Tribe AI is a conversational assistant built into Tribe that helps you create Views without manually navigating through menus and settings. Rather than selecting each field and filter yourself, you simply describe what you need in plain language and the assistant builds the configuration for you. This is particularly useful when you want to set up a new View quickly, especially one with specific columns, filters, or conditions. By following this guide, you will learn how to use Tribe AI to create Views efficiently and get the most out of the feature.
Table of Contents
What Does Tribe AI Do for Views?
Who Can Use Tribe AI?
How Tribe AI Works
Step-by-Step Instructions
Where Is Tribe AI Displayed?
Prompting Best Practices
Frequently Asked Questions
Quick Summary
What Does Tribe AI Do for Views?
Tribe AI uses conversational artificial intelligence to help you create new Views in Tribe. Instead of manually navigating through menus and selecting fields one by one, you describe the View you need in plain language. The assistant asks clarifying questions to ensure accuracy, then generates the View configuration based on your requirements.
When creating a View, Tribe AI can help you:
Define which columns appear in the View
Set filters based on field values, dates, or conditions
Refine the View through follow-up conversation before saving it
Tribe AI also supports the Field Picker, helping you locate the correct field path when selecting fields for your View.
Tribe AI supports all languages, so you can prompt in your preferred language.
Who Can Use Tribe AI?
Tribe AI is available to users who have permission to create and manage Views within their Tribe environment. This includes administrators and any role with access to configuration features. If you are unsure whether your role includes these permissions, contact your Tribe administrator.
How Tribe AI Works
Understanding how Tribe AI operates helps you get consistent, accurate results.
Context-aware assistance: Tribe AI works within the specific area you are configuring. When creating a View, always start Tribe AI from the Views tab. This ensures the assistant has the correct context to build the right configuration.
Creating new Views only: Tribe AI is designed to build new Views from scratch. Once a View is created, you can edit and refine it manually using Tribe's standard editing tools. The assistant cannot edit an existing View.
Conversational refinement: While the chat window remains open, you can continue the conversation to adjust the View. Request additional columns, modify filters, or change settings until you are satisfied. The View is only saved when you click Create View.
Intelligent responses: Because Tribe AI uses advanced artificial intelligence, similar prompts may produce slightly different suggestions. This is normal and allows you to explore different approaches to building the same View.
Step-by-Step Instructions
Creating a View with Tribe AI
Navigate to the list where you want to create a View, widget or automation (for example, Sales Opportunities). And Enable configuration mode by clicking the little gear-icon.
Select the Views tab. Click on the Tribe AI button.
Describe the View you want to create in the chat box. For example, "Create a View of open sales opportunities with a value over €1000."
Answer any clarifying questions the assistant asks.
ReView the suggested View in the preView. You can continue the conversation to request changes, such as "Can you add the customer name column?" or "Add a filter for opportunities created this quarter."
When satisfied with the configuration, click Create View.
The View will be created and added to your Views list. You can edit it manually after creation if needed.
Did you know? You can speak to Tribe AI instead of typing. Click the record icon in the chat window to ask your question aloud. Please note that this feature is still being refined and may have some limitations.
Using Tribe AI in the Field Picker
When selecting fields for your View, Tribe AI can help you locate the correct field path without having to navigate the data model manually.
Open the Field Picker and click the Tribe AI button.
Describe the field you need. For example, "I need the visiting city of the organisation."
Answer any clarifying questions the assistant asks.
Tribe AI will navigate the data model and identify the correct field path automatically.
Confirm the selection by clicking on it, or request a different field if the suggestion is not correct.
Where Is Tribe AI Displayed?
Tribe AI is accessible in the following locations:
Views tab in configuration mode: The Tribe AI button appears on the Views tab when configuration mode is enabled. Use this to create new Views directly from the list you are working in.
Dashboards in configuration mode: On dashboards such as Sales or Projects, enable configuration mode to access Tribe AI. From here, you can also use Tribe AI to create new Views.
Field Picker: Whenever the Field Picker is open — for example, when adding columns or setting filters — the Tribe AI button is available to help you find the correct field.
Prompting Best Practices
Following these guidelines will help you get accurate, useful results from Tribe AI.
Be specific and explicit. Provide clear details about what you want. Rather than "Show me opportunities," say "Show me open sales opportunities with a value greater than €10,000 created in Q4 2025."
Use exact dates and values. Avoid vague terms such as "recent" or "last year." Specify exact date ranges, for example "from 1st January to 31st March 2026" or "Q1 2026."
Reference field names when possible. If you know the exact field name in Tribe, include it in your prompt. "Show opportunities where Account Manager equals John Smith" is clearer than "Show my opportunities."
Expect clarifying questions. Tribe AI will ask questions to ensure accuracy. This is a normal part of the process. Answer each question clearly and specifically.
Continue the conversation. If the initial suggestion is not quite right, keep refining it. Request changes such as "Add the customer name column" or "Remove the created date filter." Iterate until you are satisfied.
Break complex requests into steps. For Views with many filters or columns, describe your requirements in stages rather than all at once. If the result is not right, ask for one change at a time rather than starting over.
Manual editing is always available. Once Tribe AI creates your View, you can modify it using Tribe's standard editing tools. The AI output is a starting point, not a final constraint.
Frequently Asked Questions
Can I use Tribe AI to edit an existing View?
Can I use Tribe AI to edit an existing View?
No. Tribe AI is designed to create new Views only. Once a View has been created, edit it manually using Tribe's standard editing tools.
Why is Tribe AI not responding to my request?
Why is Tribe AI not responding to my request?
Ensure you are on the Views tab before starting Tribe AI. The assistant requires the correct tab context to build an accurate View configuration.
Can I continue making changes after Tribe AI suggests a configuration?
Can I continue making changes after Tribe AI suggests a configuration?
Yes. Whilst the chat window is open, continue the conversation to request adjustments. The View is only saved when you click Create View.
What happens if Tribe AI does not understand my request?
What happens if Tribe AI does not understand my request?
Tribe AI will ask clarifying questions. Answer these with specific details such as exact field names, date ranges, or values. If you are still not getting the right result, try rephrasing your request with more precise information.
Can I use Tribe AI in my own language?
Can I use Tribe AI in my own language?
Yes. Tribe AI supports all languages. Describe your request in your preferred language and the assistant will understand and respond accordingly.
Why do I get different results when asking the same question twice?
Why do I get different results when asking the same question twice?
Tribe AI uses advanced artificial intelligence that interprets requests contextually. Similar prompts may produce slightly different suggestions, which allows you to explore different approaches. For more consistent results, use the same wording and exact field names in your prompts.
Can Tribe AI answer general questions about Tribe?
Can Tribe AI answer general questions about Tribe?
No. Tribe AI is specifically trained to help you create Views. For other support needs, please refer to the Help Centre.
What should I do if Tribe AI creates an incorrect View?
What should I do if Tribe AI creates an incorrect View?
Continue the conversation and ask Tribe AI to correct the issue. For example, "Remove that filter" or "Change the column to show customer name instead." If you have already saved the View, edit it manually using Tribe's standard editing tools.
Quick Summary
Tribe AI allows you to create Views in Tribe by describing what you need in plain language, removing the need to navigate configuration menus manually. The assistant refines the View through conversation before saving, and the Field Picker integration makes selecting the correct fields straightforward. Once a View is created, it can be edited at any time using Tribe's standard editing tools.