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Follow-up based on comments from https://github.com/twentyhq/twenty/pull/23266 <!-- This is an auto-generated description by cubic. --> <a href="https://cubic.dev/pr/twentyhq/twenty/pull/23429?utm_source=github" target="_blank" rel="noopener noreferrer" data-no-image-dialog="true"><picture><source media="(prefers-color-scheme: dark)" srcset="https://www.cubic.dev/buttons/review-in-cubic-dark.svg"><source media="(prefers-color-scheme: light)" srcset="https://www.cubic.dev/buttons/review-in-cubic-light.svg"><img alt="Review in cubic" src="https://www.cubic.dev/buttons/review-in-cubic-dark.svg"></picture></a> <!-- End of auto-generated description by cubic. --> --------- Co-authored-by: Félix Malfait <felix@twenty.com> Co-authored-by: cubic-dev-ai[bot] <191113872+cubic-dev-ai[bot]@users.noreply.github.com>
36 lines
1.2 KiB
Plaintext
36 lines
1.2 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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## Overview
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Ask questions in natural language and the assistant retrieves and explains your CRM data for you.
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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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