This feature is in development and will be available in beta soon.
Обзор
An intelligent assistant that helps you interact with your CRM data using natural language.Capabilities
| Feature | Описание |
|---|---|
| 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)