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