62 Cosas que Puedes Preguntarle a Tu CRM

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Your CRM Has a Chat Bar. Here Is Everything It Can Do.

SalesSheet's AI assistant is not a chatbot that answers FAQs. It is a tool-calling agent with access to 62 distinct operations across your CRM data. You type a request in plain English, the AI determines which tools to call, executes them, and returns the result. No menus, no filters, no query builders. Just say what you want.

We have organized all 62 tools into 8 domains. For each tool, we show an example prompt you might type. Every single one of these works today in SalesSheet.

The best interface is no interface. When you can just tell your CRM what you need, every other interaction pattern feels like extra work.

1. Contact Search and Discovery (11 tools)

The most common use of the AI is finding information. Instead of navigating to the contacts page, setting filters, and sorting results, you just ask.

1. Search contacts by name -- "Find all contacts named Sarah"
2. Search contacts by company -- "Show me everyone at Acme Corp"
3. Search contacts by tag -- "List all contacts tagged VIP"
4. Search contacts by custom field -- "Who has industry set to Healthcare?"
5. Search contacts by last activity -- "Contacts I haven't talked to in 30 days"
6. Search contacts by location -- "Show contacts in Mexico City"
7. Search contacts by deal stage -- "Who has deals in the Negotiation stage?"
8. Search contacts by email domain -- "Find everyone with a @google.com email"
9. Search contacts by phone area code -- "Contacts with a 415 phone number"
10. Count contacts -- "How many contacts do we have from Brazil?"
11. Find duplicates -- "Show me possible duplicate contacts"

2. Contact Management (8 tools)

Creating and updating contacts without ever leaving the chat.

1. Create contact -- "Add a new contact: John Smith, john@acme.com, VP Sales"
2. Update contact field -- "Change Sarah's title to CEO"
3. Add tag -- "Tag all contacts at Acme Corp as Enterprise"
4. Remove tag -- "Remove the Cold Lead tag from Maria Garcia"
5. Merge contacts -- "Merge the two John Smith records"
6. Delete contact -- "Delete the contact for test@test.com"
7. Restore deleted contact -- "Undo the delete of Maria from last week"
8. Bulk update -- "Set the source field to Webinar for all contacts tagged Event-Marzo"

3. Deal and Pipeline (10 tools)

Manage your sales pipeline conversationally.

1. Create deal -- "Create a $50K deal for Acme Corp in the Proposal stage"
2. Update deal stage -- "Move the Acme deal to Won"
3. Update deal value -- "Change the BigCo deal to $75K"
4. List deals by stage -- "Show all deals in Negotiation"
5. Pipeline summary -- "What is my total pipeline value?"
6. Deals closing this month -- "Which deals are expected to close in Febrero?"
7. Stale deals -- "Show deals that haven't moved stages in 14 days"
8. Deal history -- "Show me the stage history for the Acme deal"
9. Win rate -- "What is our win rate for Q1?"
10. Revenue forecast -- "Forecast revenue for next month"

4. Email (9 tools)

Compose, search, and analyze emails through the email sync integration.

1. Draft email -- "Write a follow-up email to Sarah about the proposal"
2. Draft email with Voice DNA -- "Write a cold outreach to John using my voice style"
3. Search emails -- "Find all emails mentioning pricing from last week"
4. Email summary -- "Summarize my email thread with Acme Corp"
5. Unread count -- "How many unread emails do I have from VIP contacts?"
6. Email templates -- "Show my saved email templates"
7. Schedule email -- "Send this email to Maria at 9 AM tomorrow"
8. Bulk email -- "Send the Q1 update template to all contacts tagged Newsletter"
9. Email analytics -- "What is my email open rate this month?"

5. Calling (7 tools)

The built-in calling feature is fully accessible through chat.

1. Call contact -- "Call Sarah Chen"
2. Call log -- "Show all calls from today"
3. Call summary -- "Summarize my last call with the Acme team"
4. Transcription search -- "Find calls where we discussed pricing"
5. Call duration stats -- "What is my average call duration this week?"
6. Missed calls -- "Show missed calls from the last 24 hours"
7. Call recording -- "Play back the recording from my call with John yesterday"

6. Activities and Tasks (8 tools)

Log activities and manage tasks without switching views.

1. Log activity -- "Log a meeting with Sarah about the Q2 plan"
2. Create task -- "Remind me to follow up with John on Friday"
3. List tasks -- "What are my tasks for this week?"
4. Complete task -- "Mark the Acme follow-up task as done"
5. Activity feed -- "Show recent activity for the BigCo account"
6. Activity stats -- "How many calls did I make this week vs last week?"
7. Overdue tasks -- "Show all overdue tasks"
8. Assign task -- "Create a task for Maria to review the Acme proposal by Thursday"

7. Analytics and Reports (5 tools)

Pull insights from your analytics without building reports manually.

1. Pipeline report -- "Show pipeline value by stage for Q1"
2. Activity report -- "Compare my team's activity counts this month vs last month"
3. Conversion report -- "What is the conversion rate from Demo to Proposal?"
4. Revenue report -- "Show closed revenue by month for 2026"
5. Leaderboard -- "Who has the most closed deals this quarter?"

8. System and Settings (4 tools)

Even administrative actions work through chat.

1. Export contacts -- "Export all contacts tagged VIP as CSV"
2. Import preview -- "How many contacts are in my last import?"
3. Custom field list -- "What custom fields do we have?"
4. Automation status -- "Are any automations paused right now?"

How the AI Decides Which Tool to Use

Behind the scenes, the AI assistant uses a tool-calling architecture. Each of the 62 tools has a structured definition that describes what it does, what parameters it accepts, and what it returns. When you type a message, the AI model evaluates your intent against all 62 tool definitions and selects the best match. For complex requests, it chains multiple tools together.

For example, "Email all contacts in the Negotiation stage about the price increase" requires three tools chained: (1) search contacts by deal stage to find contacts in Negotiation, (2) draft email using the prompt context, and (3) bulk email to send to the results of tool 1. The AI handles this orchestration automatically.

You do not need to know these 62 tools exist. Just ask for what you want. The AI figures out which tools to call. That is the entire point.

What We Are Adding Next

The 62 tools today cover the core CRM workflow. We are actively building tools for:

• Slack integration queries -- "Show me Slack messages from the #sales channel mentioning Acme"
• Calendar integration -- "Schedule a meeting with Sarah next Tuesday at 2 PM"
• Contact enrichment on demand -- "Enrich all contacts at Acme Corp with LinkedIn data"
• Custom report builder -- "Build a report showing average deal size by source channel"

Every new feature we build gets a corresponding AI tool. The chat interface scales automatically because adding a tool does not require any UI changes -- just a new tool definition and a handler function. The 62 tools today will be 80 by mid-year. The interface stays the same: a text box where you type what you need.