Forget clicking through menus and filling out forms. SalesSheet's IA chat assistant lets you control your entire CRM with plain English. Ask it to update a deal stage, draft a follow-up email, pull a report, or explain why a prospect went cold - and it executes instantly with full context about every contact and conversation. With 62+ built-in tools and anti-hallucination guardrails, it is the most capable and trustworthy CRM copilot available.
IA chat assistant with tool execution, reasoning steps, and contextual quick actions - ask anything about your CRM
Unlike generic chatbots, SalesSheet's assistant has deep context about every contact, deal, email, call, and note no seu CRM.
Every conversation with the IA assistant is grounded in the full history of the contact you are viewing - every email exchanged, every call transcript, every note logged, every deal stage change, and every task completed. When you ask "What did Sarah say about budget?" the assistant searches across all interactions with Sarah and gives you a precise, sourced answer. No hallucination, no guessing - just facts from your own data.
The assistant is not just a chatbot - it can take action. It has access to over 62 tools that let it create contacts, update etapas do negócio, schedule tasks, send emails, generate reports, search seus dadosbase, enrich records, log calls, set reminders, and much more. Say "Move the Acme deal to negotiation and schedule a follow-up call for Thursday" and it handles both actions in one step. Every tool execution is logged so você sempre have a clear trilha de auditoria.
Enterprise-grade accuracy is not optional when your revenue data is involved. SalesSheet's IA assistant uses retrieval-augmented generation to ground every response in your actual CRM data. It cites sources, flags uncertainty, and refuses to fabricate information. Destructive actions like deleting contacts or changing deal values require explicit confirmation. You get the speed of IA with the reliability your sales team demands.
The IA assistant lives in a persistent chat panel accessible from anywhere in SalesSheet. Click the assistant icon or press a keyboard shortcut to open it. The assistant automatically loads context based on what you are currently viewing - if you are on a contact record, it knows everything about that contact. If you are on a pipeline view, it has context about all visible deals. No setup, no configuration, no prompt engineering required.
Type what você precisa em linguagem natural. Ask questions like "Which deals are closing this month?" or give commands like "Draft a pricing proposal email for the Globex deal." The assistant understands intent, resolves ambiguity by asking clarifying questions when needed, and chains multiple tools together to complete complex requests. It remembers the conversation context so follow-up questions work naturally - say "Now add a 10% discount" and it knows you mean the proposal it just drafted.
The assistant shows you exactly what it plans to do before making changes. For read-only requests like reports and summaries, you get instant results. For write actions like updating deal values or sending emails, you see a preview and confirm with one click. Every action is logged in the activity timeline with a clear "IA Assistant" label so your team always knows what was done manually versus by IA. Undo any IA action with a single click.
Stop clicking through menus and start talking to seu CRM. 62+ tools, per-contact context, and anti-hallucination guardrails - all included in every SalesSheet plan.
Comece Seu Teste Grátis