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38 lines
1.7 KiB
Plaintext
38 lines
1.7 KiB
Plaintext
---
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title: AI チャットボット
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description: 自然言語でCRMデータとやり取りできるインテリジェントなアシスタントです。
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---
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## 概要
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自然言語で質問をすると、アシスタントがCRMデータを取得して説明します。
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## 機能
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| 機能 | 説明 |
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| --------------- | ------------------------------------------------------ |
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| **自然言語クエリ** | フィルターを作成する代わりに、平易な英語で質問できます |
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| **データへのフルアクセス** | ワークスペース全体にわたり、レコード、リレーションシップ、指標に対してクエリを実行できます |
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| **ページコンテキスト** | 現在の表示に基づいて、"this company" や "this opportunity" を参照できます |
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| **会話型** | 追加の質問でも前のクエリのコンテキストを維持します |
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## 会話例
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### レコードの検索
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* "5万ドルを超える商談をすべて表示して"
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* "過去2週間メールしていない連絡先を検索して"
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* "ヘルスケア業界の企業を一覧表示して"
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### インサイトを得る
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* "パイプラインの合計金額は？"
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* "先月クローズした商談は何件？"
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* "どのステージで停滞している商談が最も多い？"
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### ページコンテキストを活用する
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* "この人とのやり取りを要約して" (連絡先ページで)
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* "どの商談がこの会社に関連付けられていますか？" (会社ページで)
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* "この商談の最終更新はいつ？" (商談ページで)
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