Before you begin
- Ask Flow uses the same product help as flowforce.app/docs
- Available on Dashboard and record pages (lead, deal, form, listing)
- Uses credits for AI chat and tool calls
Open Ask Flow
- Header → Flow chat on any dashboard page
- Lead or deal detail → Flow tab for record context
- Command palette — jump to pages; Flow answers how-to separately
- On listings and forms, context includes the open record id
What Flow can do
- Answer how-to questions with links to public docs
- Search leads, deals, and contacts when permitted
- Summarize timeline activity on the open record
- Suggest next steps grounded in emails, calls, and meetings
Ask Flow vs AI Agents
- Ask Flow — you ask; AI responds on demand
- AI Agents — automated follow-up with approval queue — /docs/outreach/ai-agents/
- Both read the same CRM timeline
Common issues
- Generic answers — open Flow from the specific lead or deal page
- Tool blocked — check role permissions and credits
- Wrong record — confirm URL matches the lead you mean