Workspace AI built into FlowForce — not a side tab. Search records, summarize pipeline, and take confirmed actions from one global chat panel.
Included on Pro with generous AI usage. Free includes core chat on leads.
How it works
Every write shows a confirmation card before anything saves or sends. You stay in the driver's seat.
01 · Ask
Ask Flow knows which page you're on. Search leads, deals, tasks, and contacts without copying IDs or building filters.
02 · Answer
Responses cite emails, calls, meetings, and stage history — not generic chatbot guesses.
03 · Confirm
Draft emails, create tasks, update stages, and add notes — each action shows a confirmation card before it fires.
Use cases
Scenario-first — the questions that actually move pipeline.
What should I focus on today?
Summarize this lead before my demo.
Write a reply from the pricing thread.
Move to Negotiation and add a note.
Ask Flow vs AI Agents
Use both — Ask Flow when you ask, AI Agents when you're busy.
Built for teams
Reps get selling tools. Admins can inspect integrations and audit logs where permissions allow.
Leads, deals, tasks, and contacts from one thread.
Full activity history on any record you open.
Selling tools for reps; admin tools where allowed.
“I ask what to do on a deal and get a draft I can send in one click. No more digging through tabs.”
Pair with AI Agents for follow-up that runs in the background while you sell.