Using the Chat App

Chat is an AI assistant that works over your contact data. Ask it a question in plain language instead of building a filter.

Availability

Chat isn't listed in the public marketplace — it's enabled for your workspace by our support team. Get in touch if you'd like it turned on.

Where you'll find it

Chat appears as a widget on your Dashboard once it's enabled.

What it can do

Chat can read your contacts and activity, and it can take some actions on your behalf — creating a contact, logging an activity, capturing an address or a note, adding a task.

What it can and can't see

Chat operates within the same permission boundaries as everything else. It can only reach data the app was granted access to and that you personally are allowed to see. Asking it about records outside your role's reach won't produce them.

Getting good answers

Be specific about what you want back. "Which contacts in Ohio have given more than once but nothing this year?" is a question it can work with. Broad questions get broad answers, same as with any assistant.

Check anything consequential before acting on it. It's a fast way to explore your data, not an audit trail.