Workspace-wide context
Ask Flow opens from anywhere in the dashboard. It knows which page you are on and can search leads, deals, tasks, and contacts without you copying IDs.
Ask Flow is workspace AI built into FlowForce — not a side tab. Search records, summarize pipeline, and take approved actions from one global chat panel.
Free forever for one seat. No credit card required.
3 leads replied overnight. 2 deals are stuck in Proposal with no activity in 5+ days.
Generic chatbots do not know your pipeline. Ask Flow is wired to FlowForce data and tools — so answers cite real records and suggested actions map to what your team is allowed to do.
Capabilities
Ask Flow opens from anywhere in the dashboard. It knows which page you are on and can search leads, deals, tasks, and contacts without you copying IDs.
Draft emails, create tasks, add notes, and update records from chat. Every write shows an in-thread confirmation card before anything is saved or sent.
When Gmail or Outlook is connected, Ask Flow can prepare outbound email using your real sending identity. You pick the mailbox and approve the message.
On any lead, open Flow chat for summaries, next-step suggestions, and activity-aware drafts grounded in emails, calls, meetings, and deal history.
Reps get selling tools. Admins can inspect integrations, tenant settings, and audit logs where permissions allow — without leaving the thread.
Responses stream in real time with pick lists when a search returns multiple matches, so you choose the right record before going deeper.
Included on Pro with generous AI usage. Free includes enough to explore core chat on leads.