Skip to main content
AI Chat lets you talk to your CRM the way you’d talk to a colleague. Ask questions, give instructions, or get updates - in plain English.

​
What you can do

Ask questions about your pipeline:
  • “What’s the latest with the Acme deal?”
  • “How many deals did we close this month?”
  • “Which deals haven’t had activity in two weeks?”
  • “Show me all contacts at companies with more than 50 employees”
Give instructions to agents:
  • “Draft a follow-up to Sarah about the pricing discussion”
  • “Send outreach to the last 10 companies that visited our pricing page”
  • “Create a deal for my meeting with Stripe tomorrow”
Get summaries and insights:
  • “Summarize my pipeline this week”
  • “What should I focus on today?”
  • “Which deals are at risk of going stale?”

​
How it works

AI Chat has full access to your CRM data - deals, contacts, companies, emails, meetings, website visits, and agent activity. When you ask a question, it searches across everything and gives you a direct answer. When you give an instruction, it routes the task to the right agent. For example, “Draft a follow-up to Sarah” sends the request to the Follow-Up Agent, which drafts the email and puts it in your approval queue.

​
Where to find it

AI Chat is always available from the sidebar in your Octolane dashboard. Click the chat icon or use the keyboard shortcut to open it.