Using AI Engine

Ask questions about your CRM data, run actions on records and work with the results.

16 articles

• Ask questions in the Sales Agent chatAsk questions about your Salesforce data in plain language and get the answer as text, a table, cards or a chart.
• Work with record contextHow the Sales Agent uses the record you are viewing, and how to detach it when you want to ask about other data.
• Tables, cards and chartsHow the Sales Agent shows results, how to open records, choose columns, load all rows and work with charts.
• Export results to CSV or ExcelDownload the records behind a Sales Agent answer as a CSV or Excel file, or a chart as an image.
• Catch up with the Activity DigestAsk what happened in a period and get new and changed records across your main objects in one answer.
• Use the actions bar and Actions menuRun built-in AI actions and your company's custom prompts on a record with one click.
• Get next steps and create tasksLet the AI propose prioritised next steps for a record and turn any of them into a Salesforce task with one click.
• Research a company with Web Check and Company NewsVerify a company and read recent news about it from the internet, directly on the Salesforce record.
• Draft and send an emailLet the AI write a personalised outreach email from the record's history, edit it and send it from Salesforce.
• Analyze an emailGet the sentiment, hidden objections, open questions and a suggested reply for an email or a whole thread.
• Prepare for a meeting with Meet PrepBuild a one-page meeting brief from the record, its contacts, activities and related records, optionally with recent company news.
• Create PDF documentsCreate a PDF from a chat request or from one of your admin's templates, then download it, save it to Files or email it.
• The AI Score cardRead and refresh the 0-100 AI score on Leads and Opportunities, and see why the record got it.
• Create Leads and Accounts with Magic SnapTurn a photo of a business card or a company sign, or a short description, into a Salesforce Lead or Account and Contact.
• LanguagesWhich language the Sales Agent answers in, how the language selector works, and what it applies to.
• Voice input, dark mode and Help modeAsk questions by voice, switch the Sales Agent to dark mode, and use Help mode to learn how AI Engine works.