The AI chat interface is the heart of SalesSheet.ai. Instead of navigating through menus and forms, you simply tell the AI what you need in natural language. The AI understands your intent and handles everything from creating contacts to scheduling meetings, all through conversation.
This guide will walk you through how to use the AI chat effectively, understand different types of commands, and get the most out of your AI-powered CRM.
Before you begin
- You must be logged into your SalesSheet.ai account
- Familiarize yourself with basic CRM concepts (contacts, deals, tasks)
- Have some contact or deal information ready to practice with
Opening the AI Chat
When you log into SalesSheet.ai, the AI chat interface is prominently displayed on your dashboard. You'll see a chat input box at the bottom of the screen with a placeholder text inviting you to ask the AI anything.
You can access the chat from anywhere in the application using the keyboard shortcut Cmd+K (Mac) or Ctrl+K (Windows/Linux). This allows you to quickly interact with the AI without switching screens.
The chat interface includes a message history that persists across sessions, so you can always refer back to previous conversations and maintain context over time.
Understanding Command Types
The AI recognizes several categories of commands, each designed to help you work more efficiently:
- Contact Management: Create, update, search, and enrich contact information
- Communication: Draft and send emails, schedule meetings, make calls
- Deal Pipeline: Create deals, move stages, update values, track progress
- Task Management: Create tasks, set reminders, assign team members
- Insights & Analytics: Query data, generate reports, identify patterns
- Settings & Configuration: Adjust preferences, manage integrations, configure workflows
You don't need to memorize specific syntax. The AI is designed to understand natural language, so you can phrase your requests however feels most natural to you.
Using Natural Language Examples
Here are some real-world examples of how you can interact with the AI:
Contact Creation: "Add Sarah Johnson from Acme Corp as a new contact. Her email is sarah@acme.com and she's the VP of Sales."
Email Drafting: "Write an email to John Smith following up on our meeting yesterday about the Q2 proposal."
Meeting Scheduling: "Schedule a 30-minute demo with the team at Innovate Tech next Tuesday afternoon."
Deal Updates: "Move the Microsoft deal to the negotiation stage and update the value to $50,000."
Data Queries: "Show me all contacts added in the last week" or "What deals are closing this month?"
Task Creation: "Remind me to send pricing to Jennifer before Friday at 3pm."
The AI handles variations in phrasing, so "Create a contact" and "Add a new person" will both work for the same action.
Understanding AI Responses
The AI provides different types of responses depending on your request:
Confirmation Responses: When you create or update something, the AI confirms the action and summarizes what was done. For example: "I've created a new contact for Sarah Johnson at Acme Corp with the email sarah@acme.com."
Interactive Responses: For tasks like email drafting, the AI presents the content inline for you to review and edit before sending. You can ask for changes or approve as-is.
Data Responses: When you query information, the AI presents it in an easy-to-read format, often with quick action buttons to dive deeper or take next steps.
Clarification Questions: If your request is ambiguous, the AI will ask follow-up questions. For example: "I found three contacts named John. Which one did you mean: John Smith at Acme, John Doe at TechCorp, or John Williams at StartupCo?"
All AI responses include relevant context and suggestions for related actions you might want to take next.
Following Up and Refining
The AI maintains conversation context, allowing you to have natural back-and-forth exchanges. If the AI's first attempt isn't quite right, simply provide feedback:
"Make that email more formal" or "Change the meeting time to 2pm instead" or "Add her phone number to the contact."
You can also reference previous items in the conversation: "Send that email to everyone in the healthcare industry" or "Create a task for following up on this deal."
The AI learns from your corrections within a conversation, improving its responses as you interact.
Pro Tip
Be specific with names and companies to avoid ambiguity. Instead of "Email that guy from yesterday," try "Email Michael Chen from DataFlow Systems." The AI can handle both, but specificity saves time and reduces back-and-forth clarifications. You can also use abbreviations and nicknames once the AI knows what you mean in a conversation.
What to Expect
After you start using the AI chat interface, you'll notice:
- Response times are typically 1-3 seconds for most commands
- The AI automatically enriches contacts with web data (company info, social profiles)
- Email drafts are personalized based on contact history and context
- Complex queries are routed to more powerful AI models automatically
- Your conversation history is searchable and persistent
- The AI proactively suggests follow-up actions based on your patterns
Troubleshooting
Try rephrasing your request with more specifics. Instead of vague references like "that person" or "the deal," use actual names. If the AI still doesn't understand, break your request into smaller steps. For example, instead of "Set up the whole Johnson deal," try "Create a new deal for Johnson Industries valued at $25,000."
This usually means your initial request needs more detail. Include key information upfront: contact names, company names, specific dates, dollar amounts, and any relevant context. The AI will ask fewer questions when you provide complete information in your first message.
Simply tell the AI: "Undo that" or "Delete the contact I just created." The AI can reverse most actions. For sent emails, the AI cannot unsend them, but it can help you send a follow-up correction if needed. Always review important actions before confirming them.