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38 lines
1.7 KiB
Plaintext
38 lines
1.7 KiB
Plaintext
---
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title: AI 챗봇
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description: 자연어로 CRM 데이터와 상호작용할 수 있도록 도와주는 지능형 어시스턴트입니다.
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---
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## 개요
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자연어로 질문하면 어시스턴트가 CRM 데이터를 찾아 설명해 줍니다.
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## 기능
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| 기능 | 설명 |
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| ------------- | ------------------------------------------------------------- |
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| **자연어 질의** | 필터를 만들 필요 없이 쉬운 영어로 질문할 수 있습니다. |
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| **전체 데이터 접근** | 워크스페이스 전반의 레코드, 관계, 지표를 조회합니다. |
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| **페이지 컨텍스트** | 현재 보고 있는 화면을 기준으로 "this company" 또는 "this opportunity"를 참조합니다 |
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| **대화형** | 후속 질문도 이전 질의의 컨텍스트를 유지합니다. |
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## 상호작용 예시
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### 레코드 찾기
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* "$50,000 이상인 모든 영업 기회를 보여줘"
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* "지난 2주 동안 내가 이메일을 보내지 않은 연락처를 찾아줘"
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* "헬스케어 산업의 회사를 목록으로 보여줘"
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### 인사이트 얻기
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* "내 전체 파이프라인 가치는 얼마야?"
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* "지난달에 성사된 거래는 몇 건이야?"
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* "어느 단계에서 정체된 영업 기회가 가장 많아?"
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### 페이지 컨텍스트 사용
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* "이 사람과의 상호작용을 요약해 줘" (연락처 페이지에서)
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* "이 회사와 연결된 영업 기회는 무엇이야?" (회사 페이지에서)
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* "이 거래는 마지막으로 언제 업데이트됐어?" (영업 기회 페이지에서)
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