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36 lines
1.2 KiB
Plaintext
36 lines
1.2 KiB
Plaintext
---
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title: AI Chatbot
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description: An intelligent assistant that helps you interact with your CRM data using natural language.
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---
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## Overview
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Ask questions in natural language and the assistant retrieves and explains your CRM data for you.
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## Capabilities
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| Feature | Description |
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|---------|-------------|
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| **Natural language queries** | Ask questions in plain English instead of building filters |
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| **Full data access** | Query records, relationships, and metrics across your workspace |
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| **Page context** | Reference "this company" or "this opportunity" based on your current view |
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| **Conversational** | Follow-up questions maintain context from previous queries |
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## Example Interactions
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### Finding Records
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- "Show me all opportunities over $50,000"
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- "Find contacts I haven't emailed in 2 weeks"
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- "List companies in the healthcare industry"
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### Getting Insights
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- "What's my total pipeline value?"
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- "How many deals closed last month?"
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- "Which stage has the most stuck opportunities?"
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### Using Page Context
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- "Summarize my interactions with this person" (on a contact page)
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- "What opportunities are linked to this company?" (on a company page)
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- "When was this deal last updated?" (on an opportunity page)
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