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38 lines
1.2 KiB
Plaintext
38 lines
1.2 KiB
Plaintext
---
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title: AI 聊天机器人
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description: 一个智能助手，帮助你使用自然语言与 CRM 数据进行交互。
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---
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## 概览
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用自然语言和助手检索并解释您的 CRM 数据。
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## 功能
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| 功能 | 描述 |
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| ---------- | ------------------------ |
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| **自然语言查询** | 无需构建筛选器，直接用英文提问 |
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| **完全数据访问** | 在你的工作区内查询记录、关系和指标 |
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| **页面上下文** | 可根据你当前的视图引用“这家公司”或“这个商机” |
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| **对话式** | 后续问题会保留之前查询的上下文 |
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## 交互示例
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### 查找记录
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* "显示所有超过 $50,000 的商机"
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* "查找我过去 2 周未发送过电子邮件的联系人"
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* "列出医疗保健行业的公司"
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### 获取洞察
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* "我的销售管道总价值是多少？"
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* "上个月成交了多少笔交易？"
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* "哪个阶段滞留的商机最多？"
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### 使用页面上下文
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* "总结我与此人的互动" (在联系人页面)
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* "与这家公司关联的商机有哪些？" (在公司页面)
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* "这笔交易上次是什么时候更新的？" (在商机页面)
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