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 inside the CRM once you are signed in. It does not appear on the login page or in this help center. 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. The assistant opens in a panel on the right.
- Close the assistant with the X in its panel — the ask bar comes back.
- After a few seconds without use, the ask bar shrinks to a small pill at the bottom of the page. Click the pill to expand it again.
- Use the pin icon in the assistant's panel to dock it to the side of the page while you work.
Move the assistant to the side
If the ask bar is in your way, click the ⋮ menu on the bar. Switch to side panel opens the assistant in its panel, and Turn off bottom bar replaces the bar with a small handle on the right edge of the page — click the handle to open the assistant. The ask bar comes back the next time you load the CRM.
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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