AI Assistant
In-app chat that answers how-to questions and can perform common CRM actions for you.
Path: profile menu → AI Assistant, or the floating chat button
What it can do
- Explain where to click, using the labels you see in the app
- Show jump buttons under a how-to reply that open the right page, tab, or modal
- Search, create, update, or delete prospects; add notes, tasks, meetings, and labels
- Look up account setup you can already see (identities, linked mailboxes, pipelines, stages, sources, offices, users)
Before any write or delete, it summarizes the action and asks Proceed or Decline. After you proceed, it searches and updates. If several people match a name, it asks which one.
It does not see secrets, API keys, or settings your role cannot open. Admins get broader setup context than managers or view-only users.
How to ask
- How-to: “How do I schedule a text?” or “Why don’t I see Campaigns?”
- Action: “Add the label licensed to Logan Daniels” or “Create a task for Jordan to call Friday”
- Lookup: “What stages are in our Sales pipeline?”
Give the prospect name and the details. Avoid pasting unnecessary personal data.
Threads
You can keep multiple chats and rename them. Threads live on your user profile and stay with you when you switch accounts. Use thumbs up/down on a reply. Escalate to support from the panel when you need a human.
Answers are guidance, not a guarantee. Confirm important sends and merges yourself.