring nothing gets lost in your asynchronous training.


Designed templates also allow you to quickly create everything from one-sheeters to case studies to lengthy training presentations, and Tome’s AI also helps you get to a first draft more quickly, creating pages, images, and text based on your prompt in seconds.

Professional Templates for Sales Teams

Sales Sell Sheet

Sales Report

Sales Pitch

Sales Enablement Program

Role play is a classic sales-training technique. It allows new hires to practice real-world scenarios and develop their sales skills without risking live opportunities.


Role playing typically requires you to pair new hires with seasoned sales professionals to play scenarios that follow or are inspired by a script. AI is now enabling sales teams to use conversational bots in place of a human role-playing partner—which keeps the more senior members of your sales team focused on selling, while new hires practice with a bot.

“In order to get significantly better at having conversations, you have to have about 30 of those conversations with that same buyer persona,” Bryant University professor and RNMKRS cofounder Dr. Stefanie Boyer 

 uses cartoonlike animated AI bots to simulate real video calls; other apps, like 

, place sales reps on video calls with a “live action” chatbot that looks remarkably like an actual human (though their robotic voices give them away).


When conversing with a bot instead of a human training partner, new sales reps might feel less afraid of making mistakes or wasting their practice partners’ time during these training sessions. As a bonus, most sales-training software offers actionable feedback during or immediately following the role-play session. The Second Nature app, for example, flags sales reps’ use of filler words.

Personalization and continuous learning are two big drivers of sales team success. But it can be challenging to keep track of individual coaching needs, let alone provide every team member with personalized help. According to Salesforce's 2022 report, only 26% of sales professionals receive weekly one-on-one coaching.


AI-powered sales coaching can help fill this gap. Instead of listening to hours of recorded calls and providing feedback after the fact, an AI sales coach can provide real-time feedback and talking points during a sales call. As a manager, you can’t listen to every sales call, but your AI assistant can.


 feature, which transcribes calls as you speak and drops notes like “You’re speaking too fast, slow down!” throughout the call. It also shares relevant information when triggered by key phrases. For example, if a customer mentions a competitor, the AI assistant can provide data or a case study showcasing your company’s advantage over the competition.


, which tracks delivery metrics like talk ratio, longest monologue, longest customer story, interactivity, and patience. It can also track content based on keywords and phrases, yielding insights like “top performers talk 30% more about security.” At the end of the call, Gong makes AI-powered recommendations based on both content and delivery.


 tracks tone, speed, key terms, and restricted phrases in real time and then uses AI to provide a score out of 10 plus actionable insights about a pitch like “it could benefit from providing more specific examples.”


Dialpad, Gong, and SalesHood also allow you to develop a custom training program based on AI-generated analysis of team performance. Their AI component can help you identify example calls and organize them into folders or paths to create an on-demand training library. For example, Gong uses AI to transform your winning reps’ approach into a playbook that other people on the team can use.

4 considerations for incorporating AI into your sales training process

Before implementing AI into your sales training, there are a few things to consider.

First and foremost, AI tools should solve problems for you and your team. Take stock of the pain points that are creating friction or impacting performance. For example:

Do your training materials suit your current workforce and policies?

 If your team is remote or hybrid but your onboarding materials rely on in-person seminars, you might want to consider a refresh, adding video and/or interactive elements.

Consider also asking recently hired teammates for feedback on the materials or using a quiz to assess information retention. If the materials are falling flat, you might want to revisit them. Tome can help you quickly overhaul your training decks with professionally-designed templates and 

, and ensure it’s optimized for any screen size.

Are new team members taking too long to reach productivity?

, it can take nine months for sales reps to reach competency and 15 months to become a top performer. If it takes upwards of a year for new hires to start contributing to the bottom line, you might consider new ways to improve time to productivity, such as offering personalized coaching, increasing role-playing opportunities, and tracking and analyzing training progress using AI tools.

Does your training program scale (and do you need it to)?

 AI can help you unlock scale for a rapidly growing team. Using bots as practice partners rather than humans allows a theoretically infinite number of sales reps to role-play sales scenarios on their own schedules. AI tools can also help automate your feedback loop with reps in training by providing real-time and aggregated insights. Finally, if the volume of materials you need to create has increased dramatically, Tome’s gen AI-assist can help you create more, faster.

2. What capabilities does your current tech stack have?

Sales teams can actually suffer from having too many tools—they can create confusion and fragmentation, and can lead to overspending. According to Salesforce's 2022 report, 66% of sales reps say they’re overwhelmed by too many tools. The average number of tools in a company’s sales tech stack is 13, but on average, salespeople use just eight of those tools regularly, according to a 

Before adding new software to your tech stack, take stock of your current tools. How many tools does your team currently work with? What do those tools allow your team to do, and where are there gaps? Finally, could adding a new tool also create an opportunity for retiring an older one that’s under-used?

You won’t know whether an AI tool works for your sales team if you don’t have specific metrics to measure the success of the tool.


Maybe your goal is for sales managers to spend less time training new hires. Set actionable, measurable goals, like decreasing the time managers spend on training by 20% or reducing new hires’ ramp-up time by 10%.

4. How will you drive adoption on your team?

, 53% of sales team members do not know how to get the most value out of gen AI at work. A tool can look great on paper, but if your team can’t use it confidently, even the most impressive tool will end up ignored. 

Before implementing any new tool, make sure you have a plan to educate the team about how to use it and a way to track adoption. When choosing a tool, you might also consider how intuitive the tool is to use. If a tool is more complicated, find out if the company provides training sessions, and determine whether training your team in this new technology is a worthwhile endeavor. Your team may actually be excited to learn how to use these new tools—that same Salesforce survey found that 63% percent of sales team members expect training in 

AI is a game-changer for sales teams, offering innovative solutions for training, 

 Discover how sales teams are leveraging Tome to stay ahead in this AI-driven era.

Learn more

Use Tome's AI to draft sales pitches, RFP responses, case studies, or any topic in seconds.

Tome for Sales

How Sales Leaders are Using Generative AI to Train Their Teams

Time moves faster in the world of social media. For Karin Kildow, founder and CEO of  

 a social media agency for high-profile athletes like DeAndre Hopkins and Patty Mills, every second counts.

While content creation is a large part of her job, Karin also teaches clients and employees her proven framework for stellar content. Instead of teaching in real time, Karin created a sleek and interactive tome titled, 

How to Craft a Winning Social Media Strategy

, to take the training off her hands. Keep reading to learn why we think Karin’s tome works so well, and how she uses key Tome features to build her modern training guide.

Karin Kildow

CEO and founder, The Content Capital Group

Record narration: Deliver information without walls of text

Cover pages are usually straightforward, but Karin adds a personal touch by recording video of herself introducing her tome and its purpose. Her voiceover also plays a significant role on nearly all of her tome’s sleek pages. 

This allows Karin to highlight key points and add information without overwhelming the user with too much text. And because the recording appears as a bite-sized video at the top corner of the page, users can hear and see Karin with an unobstructed view of the presentation.


Nobody likes to read seemingly endless pages of text. That’s why we built the 

 feature. It’s especially useful when you need to:

Present a substantial amount of information.

Provide contextual details best conveyed verbally.

Differentiate sections with color and bold elements

There will always be people who prefer to click through a presentation rather than read from start to finish. So, for skimmers, Karin distinguishes essential pages with a background color that differs from less essential pages. She also enlists large bright numbers as wayfinding elements that reference the table of contents.

button, located in the toolbar to the right of your workspace, allows you to customize the look and feel of your presentation. There’s a robust menu of visual themes that you can experiment with or you can create a custom color. Apply your choices to your entire tome or to specific pages.

 Use different page background colors (or themes) to delineate covers, section headers, etc. One way to do this:

Create 2 (or more) themes and apply the main theme to the whole tome.

Then apply your alt theme to the cover, section header, or statement page.

And although we highlighted Karin’s use of large numbers, be careful not to go too big. Use large fonts sparingly. Overdoing it can overwhelm and even confuse your reader.

our guide to creating a great presentation with Tome

Support your content with a mix of photos

To add authenticity to her tome, Karin includes behind-the-scenes photos of herself with her clients, as well as relevant stock photos. The photos break up the text, help people get to know Karin, and showcase the breadth of what she does for clients—from helping with wardrobe selection to recording videos.

For visual interest, vary the kinds of photos you use in your tome. Mix it up with stock photos, product shots, or branded company images.

 button from the toolbar. You’ll see options to upload your own image, get AI-generated visuals, or search the Unsplash library for the right visual to communicate your point.

Use lists and tables to organize information

A successful social media strategy involves documenting plans and organizing a substantial amount of data from various platforms. In her tome, Karin explains how to define your brand’s pillars, how to choose which platforms to prioritize, and what data you need from those platforms to understand your audience.

To keep her tips streamlined, she uses bulleted and numbered lists and tables. She uses lists to share a series of questions and populates tables with examples of information to gather and input.

Head to the toolbar to access tools for creating tables and lists. The 

 button does exactly that. Choose up to six columns across and start organizing your thoughts with panache.

button from the toolbar and choose a bulleted or numbered list.

 Ensure all bullet points or line items are similar in length, so it looks and feels consistent.

Whenever Karin welcomes a new client or employee, she can customize how she shares her tome to suit the user's device. Whether through a direct link or QR code, on desktop or mobile, Tome makes it easy for people to receive and view tomes so they can focus on the content.

These days, everyone is everywhere all at once—messaging, emailing, using social media, and the list goes on. Tome is built to be easily shared across any of these channels. Pick and choose how you want to send your tomes.

at the top right of your workspace to create a public share link, add email addresses of selected recipients, or even generate a QR code unique to your tome. 

To download a PDF, click the three dots to the right of the 

Through a studied mix of AI-forward and manual features in Tome, Karin Kildow leveraged the unique features of Tome to help her quickly create a robust, eye-catching training guide. The time saved gave her the opportunity to grow her business and spend more time promoting her pro athlete clients.

Ready to create your own training guides in Tome? Get started and 

For more presentation creation tips, bookmark the 

Suggested templates

One Page Website

Project Kick-Off

Marketing Plan

Branding Proposal by Matt Chung Studios 

Client Questionnaire

Why Social Media Pro Karin Kildow Chooses Tome to Craft Successful Strategies

Imagine a design environment where there are no defined rules to follow and infinite experimentation is encouraged. This is the space in which Tome’s product design team works as they build a new kind of 

 with AI for millions of professionals around the world.

Product designer at Tome, Shannon Rhee, shares her thoughts on designing a novel AI product for the workplace where large language models (LLMs) are taught to generate endless types of outputs, and how to navigate a design world with infinite possibilities.

Tome: From a design standpoint, what’s been most challenging, or surprising to you, when working with LLMs?

: When you’re designing for a nondeterministic system, you have to relinquish some level of control and precision that you’d otherwise have with traditional product design—how do you teach an LLM what a good layout looks like, what typographic rules exist, and what best practices to adhere to?

These are not easy questions to answer and are exciting challenges that the Tome design team are tackling on a daily basis.

Tome: As a product designer, how is AI changing the way you work?

: It’s not only changing the way we work with AI, it’s also changing how we 

 AI. In terms of visual and product design, it’s all about how we build the software and also think about the visual and experiential aspects of Tome specifically. What do the interactions between the UI and the UX look like?

Shannon Rhee

Product Designer, Tome

We think about collaboration in terms of understanding what’s possible and how it transforms Tome’s product. There’s a level of serendipity that we constantly deal with, because with AI, you’re never 100% sure of the outputs you’ll get. But that’s also liberating and where the innovation comes in.

Tome: What are some specific things that you and the team keep top of mind when it comes to weaving in principles of design with AI?

: There’s a certain element of surprise that you learn to get more comfortable with as a designer when working with AI. We’re guiding the LLM to generate dynamic layouts by teaching it the purpose of specific layout types.

Designing for AI requires acknowledging that the way a user engages with the product can yield significantly diverse outcomes — we have to embrace and design for flexibility. We analyze why things might be happening and make small adjustments and then we iterate and evaluate over and over again.

We’re playing with optionality and the levers we have to control the output—It’s like adding a bumper to lanes in a bowling alley; you put in guardrails and provide instructions to guide it.

Tome: Anything you’re most inspired by when it comes to AI and design at Tome?

: It's a fun time to look for inspiration in AI products today. Because the space is evolving so quickly, design paradigms have yet to be established in a formal way. We’re seeing new workflows for AI actions and existing patterns being re-purposed for new interactions.

The excitement of being a part of Tome’s design team stems from our persistent, design-centric engagement in machine learning experimentation. As a product design team, we’re constantly evolving our thinking and approach as the space matures.

For more on how Tome is pushing the limits with AI and machine learning, check out a conversation with our engineering leaders on the 

to get the latest in product news and features, and as always—drop us a line at 

A Tome Product Designer Navigates Building with AI's Infinite Possibilities

As AI becomes a more common professional tool, how can engineering teams make AI even more useful within the workplace? Tome’s engineering leaders had this top of mind as their teams explored new ways to give millions high-quality AI experiences, which led to 

We sat down with our head of AI, Ves Stoyanov, Archana Sankaranarayanan, engineering director, product engineering, and Sarah Sachs, engineering director, machine learning and infrastructure, to learn more about the tech behind generative presentations V2 and how it’s pushing the limits of generative AI at Tome.

Tome: What were the primary elements in our original generative presentation experience that the team wanted to update?

: There were a couple key elements that were top of mind when we set out to revamp generative presentation. First, we knew it was important to deepen interactive editing and advance the capabilities of the toolbar. 

Second, we wanted to give users more control in building their presentations by giving multiple ways to direct page information and design. People now have additional control and versatility in their narrative output.

Tome: How was machine learning used to accomplish this?

: We took a more advanced approach to working with LLMs (large language models). We needed to help train the model on the fundamentals of what powerful expression and compelling communication looks like.

We also thought about how to separate the actual presentation content creation from how you present the content. What are different presentation layouts that would be compelling? What combination of tiles and objects can we put together in the presentation structure that would enable better storytelling?

Asking for a range of strong approaches to page creation and content creation instead of relying on one deterministic information structure was vital.

Tome: Let’s zoom out a bit from generative presentations. Why is generative AI and machine learning at Tome particularly intriguing  and key today?

: What’s really exciting is that both are core to the entire infrastructure here at Tome. We are building things where every feature can be ingested by our AI systems, and be easily maintained. That is rare. There are many legacy institutions out there where to build like we do, it's just harder. Tome is uniquely positioned to leverage AI and machine learning at any point of the creation and honing process.

: We’re pushing the limits of LLM engineering and simultaneously deepening the work on our own models. We’re powering pages, and soon will be powering presentation generation with our own models. That’s an opportunity to further hone and refine narrative outputs, which can make the AI experience for people faster, more reliable and more seamless.

We also use a proprietary structure to communicate with the LLM—we call this format, TIF. That's a way for us to communicate narrative structures back and forth between the LLM and Tome’s back end.

: Generative AI and machine learning is fundamentally changing how humans interact with computers. The opportunity to continue expanding, exploring and pushing the boundaries of what we can do with engineering and in Tome, because it’s an AI-native platform, is incredibly exciting.

As both Ves and Sarah have mentioned, building the tech for even more interactive and iterative co-creation at Tome is a very unique opportunity. Generative creation in the tool is just another illustration of why it’s so powerful to create software fundamentally rooted in AI and ML, where all our systems can understand and converse with LLMs.

Tome: Thank you all for taking the time to share your thoughts with us. We’re excited to see what’s next from your teams!

For more tips on how to create your best work with generative presentations V2, check out our 

You can also get additional thoughts from 

 on all things AI and engineering here at 

As always, drop us a line with any questions at 

Training Models at Tome: How Engineering Leaders Push the Limits of Machine Learning & AI

There’s never enough time to produce polished, nuanced work that packs a punch. That’s why we’ve given Tome’s generative presentation experience a revamp so you can shape and express your ideas more powerfully, with even more control.

We’ll share ways to create great starting points with AI, delve into the new presentation experience, and share specific examples of how to use Tome for any presentation need, whether that's sales, marketing, or for an entrepreneurial endeavor. Let’s jump in.

Before honing your presentation, create a strong starting point with an effective prompt. You can begin with a 

brief prompt (think a sentence with a few details), or write complex prompts (a few sentences with more context)

From there, Tome’s AI lets you quickly generate outlines to help you refine your points. You can easily reorder or remove sections in the outline phase until you shape what works for you.

Now that you have some background, you’re ready to begin creating  content and building on your ideas. Here’s how to get started:

You can specify the desired number of pages in your prompt, i.e., "Create a 7 page presentation about..."

Wait a moment as Tome's AI creates the outline for your presentation.

If you like what you see and are ready to view the full presentation right away, tap 

But if you're seeking different ways to express your presentation visually, this is where the (new) magic  happens. In V1 of our presentation experience, Tome offered only one standard format for every page. Now in V2 of the presentation generation experience, you have multiple ways to direct page information and design. 

You can also refine your presentation with even more specificity page-by-page. Here’s how:

After your outline has been generated, tap the magenta 

Tome’s AI generates four different page options.

Select the page content layout and design you like best.

 → to get four new options to choose from, select one, and continue page-by-page until you’re finished.

You’ll know the draft is done when the magenta 

For deeper dives on tips for presentation creation, check out our in-depth guide, 

How to Create a Great Presentation with AI in Tome

Let’s dive into a few examples of how to use presentation prompts in common use-case scenarios.

In this example, a founder of a pet hardware company uses a short but precise prompt. He asks for a 

 that describes the type of hardware that the company offers: point-of-care devices.

The page layout features an all-text with single hero image option. A large text tile on the left showcases a placeholder company name in header font size so it’s easily readable.

The text tiles on the right organizes an overview of their sample product information using simple, clear headers and paragraphs of content.

Tome’s AI can capture long and detailed prompts as seen in this Sales-focused example around block chain tech and supply chain management.

There are three distinct requests in this prompt. They ask for an outline, discussion points for the topic, and specific examples in the form of case studies.

This is an example of a conclusion page. A compelling visual image is generated that draws the eye in and anchors the columns of content with headers that organize the clear, concise nuggets of information that addresses the prompt.

From the perspective of a marketer building a presentation around virtual reality, this is another example of a more contextual and detailed prompt.

Multiple requests are in this prompt—they want info on current trends in VR for an educational setting, examples of ways to use VR, and a nod to how it might be beneficial for future generations.

In this layout option, Tome’s AI aligns a captivating single image alongside supporting content. The information is organized using a straightforward header font and body copy formatting paired with a bulleted list view for easy readability.

This freelance travel creator is in the beginning phase of creating a presentation, and uses a sentence with a few instructions as a prompt.

Tome’s AI quickly generates detailed content that hits each prompt keyword and formats it in a digestible format—header and supporting paragraph.

In this layout option, visually stunning AI-generated images that offer a different glimpse into luxe travel compliments the body of content in the presentation’s page.

We hope generative presentations V2 gives you more narrative control and greater impact in work and in life. For more tips and best practices on how to create in Tome, be sure to bookmark our 

You can also experiment on your own and start a presentation in Tome from scratch. For even more inspiration, check out our growing 

 to find strong thought-starters for your work.

As always, we’d love your feedback. Drop us a line at team@tome.app.

Meet Generative Presentations V2: How to Make Your Best Work in Tome

Sarah Sachs is Tome's newest engineering leader who oversees our machine learning and infrastructure teams. Her focus is on building cutting-edge systems that provide high-quality AI experiences for millions of professionals. 

We sat down with Sachs to learn more about how generative AI is core to Tome’s building principles and how the team plans to incorporate deeper personalization across enterprises. 

Tome: When it comes to engineering and generative AI at Tome, what are you most excited about working on?

From an engineering standpoint, I’m really excited that generative AI is a core principle of Tome. Generative AI is a tool that’s accessible to everyone, but engineering organizations are still working on how to build for that. LLMs (large language models) offer a new schema of speaking between systems and move so quickly. How do you build an engineering infrastructure that can keep up, maintain your product’s quality, and lets you quickly iterate?

We now have the technology to learn more and use it in a way that helps our users. Tome has a great opportunity to help people get started making work faster and communicating their ideas without getting too fixated on form.

Tome: What did you work on before joining us?

I led the generative AI and natural language processing teams for the machine learning groups at Robinhood. As we were developing generative AI internally, I adhered to the principles of efficiency—there’s so much work to do in generative AI from that perspective, and figuring out how to help people get done what they actually 

Before Robinhood, I worked on personalization at Google. I learned many good lessons, including how to build robust pipelines that are safe and secure. I also learned how to extract beautiful insights in a way you can’t without the scale of a huge engineering enterprise. It’s something I’m excited to see Tome digging into as well.

Tome: Can you share what you find most impressive about the engineering work being done at Tome?

: From a technical viewpoint, I see such value in what the machine learning and infrastructure teams are building at Tome. There is so much green field from a development perspective when it comes to generative AI. When we say we’re an AI-native product, that’s not just a tagline. AI is integral in everything we do and how we develop. English is the new programming language.

Tome is a company that prioritizes generative AI as a core business value prop. As an engineering leader, that is a total gift, and also one of the most impressive things that you can work on in this industry right now.

Tome: How are you thinking about personalization in engineering from an enterprise perspective?

: Something I’m excited about here at Tome is thinking about how we can make a tool not just for individuals to share ideas, but for groups of people on a larger scale. How do we help teams work together and reduce the friction that can come from collaboration? Can we change the culture around how we share ideas? This is very rich ground to tap into on a deeper level.

When it comes to contextual understanding, we have so much power from which to build on. Generative AI is powerful because it takes general knowledge and applies it to a specific context. There are so many places in different enterprises and teams where that context is very specific. 

I’m excited to figure out how we expand into helping enterprises use Tome and make it so teams can clearly, effectively, and beautifully share their ideas and collaborate.

Sarah Sachs

Director of Machine Learning and Infrastructure, Tome

Tome: What is top of mind for you when it comes to building an effective engineering culture?

: Having a culture where everybody is able to bring their best selves to work and freely express their opinions is key. Being able to collaborate and learn from each other in a low-ego environment with the shared mission of doing what’s best for the company, the team, and doing what’s best for our customers are all factors I keep top of mind.

It’s easy to take that for granted, particularly at later stage companies where poor culture can be hard to reverse. I’m grateful that every day at Tome, in every meeting we have, we’re thoughtful about why 

 we’re doing what we’re doing, and ensuring everyone in the room is aligned and supportive of one another.

 to learn more about the people behind the page. For more on what’s new with Tome, bookmark the 

Blog

How Sales Leaders are Using Generative AI to Train Their Teams

Why Social Media Pro Karin Kildow Chooses Tome to Craft Successful Strategies

A Tome Product Designer Navigates Building with AI's Infinite Possibilities

Training Models at Tome: How Engineering Leaders Push the Limits of Machine Learning & AI

Meet Generative Presentations V2: How to Make Your Best Work in Tome

How Tome's Head of Machine Learning, Sarah Sachs, Thinks About Generative AI and Eng Collaboration

Meet Archana Sankar: Product Engineering Leader at Tome

Unlocking Your Ideas with AI in Tome

How Natural Wine Expert Emily Koh Grows PINKIES UP with Tome

The Basics of Tome: What it Is and What's Possible

How to Create a Great Presentation with AI in Tome

Creator Spotlight: metahaiku

Tips to Get the Most Out of References

How to Craft Prompts for Page Generation

Tips for Crafting Generative Prompts

The Magic Behind Tome's Color Algorithm and Themes

Tome Pro: For limitless creation and sharing

Craft your next great idea.