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 can also take action for you: create and update records, reassign deals, save views and build dashboard widgets.
✅ Available on all plans — Ask AI 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.
How It Works
Click Ask AI in the top navigation bar.
Type your question, e.g. "my open deals closing this month, sorted by value". Small badges show each lookup while it works.
Keep the conversation going — Ask AI remembers what you discussed, so you can simply follow up with "who are the key contacts?"
Whenever Ask AI wants to change something, it shows you a preview first. Nothing is saved until you click Accept.
What You Can Do with Ask AI
Get ready for a call
Ask "prepare me for my next meeting" for a briefing on the account: attendees, where the deal stands, its value and any overdue follow-ups.
Summarise the list on screen
With a list open, ask "summarise this list" for totals by phase, open vs. closed, and a flag for records with missing values.
Create or update a record
Say "a follow-up for Thursday" and Ask AI drafts the task, linked to the right deal, for you to accept. Updates work the same way. See Ask AI: Create & Update Records.
Reassign a deal
Say "move the Noordzee deal to Mark Jansen". Ask AI shows the current and new owner, and changes it once you accept.
Save a view
Ask for the list you need, e.g. "prospects I haven't contacted in 30 days", then choose Save view to keep it for next time. See Ask AI: Create Views.
Build a dashboard widget
Describe the chart, e.g. "open deals by stage". Ask AI builds it and asks which dashboard to add it to. See Ask AI: Create Widgets.
Export a list
With a list on screen, ask "export this view into a file". You get a download link to a spreadsheet with the same columns (valid for 7 days).
Which of these you can use depends on your plan and user rights.
Tips for the Best Results
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 a sharper answer.
Use the page you're on. Ask AI knows which record or list you're viewing, so "what's their last activity?" is enough.
Keep your data tidy. Complete, up-to-date records mean better answers.
FAQ
Do I need to switch Ask AI on?
No. It's available to every TribeCRM customer.
Why can't Ask AI do something I asked for?
Ask AI has the same access as you. If your plan or user rights don't include something, Ask AI can't do it either. Contact your administrator if you think you should have access.
Can Ask AI change my records?
Yes, if your user rights allow it. It always shows a preview to approve first and never deletes anything.
Does Ask AI remember previous conversations?
Only within the current chat. Closing the window or starting a new chat clears it.
How accurate are the answers?
Ask AI answers from your CRM data, so accuracy depends on how complete your records are. Like any AI, it can make mistakes, so double-check anything important.
What if Ask AI can't answer?
It tells you. If there's a temporary issue, click Retry to resend your message.
Is Ask AI available on mobile?
Not yet — Ask AI is desktop-only for now.