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Ask AI

Work with your CRM through conversation.

Find the customer details you need, prepare a report, or ask for a record update. Ask AI brings supported CRM work and content creation into one conversation, using the access available to your account.

Get Started Schedule a Demo

Ask AI is usage-based. See AI Employee coverage.

Everyday work

Start with the task in front of you.

  1. Understand dashboard results

    With Ask AI access, request a dashboard or widget summary and ask follow-up questions. Save a summary widget for the dashboard; review which widgets have data before relying on the explanation.

  2. Find the details before a follow-up

    Ask about a contact, review open opportunities, or check appointments. Give Ask AI the names and context it needs to find the right records.

  3. Prepare files you can use

    Create reports, Word documents, PowerPoint presentations, PDFs, and Excel workbooks. Upload supporting data, use your available Brand Board settings, and request revisions before downloading or saving a file.

  4. Keep context in a project

    Group related chats with reference files, instructions, and memory. A campaign project can retain your audience and writing guidelines across conversations, with scheduled prompts for recurring work.

  5. Make sense of a larger request

    Ask AI can split complex research into focused tasks, work on them in parallel, and combine the findings. Review the resulting recommendations before applying changes to your business.

  6. Reuse instructions with Skills

    Use reusable Skills for work you repeat, such as preparing a client update. Available actions also depend on the tools connected to your account and your user permissions.

  7. Work through websites with Computer

    Give Ask AI a website or file task and watch it work in a cloud desktop with a browser, terminal, and files. You can take over when needed. Account access controls apply, and sensitive actions or tool installations can require your approval.

  8. Continue through WhatsApp

    Connect your WhatsApp number to send requests, voice notes, images, and documents to Ask AI. Review formatted responses and generated audio or video in the conversation. Ask AI Dispatch supports one connected WhatsApp number per location.

Example request

Turn campaign data into a report.

“Use this campaign CSV to create a presentation for our monthly review. Show the results and flag anything we should check.”

An example prompt to adapt to your own data. Review the output before sending it to a client or using it to make a decision.

  1. Give it the source material

    Upload your campaign data and explain who will read the report. Add your brand guidelines to an Ask AI Project if you will reuse them.

  2. Review the first version

    Ask for the file format you need, then check the figures, wording, and layout. Request a shorter explanation or a different chart through the same chat.

  3. Keep the file

    Download the finished document or save it to Media Storage. For recurring reports, check which file-generation and delivery actions your scheduled task supports.

Personal context

A workspace for your ongoing work.

Use an Ask AI Project for a campaign, reporting cycle, or another job with reference material you want to keep. Project instructions and memory stay with related conversations. Projects are private to you.

For shared tasks, assignments, and deadlines, explore Project Management, which has its own beta availability.

Access and review

Work within the permissions you already have.

Ask AI follows your CRM permissions and the AI access configured for your account. A user who can only view a record cannot use Ask AI to edit it. Some capabilities may also be disabled separately.

Check the records and changes listed in approval requests before continuing. For files and research, verify important facts and calculations; an automated check does not replace your review.

Working away from your desk? Explore Ask AI voice in the mobile app.

Questions about Ask AI

What to know before you start.

Can I talk to Ask AI in the SMBcrm mobile app?

Yes. Dictate a message and edit it before sending, or use Voice Mode for a spoken conversation. You can interrupt and switch back to text. Microphone permission, account access and normal AI usage allowances apply. This helps you work inside SMBcrm; Voice AI is the separate tool for customer calls.

What is Ask AI in SMBcrm?

Ask AI is an assistant for people working inside SMBcrm. Use it to retrieve information, create content and files, and request supported CRM actions in plain language. Conversation AI and Voice AI are the agents that handle customer chats and calls.

Can Ask AI create documents and spreadsheets?

Yes. Ask AI can generate PDFs, Word documents, PowerPoint presentations, and Excel workbooks using your instructions and supported reference files. Preview the output, request edits, and download it or save it to Media Storage. Check important facts, formulas, and formatting before sharing.

Are Ask AI Projects shared with my team?

No. Ask AI Projects and their chats are private to each user, with separate projects for each account. They keep related instructions, files, and memory together. Team task tracking is handled by SMBcrm Project Management, a separate feature currently in beta.

What files can I add to an Ask AI Project?

Each project supports up to 50 reference files in PDF, Word (.docx), plain text, Markdown, or CSV format. You can upload files, select material from Media Storage, or add text documents.

What controls what Ask AI can change?

Ask AI follows both your normal SMBcrm user permissions and the AI access configured for your account. Access levels and capability settings can restrict features or actions. Review approval requests when they appear; assigning AI access does not grant permission to change records your user cannot otherwise change.

Can Ask AI work with websites that have no direct integration?

Yes. Ask AI Computer can use websites and work with files on its own cloud desktop. You can watch the live preview and take over for steps such as sign-in or verification. Computer can access the public internet, but not private networks or internal cloud services. Availability follows the access configured for your account.

Can I call or text Ask AI?

Phone Dispatch supports calls and texts where the capability is enabled. Setup requires a supported US phone number, SMS verification, and a six-digit call PIN. One phone number can be connected to Phone Dispatch per location. Ask us to confirm eligibility and setup for your account.

How is Ask AI usage covered?

Ask AI is usage-based, with allowances available through AI Employee. Usage depends on the work requested. See the AI Employee coverage guide for current allowances and pay-per-use details, and confirm account access before planning a new workflow.

Check current AI Employee coverage and usage, or explore all AI features.

60-day money-back guarantee

Bring a task to your demo.

Show us the report, follow-up, or recurring admin work you want help with. We can walk through the available tools and account setup together.

Get Started Schedule a Demo

  1. 60-day money-back guarantee

    Eligible Startup and Professional initial subscription fees only. Usage and add-ons are excluded. Read the refund terms.

  2. No setup fees

    Plan your setup with training and support

  3. Cancel anytime

    No long-term contracts, stay because you want to