Ask Flow

Your CRM co-pilot, on every screen.

Workspace AI built into FlowForce: not a side tab. Search records, summarize pipeline, and take confirmed actions from one global chat panel.

Start freeCompare to AI Agents

Included on Pro with generous AI usage. Free includes core chat on leads.

Weekly summaryContacted by source

How it works

Ask → confirm → act

Every write shows a confirmation card before anything saves or sends. You stay in the driver's seat.

01 · Ask

Open from anywhere in the dashboard

Ask Flow knows which page you're on. Search leads, deals, tasks, and contacts without copying IDs or building filters.

⌘K · Ask Flow
Search pages & features…
Panel follows you across Dashboard, Leads, Deals

02 · Answer

Grounded in your CRM timeline

Responses cite emails, calls, meetings, and stage history. Not generic chatbot guesses.

Sarah Chen · Northwind Logistics
Last email opened · 2d ago
Stage · Qualified
Last call · 4m 12s yesterday

03 · Confirm

Actions you approve in-thread

Draft emails, create tasks, update stages, and add notes. Each action shows a confirmation card before it fires.

Create follow-up task?
Due tomorrow · assigned to Alex Rivera
ConfirmCancel

Quick answers

Quick answers

What is Ask Flow?

Ask Flow is FlowForce's on-demand AI assistant on your workspace data. Search pipeline, prep for a call, or draft a reply without leaving the CRM. Answers stay grounded in your leads, deals, and timeline.

How is Ask Flow different from AI Agents?

Ask Flow is when you ask. AI Agents watch for stalls and missed SLAs in the background and queue drafts for approval. Together they cover on-demand help and automated follow-up.

Use cases

What reps ask every day

Scenario-first. The questions that actually move pipeline.

Morning pipeline review

What should I focus on today?

3 replies overnight · 2 deals stuck in Proposal

Pre-call prep

Summarize this lead before my demo.

Sarah Chen · emails, calls, open tasks

Draft follow-up

Write a reply from the pricing thread.

Uses Gmail identity · you approve send

Update the record

Move to Negotiation and add a note.

Confirmed write · logs to timeline

Ask Flow vs AI Agents

Same timeline. Different job.

Use both. Ask Flow when you ask, AI Agents when you're busy.

Ask Flow
  • →You ask on demand
  • →Search, summarize, draft in chat
  • →You confirm every write
  • →Best for: “What should I do on this deal?”
Read the overview →
AI Agents
  • →Runs on schedule and events
  • →Queues follow-up automatically
  • →You approve sends
  • →Best for: “Don't let leads go cold”
Explore AI Agents →

Built for teams

Confirmed writes, role-aware tools

Reps get selling tools. Admins can inspect integrations and audit logs where permissions allow.

Permissions · Alex Rivera
Write actionsConfirmation card required
Send from mailboxGmail or Outlook connected
Streaming answersPick list when ambiguous
Usage meteringPro wallet · same as Agents
Under the hood

Workspace-wide search

Leads, deals, tasks, and contacts from one thread.

Lead-level depth

Full activity history on any record you open.

Tools by role

Selling tools for reps; admin tools where allowed.

<30s
to summarize a lead
1
panel across all pages
0
tab switching for search

“I ask what to do on a deal and get a draft I can send in one click. No more digging through tabs.”

MR
Morgan Reed
SDR Manager · Harbor Point Co.

Try Ask Flow on your workspace

Pair with AI Agents for follow-up that runs in the background while you sell.

Free for one seat. No credit card. View pricing

Explore FlowForce

AI Agents

Automated follow-up with approval queues.

For AEs

Draft follow-ups without leaving the deal.

Ask Flow overview

How workspace AI search and actions work.

Pricing

Ask Flow on Free with limits; wallet on Pro.

Ready to try it? Start free. No credit card.