Overview
Keep your CRM up to date without opening a single form. Tell Ask AI what you want to add or change — "add a new contact at Acme", "create a deal for X", "update the address for Y" — and it prepares the change for you.
You stay in control: Ask AI shows you exactly what it will do and only saves after you approve. It only ever adds or updates information — it never deletes anything. It's ideal for anyone who wants to log updates in the flow of a call or meeting.
✅ Available on all plans — Ask AI can create and update the same records you can. If your user rights don't allow a change, Ask AI can't make it either.
💡 New to Ask AI? Start with Personal Assistant - Ask AI.
To Get the Best Results from Create & Update
Name the record you mean. Mentioning the organisation or person by name helps Ask AI find the right record first time.
Include the details. Add the phone number, role, deal value or date in your request — the more you give, the fewer questions Ask AI needs to ask.
Keep your records tidy. Ask AI checks for existing records before creating new ones, so clean data means better matches.
Check the preview. Take a second to review the card before you click Accept.
How It Works
Step 1. Describe what you want
Open Ask AI and type what you want to create or change, in plain language. No special wording needed.
Behind the Scenes
Finds the right record. Ask AI searches your CRM for the organisation, person or deal you mentioned.
Checks for duplicates. Before creating anything new, it looks for close matches and checks with you if it finds one.
Fills the gaps. If a detail is missing or your request could mean more than one thing, it asks a quick question.
Step 2. Review the preview
Ask AI shows a preview card describing exactly what it will do, with Accept and Refuse buttons. Nothing is saved until you click Accept.
Step 3. Done
After you click Accept, Ask AI applies the change, shows a live checklist as it works, and confirms what was created or updated.
Example: Updating an Existing Record
You can make several changes in one go. For example, ask Ask AI to add a phone number to a contact and mark their organisation as a hot prospect.
Ask AI summarises both changes in one preview card, then confirms each one once you accept.
What Ask AI Can Create and Update
Relations — organisations and people (companies, contacts, private individuals)
Relationships — roles such as customer, supplier, lead, prospect, hot prospect, competitor, contact person or employee
Activities — tasks, appointments, calls, events, deals, offers, invoices, sales orders, subscriptions, support tickets, documents, work orders, projects, campaigns and emails
Products and product lines — catalogue items and line items on deals and offers
Addresses, notes and labels on any of the above
What's available to you depends on your plan and user rights.
Why This Matters
Update as you go. Log changes during a call or meeting, without leaving the chat.
No orphaned records. Find prospects and leads without an owner and assign them to your team.
Cover absences quickly. Reassign records to colleagues in seconds when plans change.
FAQ
Does Ask AI save changes automatically?
No. It always shows a preview first and only saves after you click Accept.
What happens if I click Refuse?
Nothing is changed. You can adjust your request and Ask AI prepares a new preview.
Can Ask AI delete records?
No. It only adds and updates information.
Why can't Ask AI make a change I asked for?
Ask AI follows your user rights. If you can't make that change in TribeCRM yourself, Ask AI can't either.
Will it create duplicates?
Ask AI checks for existing records first and asks you when it finds a close match.