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Ask Vetta AI
Getting answers from your CRM by asking in plain words. Click Ask Vetta in the top bar and the panel opens beside your page. Start from a suggestion or type a question like the status of the last five opportunities. Steps show what it does, the answer returns as a table with links to records, follow-ups keep the context, and every chat is saved in History where you can rename, archive or delete it. It can make mistakes, so check drafts before sending.
Transcript
You don't need to build a report to get an answer. Click Ask Vetta in the top bar, and the panel opens beside your page. Start from a suggestion, or type your question the way you'd ask a colleague, like what's the status of the last five opportunities. Ask Vetta looks through your CRM, and the steps show you what it's doing. The answer comes back as a table, and each deal links straight to its record. The chat names itself, so it's easy to find. Now ask a follow-up about one of them, and it keeps the context, with that deal's stage, amount and close date. Every chat is saved in History, grouped by date. Open any one to pick it back up, or use its menu to rename, archive or delete it. And since it can make mistakes, check its drafts before you send them.
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