Skip to content

AI Chatbot

Overview

Ask questions in natural language and the assistant retrieves and explains your CRM data for you.

Capabilities

Feature Description
Natural language queries Ask questions in plain English instead of building filters
Full data access Query records, relationships, and metrics across your workspace
Page context Reference "this company" or "this opportunity" based on your current view
Conversational Follow-up questions maintain context from previous queries

Example Interactions

Finding Records

  • "Show me all opportunities over $50,000"
  • "Find contacts I haven't emailed in 2 weeks"
  • "List companies in the healthcare industry"

Getting Insights

  • "What's my total pipeline value?"
  • "How many deals closed last month?"
  • "Which stage has the most stuck opportunities?"

Using Page Context

  • "Summarize my interactions with this person" (on a contact page)
  • "What opportunities are linked to this company?" (on a company page)
  • "When was this deal last updated?" (on an opportunity page)