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38 lines
1.7 KiB
Plaintext
38 lines
1.7 KiB
Plaintext
---
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title: KI-Chatbot
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description: Ein intelligenter Assistent, der Ihnen hilft, mit Ihren CRM-Daten in natürlicher Sprache zu interagieren.
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---
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## Überblick
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Stellen Sie Fragen in natürlicher Sprache und der Assistent holt und erklärt Ihre CRM-Daten für Sie.
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## Funktionen
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| Funktion | Beschreibung |
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| ----------------------------------- | ----------------------------------------------------------------------------------------- |
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| **Abfragen in natürlicher Sprache** | Stellen Sie Fragen in einfachem Englisch, anstatt Filter zu erstellen |
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| **Vollständiger Datenzugriff** | Fragen Sie Datensätze, Beziehungen und Kennzahlen in Ihrem Arbeitsbereich ab |
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| **Seitenkontext** | Verweisen Sie je nach aktueller Ansicht auf "dieses Unternehmen" oder "diese Opportunity" |
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| **Dialogorientiert** | Nachfragen behalten den Kontext aus vorherigen Abfragen bei |
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## Beispielinteraktionen
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### Datensätze finden
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* "Zeige mir alle Opportunities über $50,000"
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* "Finde Kontakte, denen ich seit 2 Wochen keine E-Mail geschrieben habe"
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* "Liste Unternehmen in der Gesundheitsbranche auf"
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### Einblicke gewinnen
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* "Wie hoch ist der Gesamtwert meiner Pipeline?"
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* "Wie viele Deals wurden im letzten Monat abgeschlossen?"
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* "Welche Phase hat die meisten feststeckenden Opportunities?"
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### Seitenkontext nutzen
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* "Fasse meine Interaktionen mit dieser Person zusammen" (auf einer Kontaktseite)
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* "Welche Opportunities sind mit diesem Unternehmen verknüpft?" (auf einer Unternehmensseite)
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* "Wann wurde dieser Deal zuletzt aktualisiert?" (auf einer Opportunity-Seite)
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