Overview
TribeAI can now do more than answer questions about your CRM — it can create and update records for you, directly in TribeCRM. Describe what you want in plain language, and TribeAI prepares the change, then asks for your approval before anything is saved. It never makes changes without your confirmation, and it only ever adds or updates information — it never deletes anything on its own.
This is ideal for anyone who wants to keep their CRM up to date in the flow of a conversation, without clicking through forms and screens.
🔒 Insider Program feature — This feature is currently available to customers enrolled in the AI Insider Program, on Advanced and Ultimate plans.
💡 New to TribeAI? Start with Personal Assistant - TribeAI Chatbot for the basics of activating and using the chatbot.
To Get the Best Results from Create & Update
Name the record you mean. Mentioning the organisation or person by name helps TribeAI target the right record and reduces back-and-forth.
Include the details in your request. Add the phone number, role, deal value, or date you want set — the more you provide up front, the fewer clarifying questions TribeAI needs to ask.
Keep your existing records tidy. TribeAI searches your CRM before creating anything to avoid duplicates, so cleaner data leads to better matches.
Always review the preview card. Check exactly what TribeAI is about to do before you click Accept.
How It Works
Just tell TribeAI what you would like to do — for example "add a new contact at Acme", "create a deal for X", or "update the address for Y". TribeAI looks up the relevant records, confirms any missing details with you, and prepares the change as a preview card. Nothing is saved until you click Accept.
Step 1: Describe your request
Type what you want to create or change in plain language. There's no special syntax to learn.
Step 2: Tribe AI finds the right record
Tribe AI searches your existing records first, so it doesn't create duplicates. When it finds similar organisations or people, it checks which one you mean before continuing.
📸 [Screenshot: TribeAI searching existing records and asking which organisation the user means]
Step 3: Review the preview card
Once the details are confirmed, Tribe AI shows a preview card describing exactly what it will do, with Accept and Refuse buttons. The card reassures you that only adds and updates are made — nothing is deleted.
📸 [Screenshot: preview card for a new record with Accept and Refuse buttons]
Step 4: Tribe AI applies the change
After you click Accept, TribeAI applies the change and shows a live checklist followed by a confirmation summary of what was created or updated.
📸 [Screenshot: live checklist and confirmation summary after a record is created]
Updating an existing record
TribeAI can also update records you already have. For example, you might ask it to add a phone number to a contact and mark them as a hot prospect at the same time.
When a request could be interpreted in more than one way, TribeAI asks a quick clarifying question so the change lands on the right record.
📸 [Screenshot: Tribe AI asking a clarifying question before updating a record]
As with creating records, Tribe AI presents a preview card summarising the update before applying it, then confirms both changes once you accept — for example, that the phone number was added and the organisation is now marked as a hot prospect.
📸 [Screenshot: update preview card and the confirmation summary after approval]
What TribeAI Can Create and Update
TribeAI can help you create or update almost anything you manage in TribeCRM:
Relations — organisations and people (companies, contacts, private individuals)
Relationships — the roles they play, such as customer, supplier, lead, prospect, hot prospect, competitor, contact person, or employee
Activities — tasks, appointments, calls, events, sales opportunities (deals), offers/quotations, invoices, sales orders, subscriptions, support tickets, documents, work orders, projects, campaigns, and emails
Products and product lines — catalog items and line items on deals and offers
Addresses, notes, and labels attached to any of the above
Why This Matters
Keeping a CRM current usually means stopping what you're doing to open forms and fill in fields. With create and update, you can make those changes in the same conversation where you're already working.
Update records in the flow of a call or meeting, without leaving the chat
Avoid duplicates — TribeAI checks existing records before creating anything
Stay in control — every change is previewed and requires your approval
Peace of mind — TribeAI only adds and updates, and never deletes on its own
Frequently Asked Questions
Does Tribe AI save changes automatically? No. Tribe AI always shows a preview card first and only applies a change after you click Accept.
Can Tribe AI delete records? No. Tribe AI only adds and updates information — it never deletes records on its own.
What if Tribe AI isn't sure which record I mean? It asks a quick clarifying question before making any change, so the update lands on the right record.
Will it create duplicates? Tribe AI searches your existing records before creating anything and will check with you when it finds close matches, which helps keep your data clean.
Do I need to use special wording? No. Describe your request in plain language, just as you would when asking Tribe AI a question.