AI & Intelligence

Ask Flow

CRM-grounded AI 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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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
Role-aware tools for reps and admins
Streaming answers with pick lists when multiple matches exist

How it works

1
Open Ask Flow from the dashboard or a lead page — no separate login.
2
Ask in plain English: pipeline summaries, next steps, or record lookups.
3
Review suggested actions in the chat thread and confirm before anything saves.
4
Optional: send approved email drafts from your connected mailbox.