AI Chat
Query your CRM data using natural language conversations
Overview
The AI Chat allows you to explore and analyze your CRM data using natural language. Instead of building complex filters or reports, simply ask questions like "Show me all deals closing this month" or "How many contacts were added last week?" and get instant answers.
Getting Started
- Click the AI Chat icon in the sidebar
- Start a new conversation or continue an existing one
- Type your question in natural language
- The AI will query your data and respond with formatted results
What You Can Ask
Query Records
Ask about any data in your CRM:
- "Show me all contacts from New York"
- "List the top 10 deals by amount"
- "Find people who work at Acme Corp"
- "What activities were created this week?"
Get Statistics
Request aggregated insights:
- "How many deals do we have in each stage?"
- "What's the total value of open deals?"
- "Show me the average deal size by industry"
- "Count contacts created each month"
Filter and Sort
Combine conditions for precise results:
- "Show me high-priority deals over $10,000 sorted by close date"
- "Find contacts without an email address"
- "List companies in technology or healthcare industries"
Managing Conversations
Create New Chat
Click New Chat to start a fresh conversation. Each chat maintains its own history and context.
Search Chats
Use the search bar to find past conversations by their content or title.
Pin Important Chats
Pin frequently-used conversations to keep them at the top of your chat list.
Rename Chats
Click the chat name to rename it with something descriptive like "Q4 Pipeline Analysis" or "Customer Segmentation".
Delete Chats
Remove conversations you no longer need. This action cannot be undone.
Chat Organization
Your conversations are automatically organized by time:
- Pinned - Conversations you've pinned
- Today - Chats from today
- Yesterday - Chats from yesterday
- This Week - Recent conversations
- This Month - Older conversations
- Older - Historical chats
Choosing a Model
Select different AI models based on your needs:
| Model | Best For | Speed | Cost |
|---|---|---|---|
| GPT-4o Mini | Simple queries, quick lookups | Fastest | Lowest |
| GPT-4o | Complex questions, detailed analysis | Fast | Medium |
| GPT-4 Turbo | Specialized analysis, nuanced queries | Medium | Higher |
| o1 Mini | Complex reasoning, multi-step logic | Slower | Highest |
The credit cost is shown before you send each message.
Understanding Results
Table Format
Query results are displayed as formatted tables:
| Name | Status | Created | |
|---|---|---|---|
| John Doe | john@example.com | Active | Jan 15, 2024 |
| Jane Smith | jane@example.com | Active | Jan 12, 2024 |
Statistics
Aggregated data is presented clearly:
- Total count: 150 records
- Sum of amounts: $1,250,000
- Average deal size: $25,000
Tool Visibility
You can see when the AI is querying your data. Tool calls appear in the chat showing which data sources are being accessed.
Smart Suggestions
The AI provides contextual suggestions based on your CRM configuration. Click any suggestion to run that query immediately.
Example suggestions:
- "Show me all People records"
- "List Deals by stage"
- "Find recent Activities"
Credits
AI Chat uses credits based on:
- Model selected - More capable models cost more
- Query complexity - Longer conversations use more tokens
- Response length - Detailed answers cost more than brief ones
Check your credit balance in organization settings. Purchase additional credits when needed.
Tips for Better Results
Be Specific
Instead of "Show me contacts", try "Show me contacts created this month with a phone number".
Use Object Names
Reference your CRM objects directly: "List all Deals" or "Find People with status Active".
Request Formats
Ask for specific formats: "Show me a table of..." or "Give me the count of...".
Iterate
If the first response isn't quite right, ask follow-up questions to refine the results.
Example Conversations
Sales Pipeline Review
You: Show me all deals closing this month worth over $50,000
AI: Here are the deals closing this month over $50,000:
| Deal Name | Amount | Stage | Close Date |
|---|---|---|---|
| Enterprise License | $75,000 | Negotiation | Jan 28 |
| Annual Contract | $120,000 | Proposal | Jan 30 |
You: What's the total value?
AI: The total value of deals closing this month over $50,000 is $195,000.
Contact Analysis
You: How many contacts do we have by status?
AI: Here's the breakdown of contacts by status:
| Status | Count |
|---|---|
| Active | 450 |
| Inactive | 125 |
| Lead | 280 |
You: Show me the inactive ones that haven't been contacted in 90 days
AI: Here are inactive contacts with no activity in 90+ days...
Privacy & Security
- All queries are scoped to your organization's data only
- No data is shared between organizations
- Conversations are stored securely and can be deleted at any time
- The AI cannot modify your data—it can only read and analyze