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How-To Guides

How to Generate a Battle Card

Create AI-powered competitive battle cards with real-time insights

Steve Documentation Team
battle-cardsgenerationfeatures

Overview

Battle cards provide sales teams with competitive positioning, objection handling, and win strategies against specific competitors.

Prerequisites

  • At least one competitor added to your project
  • Competitor research completed (recommended for better results)

Generate a Battle Card

Navigate to Battle Cards

Click Battle Cards in sidebar, then Generate.

TODO: Screenshot of Battle Cards page with Generate Battle Card button

Caption: Battle Cards page showing generation option

Start Generation Chat

You'll see an AI chat interface.

TODO: Screenshot of battle card generation chat interface with competitor selection

Caption: AI-powered battle card generation interface

Select Competitor

The AI will ask which competitor to analyze. Choose from your tracked competitors.

Customize Content

Answer questions about:

  • Key differentiators you want to highlight
  • Common objections to address
  • Specific features to compare
  • Target audience for the battle card

TODO: Screenshot of AI asking customization questions during generation

Caption: Conversational interface guiding battle card customization

Review Generated Content

Steve generates sections in real-time:

  • Company overview
  • Pricing comparison
  • Feature comparison
  • Why we win
  • Differentiators
  • Objection handling

TODO: Screenshot of battle card editor showing generated sections with Accept/Reject options

Caption: Generated battle card content in editor with approval controls

Accept or Modify Sections

Each generated section appears as a quote block.

  • Accept - Approve and add to battle card
  • Reject - Remove section
  • Edit - Modify content directly

Save Your Battle Card

Content auto-saves as you work. The battle card is available immediately after generation.

TODO: Screenshot showing auto-save indicator and saved battle card

Caption: Auto-saved battle card ready for sharing

Expected Outcome

✅ Battle card generated with AI ✅ Content customized for your needs ✅ Ready to share with sales team

Next Steps