Ask
Ask about your own pipeline, in your own words.
Which opportunities need attention? Which customers should we approach about emergency cover? Why did we lose deals this month? Who should Sarah call today? Which campaign produces our best customers? Every answer cites the records it came from.
How are we doing this month?
Asked in the command bar
€74,000 of new pipeline was created.
€31,400 was won.
€26,800 of that has already been paid.
What's slowing us down?
Four qualified prospects have been waiting more than three days for a proposal, and five proposals already sent have had no activity for a week.
Every answer names its sources
An answer you cannot trace is an answer you cannot use in a meeting. Each one links to the opportunities, conversations or invoices it was built from.
It will say when it does not know
Asked something the records cannot answer, it says so rather than producing a confident estimate. A plausible number about your own revenue is worse than no number.
It answers within your permissions
A salesperson asking about pipeline sees their own accounts. There is no separate, broader path for questions than for the rest of the product.
Fact and inference are kept apart
“Three deals were lost with pricing recorded as the reason” is a fact. “You may be too expensive for this segment” is an inference, and it is labelled as one.
Questions this answers
The things you currently have to ask somebody.
Each of these is a question an owner asks regularly and currently answers from memory, a spreadsheet, or by interrupting whoever is nearest.
Which opportunities need attention this week?
Why did we lose deals this month?
Which customers should we approach about a second service?
Which campaign produces customers who actually pay?
Where this stops
What it does not do.
It answers from your records, so it inherits their gaps — an unlogged conversation is invisible to it, and it will not speculate about what might have been said. It does not forecast on request, because a number produced conversationally carries more confidence than it has earned. And it cannot answer questions about other organisations' data, which is not a permission anybody can be granted.
Next
Where this connects.
Make sure every opportunity gets a next action.
Let AI handle the repetitive engagement, keep follow-up moving, and bring your team in when a customer needs a real conversation.
Agents identify themselves on every call · Nothing commits without you · [email protected]