Overview
Turn a question into a saved View in seconds. Describe the list you want — in plain language — and Ask AI finds the matching records, shows you the results, and saves them as a View you can come back to anytime. No configuration mode, no filter building.
It's ideal for anyone who wants quick, focused overviews of their data without digging through configuration menus.
✅ Available on all plans — if you can create views in TribeCRM, you can create them with Ask AI. New to Ask AI? Start with Personal Assistant - Ask AI.
To Get the Best Results from Create Views
Be specific. Include the record type and any filters — "prospects created last quarter, filterable by location" gives Ask AI everything it needs.
Name the columns you care about. Mention fields like country, creation date or account manager and Ask AI adds them to the View.
Keep your data up to date. Views show live data, so well-maintained addresses, stages and owners mean better results.
Skip the jargon. No field names or filter syntax needed — describe it the way you'd explain it to a colleague.
How It Works
Step 1. Ask for a list
Open Ask AI and describe what you want to see. For example: "Show me prospects that were created in the last quarter filterable by location".
Behind the Scenes
Checks who's asking so results only include data you have access to.
Loads your setup to understand how your records and fields are organised.
Searches your records for everything that matches, with progress indicators as it works.
Step 2. Review and refine
Ask AI returns a filtered table with the columns you asked for. Not quite right? Keep the conversation going — for example, "remove the score column".
Step 3. Save as a View
When you're happy, Ask AI shows a card with the suggested View name, filters and a data preview. Click Save view.
The View is private to start with. Share it with colleagues or teams whenever you're ready.
Step 4. Open your new View
Click Open the view in the confirmation to jump straight to it. It works like any other View, with live data that updates automatically.
Why This Matters
From question to View in under a minute. No switching to configuration mode, picking columns or setting up filters.
Lists you'll reuse. Save a focused slice of your pipeline, territory or accounts and come back to it anytime.
Anyone can do it. You don't need to know the data model to build a useful View.
FAQ
Can I change the View before saving?
Yes. Keep chatting to add or remove columns, change filters or refine the criteria before you click Save view.
Can I edit the View after it's saved?
Yes. It behaves like any other View, so you can edit columns, filters and settings as usual.
Who can see my View?
Only you, until you share it. See How Do I Create And Manage Personal Views?
How is this different from creating Views in configuration mode?
Configuration mode also has an Ask AI button on the Views tab. The chat approach lets you do the same from anywhere in TribeCRM — no need to switch modes or know where to start. See How Do I Use Ask AI to Create Views?
Which records can I create Views for?
Any record type in your TribeCRM environment — organisations, contacts, leads, opportunities, activities and more.
Why can't Ask AI save a View for me?
Ask AI follows your plan and user rights. If you can't create views in TribeCRM, Ask AI can't either.