github-actions[bot]
e3757f300a
Created by Github action --------- Co-authored-by: github-actions <github-actions@twenty.com>
42 lines
1.5 KiB
Plaintext
42 lines
1.5 KiB
Plaintext
---
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title: AI Chatbot
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description: An intelligent assistant that helps you interact with your CRM data using natural language.
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---
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<Note>
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This feature is in development and will be available in beta soon.
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</Note>
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## Overview
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An intelligent assistant that helps you interact with your CRM data using natural language.
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## Capabilities
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| Feature | Description |
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| ---------------------------- | ------------------------------------------------------------------------- |
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| **Natural language queries** | Ask questions in plain English instead of building filters |
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| **Full data access** | Query records, relationships, and metrics across your workspace |
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| **Page context** | Reference "this company" or "this opportunity" based on your current view |
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| **Conversational** | Follow-up questions maintain context from previous queries |
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## Example Interactions
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### Finding Records
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* "Show me all opportunities over $50,000"
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* "Find contacts I haven't emailed in 2 weeks"
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* "List companies in the healthcare industry"
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### Getting Insights
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* "What's my total pipeline value?"
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* "How many deals closed last month?"
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* "Which stage has the most stuck opportunities?"
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### Using Page Context
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* "Summarize my interactions with this person" (on a contact page)
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* "What opportunities are linked to this company?" (on a company page)
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* "When was this deal last updated?" (on an opportunity page)
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