Using the AI assistant
Ask questions and get things done in plain language with the built-in assistant.
Last updated September 20, 2026
My Agentic CRM includes an AI assistant. When it is turned on, an ask bar sits at the bottom of every page. Type a question or a request, press Enter, and the assistant opens in a side panel to answer or carry out the task.
An administrator can turn the assistant on or off for everyone. If you don't see the ask bar, the assistant is currently turned off.
Open and close the assistant
- Type in the ask bar and press Enter, or click one of the suggested questions above it.
- Close the assistant with the X in its panel — the ask bar comes back.
- Click the X on the ask bar to minimize it to a small round button; click that button to bring the bar back.
Things you can ask
The ask bar suggests prompts that fit the page you are on. Examples:
| Page | Example requests |
|---|---|
| Dashboard | Summarize my sales pipeline · Which opportunities are at risk? · What's my schedule for today? |
| Opportunities | What's my total pipeline value? · Move a deal to the Proposal stage · Create a new opportunity |
| Accounts | Give me an overview of this account · Summarize recent meetings for this account |
| Contacts | Find a contact by name · Import contacts from a CSV |
| Meetings | Prepare me for my next meeting · Update the notes for this meeting |
| Support Cases | Show me the open support cases · Find a case by title |
Features that are only available through the assistant
Related articles
Import contacts from a CSV file
Bulk-add contacts by uploading a CSV through the AI assistant.
Prepare for a meeting
Get a briefing on the account, open deals, and recent conversations from the AI assistant.
Find at-risk opportunities
Ask the AI assistant which open deals need attention, and understand how risk is scored.
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