AI Chat

Where to find it

Open the AI tab and pick a call. Across the top are three sub-tabs:

• Transcript — what was said, with speakers labelled. This is the one you land on.
• Summary — the write-up: key takeaways, action items and topics.
• AI Chat — this page.

There is a second way in that saves a step. Open someone in Contacts and tap AI Chat: chat opens already pointed at that person's calls, ready for a question about them.

Choosing what it can see

Three pills sit at the top of the chat. They decide how much of your history the answer is drawn from.

• All Calls — your entire history. Use it when you do not know which call the answer is in, which is most of the time.
• Contact — only that person's calls. Use it for "what have we agreed with them so far".
• Call — a single conversation. Use it to interrogate one call closely.

Picking a different call from the dropdown in the header re-scopes the chat to that call. A narrower scope gives a tighter answer, because there is less to sift.

What to ask

Chat is not a search box, and treating it like one wastes it. The scope pills decide which calls the model can see; from there it can reason about them — compare, judge, draft, advise — not just find a sentence you half-remember.

Recall

• "What did I promise the Fairview buyer?"
• "When did we last talk about the roof quote?"

Judgement and coaching

• "How could I have handled that call better?"
• "What did I miss?"
• "Where did I lose them?"

Understanding a person

• "Based on every call I have had with this person, what matters to them?"
• "What would be a good gift for them?"
• "What should I know before I ring them back?"
• "Has the tone changed over time?"

Drafting

• "Draft a follow-up email for this call."
• "Turn this into three bullets for my notes."

Patterns across everything

• "Which customers sound most at risk?"
• "What objections keep coming up?"
• "Summarise this week."

Follow-ups work. The chat keeps the recent back-and-forth in view, so you can ask "and what did I say I would send?" without repeating who you mean.

Suggested questions, and changing them

Before you have typed anything, chat offers four suggested questions. Click one to ask it. They change with the scope, because the useful question is different when you are looking at everything, one person, or one call.

Scope	Suggestions include
All Calls	Top open action items · who sounds at risk · summarise this week · deals closest to closing
Contact	Summarise my history with this contact · open action items · has the tone changed · last commitment they made
Call	Key points · action items · draft a follow-up email · sentiment of this call

They are yours to change. In the desktop app and the web portal, hover over a suggestion and a small pencil appears at its right-hand edge. Click it, type your own question over the top, and press Enter to save. The pill turns purple while you are editing it.

If the same four questions are the ones you ask every day, this turns the empty chat into one click instead of retyping them.

What it draws on

Your own calls, and nothing else. It is not searching the web, and it cannot see any other customer's data — account isolation is enforced underneath every query. See Where recordings are kept.

That also means it can only answer what was actually said on a recorded call. A call you kept Private, or one taken on your carrier line with forwarding off, is not there to be asked about. See What gets recorded.

Starting a fresh conversation

Clear empties the chat and starts again. Changing the scope also starts a fresh conversation, so an answer about one contact never bleeds into a question about another.

Chat, or the summary?

They answer different questions. The summary is what you read to catch up on a call you just had, or one you have forgotten. Chat is what you use when you have a specific question and do not know which call holds the answer.

See Transcripts, summaries and tasks for the summary side.