Selling
AI assistant and lead agents
Shelly is the assistant built into the CRM. It reads your boards and can add, change and archive rows when you ask in plain English. Lead agents search for new people who match a profile you describe and add them to your Leads board.
See it instead of reading it. The CRM board: a 3-minute guided tour on a sample board.
Ask the assistant
Click Ask AI at the bottom right of any page, or AI in the rail for a full-screen chat. It knows which board you are on. Things to try:
- "Add Nancy Bennett, VP Engineering at Zephyr Labs, nancy@zephyr.io as a contact."
- "Which deals over $20,000 are still in Proposal?"
- "Move the Apple deal to Negotiation and set the value to 55,000."
- "Summarise this board."
When it changes your data, the board updates in front of you, and the change shows in the record's History like any other edit. Select rows first and choose AI on the bulk bar to ask about exactly those rows.
Lead agents
- 1Go to Agents in the rail and create an agent.
- 2Give it a name, a short description and, most importantly, the profile of who to look for: role, industry, company size and location.
- 3Run it and choose how many leads to find. New people land in the first group of your Leads board with their title and LinkedIn profile, and anyone already on your board is skipped.
Each account can generate five leads in any 24 hours. The assistant is on every paid plan; assistant use is metered, and Billing shows what is left.