Overview
Tribe AI can now turn a simple question into a saved, reusable View in Tribe. Instead of switching to configuration mode and building filters manually, you describe what you want to see — in plain language — and the chatbot searches your CRM data, shows you the results, and offers to save the list as a View you can come back to anytime. It's ideal for anyone who wants quick, filtered overviews of their data without navigating configuration menus.
To Get the Best Results from Create Views
Be specific about what you're looking for. Include the record type, any filters, and which fields matter to you. For example, "Show me prospects that were created in the last quarter filterable by location" gives the chatbot everything it needs to build the right list.
Mention the columns you want to see. If specific fields are important — like country, creation date or account manager — include them in your request. The chatbot will add them to the View it suggests.
Keep your CRM data up to date. The View pulls live data from your records, so the quality of your results depends on how well your records are maintained — especially address fields, stages, and ownership.
Use natural language. You don't need to know field names or filter syntax. Just describe what you need the way you'd explain it to a colleague.
How It Works
Step 1. Ask Tribe AI for a list
Open the Tribe AI chatbot and describe the data you want to see. For example:
"Show me prospects that were created in the last quarter filterable by location"
Step 2. Tribe AI searches your records
The chatbot goes to work behind the scenes. It loads your profile, understands the data structure, and searches across your records to find everything that matches your request. You'll see progress indicators as it works.
Step 3. Review the results
Tribe AI returns a filtered table with the matching records, including the columns you asked for. Take a moment to review the data and make sure it looks right. If something is off, you can continue the conversation to refine the results — for example, "Remove the score column."
Step 4. Save as a View
Once you're happy with the results, Tribe AI offers to save the list as a reusable View. A card appears with the suggested View name, the filter criteria, and a preview of the data. Click Save view to create it.
The View starts as private — only you can see it. You can share it with colleagues or teams later whenever you're ready.
Step 5. Open your new View
After saving, a confirmation appears with an Open the view link. Click it to jump straight to your new View in Tribe, where it's ready to use just like any other View — complete with live data that updates automatically.
Why This Matters
Building a filtered View normally means switching into configuration mode, selecting columns, setting up filters, and navigating the data model. With this feature, the entire process happens in a conversation — from question to saved View in under a minute. It's especially useful when you need a quick, focused overview of your pipeline, territory, or any specific slice of CRM data, and you want to save it for later without the setup overhead.
FAQ
Can I edit the View after it's been created?
Yes. Once saved, the View behaves like any other View in Tribe. You can edit the columns, filters, and settings manually using Tribe's standard editing tools.
Is the View private by default?
Yes. Every View created through the chatbot starts as a personal (private) View. You can share it with colleagues or teams whenever you choose. Learn more about personal views and sharing in How Do I Create And Manage Personal Views?
How is this different from creating Views in configuration mode?
When you use the Tribe AI button in configuration mode (on the Views tab), you're building a View from within the admin interface. The chatbot approach lets you do the same thing from a conversation — you don't need to be in configuration mode or even know which tab to start from. Just ask, review, and save. For more on the configuration-mode approach, see How Do I Use Tribe AI to Create Views?
Can I ask the chatbot to change the View before saving?
Yes. Before you click Save view, you can continue the conversation to adjust the results — add or remove columns, change filters, or refine the criteria. The chatbot will update the View accordingly.
What types of records can I create Views for?
You can create Views for any record type available in your Tribe environment — organisations, contacts, leads, opportunities, activities, and more. Just describe what you're looking for and the chatbot will work with the relevant data.