Before you begin
AI Mode appears on supported list pages beside the normal search or filter controls. It is different from global search and different from Flow chat.
How AI Mode works
- Open a supported list page
- Turn on AI Mode
- Type a plain-English request
- Press Enter
- Review the updated filters and results
Where AI Mode is available
- Contacts / Leads — assigned to Sarah, no activity in 30 days, opened email last week
- Deals — proposal stage, closed won last month, above a target amount
- Listings — published in Austin, archived lakefront, active showings
- Schedule — overdue tasks assigned to me, meetings this week
- Transactions and commissions — pending payouts, paid commissions, filtered by teammate
What you should see
The page should update to show matching records, and the visible filters or URL should reflect the AI-generated filter where supported.
Common issues
- Toggle disabled — AI may not be configured for your workspace or page
- Prompt too broad — add owner, date, stage, or status
- Wrong results — clear filters and try a simpler request
- Contacts vs Leads wording — use the label shown in your workspace