Ask your data a question
Most owners never open a report because reports take setup. Ask AI skips that step: type the question the way you would ask an employee, and the answer comes back from the contacts, conversations, appointments, and opportunities already in your account.
- Summarize a contact's whole history in a sentence or two
- Look up open opportunities by value, stage or owner
- Ask about your reporting numbers: leads, sources, bookings, revenue
- Find who hasn't replied yet so follow-up has a list
- Plain-language questions, no filters or formulas to build
Answers come from your own account data.See reporting & analytics