Overview
Get the dashboard you want by describing it. Tell Ask AI what you'd like to see and it builds a live widget from your CRM data — no configuration menus, no drag-and-drop builders. You ask, it builds, you decide where it goes.
It's ideal for sales managers who want quick pipeline views, account managers tracking activity across their portfolio, or anyone who wants a custom dashboard without the setup time.
✅ Available on all plans — if you can create widgets 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 Widget Creation
Say what and how. Include the record type and how to group it — "deals per sales stage" works better than "show me deals".
Keep your data clean. Widgets show live data, so fields like Phase, Status and Owner work best when they're filled in consistently.
Think about where it belongs. Your Sales workspace, a personal dashboard or a team overview — pick the place you'll look at it every day.
Refine with follow-ups. Not quite right? Ask for a different grouping, chart type or filter.
How It Works
Step 1. Ask for a widget
Open Ask AI and describe the widget you'd like. For example:
"Make me a widget of opportunities per sales stage"
"Show me a chart of open activities by owner"
"Create a widget with new leads per month"
Behind the Scenes
Understands your request and picks the right records — deals, contacts, activities and so on.
Chooses the grouping — for example, grouping deals by Phase when you ask for "sales stage".
Picks the best chart. A pipeline by stage becomes a funnel; a count over time becomes a bar chart.
Builds a preview from your live CRM data.
Step 2. Preview the widget
Ask AI shows the widget as an interactive preview in the chat, using your real data and a legend with counts per category. Then choose:
Add widget — keep it and choose where it goes
No thanks — discard it and ask for something else
The widget is private to you until you decide to share it.
Step 3. Place it on a workspace
After you click Add widget, pick a workspace — your Sales workspace, for example — and click Add here. The widget is now live and updates automatically as your data changes.
Why This Matters
Seconds, not setup. Skip the configuration screens, chart types and field mapping — one sentence gets you a working widget.
Dashboards that stay relevant. When it's this easy to add a view, your dashboards keep up with what you actually need to see.
More time acting on data. Less time configuring how to see it.
FAQ
What kinds of widgets can Ask AI create?
Funnels, tiles, bar charts and grouped totals. Ask AI picks the best format for your request — a pipeline by phase becomes a funnel, a count by owner becomes tiles.
What if Ask AI picks the wrong chart type?
Just ask — "make that a bar chart instead" or "group it by owner". You get a new preview to accept or decline.
Can I edit a widget after placing it?
Yes. Move, resize or remove it from your workspace as usual.
Are widgets visible to others?
Not by default. You can share them later through the standard workspace sharing options.
Why can't Ask AI create a widget for me?
Ask AI follows your plan and user rights. If you can't create widgets in TribeCRM, Ask AI can't either.
Is there a limit to how many widgets I can create?
Ask AI doesn't set one. Your workspace setup and plan decide how many widgets you can place.