Workspace

AI Mode search

Natural-language filters on list pages — Leads, Deals, Schedule, and more.

4 min readUpdated July 2026

What AI Mode does

On supported list pages, turn on **AI Mode** (sparkle toggle next to the search box), type a plain-English request, and press **Enter**. Flowforce translates your prompt into structured filters and updates the list URL.

AI Mode is **not** the same as global search (⌘K) or **Flow** chat. It only changes filters on the page you are on.

Where AI Mode is available

  • **Leads** (/dashboard/leads) — e.g. "assigned to Sarah", "opened email in last 30 days", "in Negotiation stage"
  • **Find people** (/dashboard/leads/find) — e.g. "VP Sales in Austin", "marketing directors at SaaS companies"
  • **Deals** (/dashboard/deals) — e.g. "closed won last month", "West team in proposal stage"
  • **Listings** (/dashboard/listings) — e.g. "published in Austin", "archived lakefront" (real estate workspaces)
  • **Schedule** (/dashboard/calendar) — e.g. "overdue tasks assigned to me", "meetings this week"
  • **Commissions** (/dashboard/commissions) — e.g. "pending for West team last month"
  • **Transactions** (/dashboard/transactions) — e.g. "paid commissions for Sarah in Q1"

Tips

  • AI Mode remembers your on/off preference per page in this browser.
  • Team and assignee names work best on **Leads**, **Deals**, **Commissions**, and **Transactions** when your workspace has those records loaded for admins.
  • On **Leads**, lead groups (`?groupId=`) and smart queues (`?queue=`) are separate from custom filter rules — pick one filter style at a time.
  • If AI is not configured for your workspace, the toggle stays disabled or requests fail with an error.

Ready to try this in FlowForce?

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