AI & Intelligence

Ask Flow

Your CRM co-pilot on every screen

Ask Flow is workspace AI built into FlowForce, not a side tab. Search leads and deals, summarize pipeline, draft follow-ups, and take confirmed actions from one global chat panel grounded in your CRM data.

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Sync
FlowForce
AI & IntelligenceConnected
Meeting booked · synced to lead timeline
Deal stage updated · pushed to CRM
Reply detected · cadence paused

What you get

  • Open from the dashboard or any lead record
  • Search leads, deals, tasks, and contacts in plain English
  • Draft emails and create tasks with in-thread confirmation
  • Send from connected Gmail or Outlook after you approve
  • Tools by role for reps and admins
  • Streaming answers with pick lists when multiple matches exist

How it works

  1. 1

    Open Ask Flow from the dashboard or a lead page. No separate login.

  2. 2

    Ask in plain English: pipeline summaries, next steps, or record lookups.

  3. 3

    Review suggested actions in the chat thread and confirm before anything saves.

  4. 4

    Optional: send approved email drafts from your connected mailbox.

Related integrations

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AI Agents

Automated follow-up with approval queues

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Meeting Assistant

Transcripts and AI summaries on every sales call

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Gmail

Send cadences and sync threads from your Gmail inbox

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Zoom

AI transcripts and summaries on every Zoom call

More ways to connect FlowForce

All integrations

See every tool FlowForce connects to.

Email inbox

Send and sync from connected mailboxes.

Migration guide

Move from HubSpot, Salesforce, or CSV.

Pricing

Pro unlocks full send, sync, and Meeting Assistant.

Ready to try it? Start free — no credit card.

Connect Ask Flow to FlowForce.

OAuth setup takes minutes. Every touchpoint logs to the right lead automatically.

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