Ask Flow overview

Use Ask Flow to ask product questions, search CRM context, and draft grounded next actions.

8 min readUpdated June 2026

What Ask Flow is

Ask Flow is the in-app assistant for product help and CRM-aware work. It can answer how-to questions, summarize records, and propose next actions based on available workspace context.

Ask Flow is on-demand. AI Agents are automated watchers that run in the background and queue work for review.

Video walkthrough placeholder showing the Ask Flow button, chat panel, CRM answer with source links, and proposed action card.
Video: Ask Flow overview
Video walkthrough placeholder showing the Ask Flow button, chat panel, CRM answer with source links, and proposed action card.
Dashboard with Ask Flow button open, chat panel visible, answer text, source links, and related record references.
Dashboard with Ask Flow button open, chat panel visible, answer text, source links, and related record references.

Where to open it

  • Dashboard header.
  • Contact or lead detail page.
  • Deal, listing, form, or pipeline pages when context matters.
  • Any supported product area where the Flow panel is available.

Good questions to ask

  • How do I create a cadence for new inbound leads?
  • Summarize this contact's recent activity.
  • What is the next best follow-up for this deal?
  • Why was this SMS step skipped?
  • Show me contacts with no next step this week.
Ask Flow panel showing example prompts, a grounded CRM answer, cited timeline events, and links to relevant docs.
Ask Flow panel showing example prompts, a grounded CRM answer, cited timeline events, and links to relevant docs.

What Ask Flow should not replace

  • Human judgment on sensitive messages.
  • Compliance review for SMS, calling, and opt-out rules.
  • Final verification of deal, payment, or legal details.
  • Manager review when a workspace requires approval.

Ready to try this in FlowForce?

Start free — set up your workspace and follow along with this guide.

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