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Ask AI

How to use Ask AI to get answers and do tasks in the CRM

Click the Ask AI icon in the top bar, type or speak what you need (for example, "summarize this contact" or "write a promo email") and review the answer or proposed action before you confirm it.

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Before you start

  • Ask AI must be available on your account. If you don't see the icon in the top bar, talk to your account admin.
  • For copy in your business's tone, set up your Brand Voice in Marketing first.
  • The AI can only do what your user has permission to do.
Where to find it

Top bar › Ask AI

Step by step

Open it and make a request

  1. Click the Ask AI icon in the top bar. A side panel opens. You can also open it full screen from the left menu for bigger jobs.
  2. Type your request in plain language, or click the microphone to dictate.
  3. Send it and read the answer.

Examples of what you can ask

  1. Write copy: "Write an email announcing our holiday hours" or "Create an Instagram post about the new promotion".
  2. Summarize a contact: open the contact's record and ask "Summarize this contact's history".
  3. Find data: "Show me the open opportunities in the Sales pipeline".
  4. Take CRM actions: "Create a contact named Jane Smith with email jane@example.com" or "Add the Webinar tag to these contacts".
  5. Create images: "Create a hero image for the clinic's page".
  6. Ask about the platform: "How do I set up my email domain?".
  7. Schedule requests: "Send me a contacts report every Monday at 9am".

Confirm actions

  1. When a request changes data (create, update, send), the AI shows you what it will do before it does it.
  2. Read it carefully and confirm only if it's right.
  3. Check the result in the relevant module (for example, in Contacts).

Tips

  • Be specific: give the contact name, pipeline, tag or date.
  • For bulk actions (SMS or email to a list), check the list before approving.
  • Always review generated copy before you publish or send it.

Common problems

  • I don't see the Ask AI icon → The feature isn't turned on for your account or user. Talk to your account admin.
  • The copy doesn't sound like my business → Set up your Brand Voice in Marketing and ask the AI to use it.
  • The AI says it can't do the action → Your user may not have permission in that module, or the action isn't supported. Do it manually in the module.
  • The AI misunderstood my request → Rephrase it with more detail (exact names, dates, amounts) and send it again.

Frequently asked questions

Does Ask AI reply to my customers?

No. It only chats with you inside Elooo System. To reply to customers, use Conversation AI.

Can I use it on my phone?

It depends on your user type. If it doesn't appear in the app, use it in your browser.

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