Overview
Ask AI is your personal assistant inside TribeCRM. Ask a question in plain language and get an answer from your own CRM data in seconds — no menus, filters or reports needed.
It doesn't stop at answers. Ask AI can also update your records, build views and dashboard widgets, and reason about your pipeline using your Ideal Customer Profile. It's ideal for anyone who wants quick answers and fewer clicks, especially during calls, meetings and prep.
✅ Available on all plans — Ask AI is switched on for every TribeCRM customer. It works within the access you already have: if your plan and user rights let you do something in TribeCRM, you can do it with Ask AI too.
What You Can Do with Ask AI
Get answers about your data — summaries, overviews and lookups across contacts, organisations, deals and activities. Covered in this article.
Create and update records — add a contact, create a deal or update an address, with your approval before anything is saved. See Ask AI: Create & Update Records.
Get insights based on your ICP — find the deals and patterns that actually predict wins. See Ask AI: Connected to Your Ideal Customer Profile.
Create views — turn a question into a saved, reusable list. See Ask AI: Create Views.
Create widgets — describe a chart and add it to your dashboard. See Ask AI: Create Widgets.
Which of these you can use depends on what's included in your plan and your user rights.
To Get the Best Results from Ask AI
Ask the way you'd ask a colleague. No special wording or field names needed.
Name the record you mean. Mentioning a company, person or deal by name gets you a sharper answer, faster.
Use the page you're on. Ask AI knows which record you're viewing, so on a contact's page you can simply ask "what's their last activity?"
Keep your data tidy. Ask AI answers from your CRM, so complete and up-to-date records mean better answers.
How It Works
Step 1. Open Ask AI
Click Ask AI in the top navigation bar. The chat window opens, and you can drag it anywhere on screen.
📸 [Screenshot: Ask AI button in the top navigation bar, with the chat window open next to a CRM record]
Step 2. Ask your question
Type your question and press send. For example:
"Show me my open deals"
"What activities do I have scheduled this week?"
"Give me a summary of company X"
"Which contacts are linked to opportunity Y?"
📸 [Screenshot: an Ask AI answer showing the Thinking… indicator and lookup badges above the response]
Step 3. Follow up
Ask AI remembers the conversation, so you can keep going without repeating yourself. Ask about a company, then simply ask "who are the key contacts?"
Need your screen back? Minimise the chat to a small pill in the corner and click it to pick up where you left off.
Behind the Scenes
Reads your context. Ask AI takes into account the page you're on and what you've already discussed.
Checks your access. It only uses the data and actions your plan and user rights allow.
Finds the data. It searches your CRM for the records, relationships and activity history it needs.
Shows its work. A Thinking… indicator and small badges show each lookup, so you always know what it's doing.
Answers as it goes. The response appears progressively, so you can start reading straight away.
Why This Matters
Answers in seconds. No more clicking through screens for a quick lookup.
Questions that span your CRM. Get one answer to questions that would normally take several searches.
Stay in the moment. Get what you need during a call or meeting without losing your place in the app.
FAQ
Do I need to switch Ask AI on?
No. Ask AI is available to every TribeCRM customer. Just click Ask AI in the top navigation bar.
Why can't Ask AI do something I asked for?
Ask AI follows the same access as you. If your plan or user rights don't include something — creating widgets or editing views, for example — Ask AI can't do it for you either. Contact your administrator if you think you should have access.
What can I ask?
Anything about your CRM data — contacts, organisations, deals, activities and how they're connected.
Can Ask AI change my records?
Yes, if your user rights allow it. It always shows you a preview to approve first and never deletes anything. See Ask AI: Create & Update Records.
Does Ask AI remember previous conversations?
Only within the current chat. Closing the window or starting a new chat clears the conversation.
How accurate are the answers?
Ask AI answers from the data in your CRM, so accuracy depends on how complete and up to date your records are. Like any AI, it can occasionally make mistakes, so double-check anything important.
Is there a limit on message length?
Yes. A counter in the chat input lets you know when you're getting close.
What if Ask AI can't answer?
It tells you. If there's a temporary issue, click Retry to resend your message without retyping it.
Is Ask AI available on mobile?
Not yet — Ask AI is desktop-only for now. Mobile support, voice input and connections to external data sources are planned for future releases.