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38 lines
1.8 KiB
Plaintext
38 lines
1.8 KiB
Plaintext
---
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title: Chatbot IA
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description: Un assistant intelligent qui vous aide à interagir avec vos données CRM en langage naturel.
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---
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## Vue d'ensemble
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Posez des questions en langage naturel et l'assistant récupère et explique vos données CRM pour vous.
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## Capacités
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| Fonctionnalité | Description |
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| ------------------------------- | -------------------------------------------------------------------------------------------------- |
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| **Requêtes en langage naturel** | Posez des questions en anglais simple plutôt que de créer des filtres |
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| **Accès complet aux données** | Interrogez des enregistrements, des relations et des indicateurs dans tout votre espace de travail |
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| **Contexte de la page** | Faites référence à "cette entreprise" ou "cette opportunité" en fonction de votre vue actuelle |
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| **Conversationnel** | Les questions de suivi conservent le contexte des requêtes précédentes |
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## Exemples d'interactions
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### Recherche d'enregistrements
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* "Montrez-moi toutes les opportunités supérieures à 50 000 $"
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* "Trouvez les contacts à qui je n'ai pas envoyé d'e-mail depuis 2 semaines"
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* "Répertoriez les entreprises du secteur de la santé"
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### Obtenir des informations
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* "Quelle est la valeur totale de mon pipeline ?"
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* "Combien d'affaires ont été conclues le mois dernier ?"
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* "Quelle étape compte le plus d'opportunités bloquées ?"
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### Utiliser le contexte de la page
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* "Résumez mes interactions avec cette personne" (sur une page de contact)
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* "Quelles opportunités sont liées à cette entreprise ?" (sur une page d'entreprise)
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* "Quand cette affaire a-t-elle été mise à jour pour la dernière fois ?" (sur une page d'opportunité)
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