AI Chatbot

An intelligent assistant that helps you interact with your CRM data using natural language.

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)