StephanieJoly4
183d034716
Reorganizing by Feature sections Capabilities folders to give an overview of each feature How-Tos folders to give guidance for advanced customizations Reorganized the Developers section as well, moving the API sub section there added some new visuals and videos to illustrate the How-Tos articles checked the typos, the links and added a section at the end of the doc.json file to redirect existing links to the new ones (SEO purpose + continuity of the user experience) What I have not updated is the "l" folder that, per my understanding, contains the translation of the User Guide - that I only edited in English <!-- CURSOR_SUMMARY --> --- > [!NOTE] > <sup>[Cursor Bugbot](https://cursor.com/dashboard?tab=bugbot) is generating a summary for commit 5301502a32856e5b45d7ef30253fa7db6dc55233. Configure [here](https://cursor.com/dashboard?tab=bugbot).</sup> <!-- /CURSOR_SUMMARY --> --------- Co-authored-by: cubic-dev-ai[bot] <191113872+cubic-dev-ai[bot]@users.noreply.github.com> Co-authored-by: github-actions <github-actions@twenty.com> Co-authored-by: Abdul Rahman <ar5438376@gmail.com> Co-authored-by: Félix Malfait <felix.malfait@gmail.com>
40 lines
1.3 KiB
Plaintext
40 lines
1.3 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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