Ask AI is a built-in AI assistant that helps you create content, find information, generate images, and complete supported actions using natural-language requests. You can use it to work with contacts, marketing content, appointments, reporting, and other supported features without navigating through multiple screens. Ask AI also provides conversation history, structured responses, and tools for handling complex requests. This guide explains its capabilities, how to use it, common use cases, and current limitations.
TABLE OF CONTENTS
- What Is Ask AI Assistant?
- Key Benefits
- Prerequisites and Limitations
- Core Capabilities of Ask AI
- Full List of Supported Features and Actions
- Reading Ask AI Responses
- Navigating Ask AI Conversations
- Complex Tasks and Parallel Research
- How to Use Ask AI Assistant
- Ask AI Use Cases
- Current Limitations
- Frequently Asked Questions
- Need Help?
What Is Ask AI Assistant?
Ask AI is an AI-powered workspace that helps you complete supported tasks through a conversational interface. Instead of opening several menus, you can describe what you want to accomplish and receive a response or initiate an available action.
Ask AI can generate written content and images, search for information, retrieve records, and perform supported operations across different product features. You can use typed prompts or voice input.
The assistant is available through a chat panel and a dedicated workspace. It can also display task progress, structured information, and previous conversations to help you manage longer requests.
Available actions depend on the supported feature and the information required to complete the request.
Tip: For more personalized marketing content, configure your Brand Voice under Marketing > Brand Boards > Brand Voice before requesting content that should follow your brand's communication style.
Key Benefits
Ask AI helps reduce repetitive navigation and makes supported features accessible through everyday language. You can use it for content creation, information retrieval, and tasks that involve multiple steps.
- Natural-Language Requests: Describe what you need instead of manually navigating every supported feature.
- Content Generation: Create email content, social posts, advertising copy, blog content, and other marketing materials.
- Image Generation and Editing: Create or modify visual assets for supported content and marketing tasks.
- CRM Assistance: Search, create, and update supported contact, opportunity, and related records.
- Data Retrieval: Request available information from records, dashboards, and connected features.
- Multi-Step Task Support: Follow task progress and review results from requests that involve several operations.
- Conversation History: Return to previous chats rather than starting every request from the beginning.
- Voice Input: Speak a request when voice input is available in the Ask AI interface.
Prerequisites and Limitations
Before using Ask AI, confirm that the feature is available in your interface. Some requests depend on the configuration and capabilities of other features, and not every product action is supported directly through the assistant.
Before You Begin
Review the following considerations when preparing to use Ask AI.
- Ask AI Access: The Ask AI icon or menu option must be available in your interface.
- Relevant Information: Have the names, dates, contact details, or other information needed for your request.
- Connected Features: Tasks involving external services may depend on the relevant integration being configured.
- Brand Voice: If you want content to follow a specific writing style, configure the relevant Brand Voice under Marketing > Brand Boards > Brand Voice.
- Action Review: Review any requested record changes, messages, or bulk operations before approving execution.
General Limitations
Ask AI supports many actions, but the available operations differ by feature. Some areas provide information retrieval without direct editing, while others support creation or updates.
- Not every feature can be fully controlled through Ask AI.
- Some actions require additional information or clarification.
- Some operations require you to review and confirm the requested changes.
- Manual configuration may still be necessary in the relevant feature's interface.
- Generated responses and proposed changes should be reviewed for accuracy before use.
Core Capabilities of Ask AI
Ask AI supports three broad types of work: creating content and visual assets, retrieving information, and performing supported actions. The following table provides an overview of its major capability groups and example prompts.
| Capability | Description | Example Prompts |
|---|---|---|
| Branded Content Generation | Create marketing content using configured Brand Voice settings for emails, social posts, advertisements, blogs, and campaigns. | "Write a Facebook ad post using my brand voice." "Draft a promotional email for our summer sale." |
| Image Generation & Editing | Generate or modify images for campaigns, websites, emails, and social media. | "Generate a hero image for a dental practice landing page." "Edit this image to add a darker background." |
| CRM Actions & Data Retrieval | Search, create, and update supported records involving contacts, opportunities, pipelines, and related features. | "Create a contact named Jane Smith with email jane@example.com." "Show me all open opportunities in the Sales pipeline." |
| Bulk Actions | Perform supported bulk operations such as updating contact tags and sending messages to selected contact lists. | "Send a follow-up SMS to all contacts tagged Webinar-July." "Tag contacts from last month's campaign as Q3-Lead." |
| Blog & Content Writing | Draft blog posts, generate content ideas, and assist with formatting and search optimization. | "Write a 1,000-word blog post on the benefits of SMS marketing." "Generate five blog post title ideas for a real estate business." |
| Funnel Creation Assistance | Help create funnels through a guided experience using business details, templates, and brand preferences. | "Generate a lead magnet funnel for a coaching business." "Create an appointment funnel for a dental practice." |
| Contact Summary | Summarize available contact information, including communications, appointments, tasks, and payment activity. | "Summarize this contact's history." "What should I know before following up with this lead?" |
| AI Agent Management | Create and manage supported Conversation AI and Voice AI agents through natural-language requests. | "Create a new AI chat agent for my dental practice." "Set up a voice agent for appointment booking calls." |
| Support & Knowledge Search | Find help information and receive guidance for troubleshooting and supported feature setup. | "How do I set up A2P registration?" "Why isn't my email domain verified?" |
| Ad Campaign Management | Review campaign information and perform supported actions involving Google, Facebook, and LinkedIn advertising. | "Show me my top-performing Google campaigns." "Create a new Facebook lead generation campaign." |
| Scheduling & Automation | Request supported tasks for a future date or a recurring schedule through Ask AI. | "Send me a contacts report every Monday at 9 AM." "Remind me to follow up with this contact in three days." |
| Marketplace App Discovery | Find available Marketplace apps and integrations by describing your business needs. | "Is there an IDX integration for real estate available?" |
| Parallel Research and Complex Tasks | Divide complex requests into focused research tasks and combine findings into a single response. | "Find stalled opportunities, review follow-up activity, and identify contact data issues." |
Full List of Supported Features and Actions
Ask AI can work with many product features, including CRM records, marketing tools, calendars, payments, automation, and reporting. The following tables describe the documented operations by feature area.
Note: The actions listed below describe supported capabilities. An individual request may still depend on the available feature, connected services, and required information.
1. Contacts & CRM
Use Ask AI to find and manage contact-related information, conversations, opportunities, and other supported CRM records without opening each feature separately.
| Module | What Ask AI Can Do |
|---|---|
| Contacts | Search, create, update, and delete contacts; manage tags, tasks, notes, followers, campaign assignments, workflow enrollments, and business associations. |
| Conversations | Create conversations, send or schedule messages, cancel scheduled messages, add inbound messages, and log outbound calls. |
| Opportunities & Pipelines | Create and find opportunities, update their stages and values, and create or retrieve pipelines. |
| Businesses | Create, update, delete, and retrieve business records. |
| Companies | Retrieve company information. |
| Associations | Create and delete supported associations between records. |
| Custom Objects | Create custom object schemas and manage associated records. |
2. Marketing & Content
Ask AI can help create marketing assets and retrieve information from supported campaigns, forms, social tools, and content features.
| Module | What Ask AI Can Do |
|---|---|
| Emails | Create and delete email templates, retrieve campaign information, and perform supported bulk-email operations. |
| Bulk Actions | Send supported bulk SMS and bulk email communications to selected contact lists. |
| SMS Campaign Onboarding | Guide users through preparing, targeting, sending, or scheduling an SMS campaign. |
| Blogs | Create blog sites and posts, manage authors and categories, and assist with drafting and editing. |
| Social Planner | Connect and manage supported Facebook, Instagram, LinkedIn, and TikTok accounts; schedule and publish social posts. |
| Ad Manager | List campaigns, review performance, and create supported Google Search, Demand Gen, LinkedIn, and Facebook campaigns. |
| Forms | Retrieve forms and submissions, and upload files to supported custom fields. |
| Surveys | Retrieve surveys and their submissions. |
| Trigger Links | Create, search, update, and delete trigger links. |
| Documents & Proposals | List document templates and documents, and send documents to contacts. |
3. Funnels, Sites & Media
Use Ask AI to retrieve supported funnel information and manage files in the Media Library.
| Module | What Ask AI Can Do |
|---|---|
| Funnels | Retrieve funnels and funnel pages, and create or manage redirects. |
| Media Library | Upload, organize, move to trash, and delete files or folders; manage Google Drive as a media storage source. |
4. Calendars & Scheduling
Ask AI can assist with calendar connections, appointment records, and scheduling information to help manage available booking times.
| Module | What Ask AI Can Do |
|---|---|
| Calendars | Connect Google Calendar using supported OAuth and two-way synchronization; create, update, or delete calendars, appointments, blocked slots, calendar groups, and schedules. |
5. Payments & Commerce
Ask AI supports operations involving invoices, products, payment integrations, and store configuration. These tools can help retrieve information and complete supported commerce tasks.
| Module | What Ask AI Can Do |
|---|---|
| Invoices | Create invoices, schedules, and estimates; manage automatic payments and invoice cancellation. |
| Payments | Connect Stripe, create coupons, configure supported payment integrations, and manage order fulfillment. |
| Products | Create, update, and bulk-edit product records; manage product collections and reviews. |
| Store | Create and manage shipping carriers, zones, shipping rates, and supported store settings. |
6. Courses & Memberships
Ask AI can assist with managing the structure and content of supported educational products.
| Module | What Ask AI Can Do |
|---|---|
| Courses / Memberships | Create course products, categories, posts, lessons, quizzes, assignments, and offers. |
7. AI & Automation
Ask AI can help configure supported AI agents, retrieve automation information, and create workflows from conversational requests.
| Module | What Ask AI Can Do |
|---|---|
| Conversation AI | Onboard, create, update, and delete supported chat agents; manage agent actions and dashboards. |
| Voice AI | Onboard, create, update, and delete supported voice agents; manage call logs and agent actions. |
| Agent Studio | List, retrieve, and execute supported AI agents. |
| Workflows | Retrieve existing workflows, create workflow drafts from natural-language requests, review generated steps, and refine workflows through conversation. Use the Workflow Builder for manual editing, testing, and publishing. |
| Campaigns | Retrieve and list existing campaign information. Some campaign management actions are available through other supported marketing features. |
8. Reputation & Reviews
Ask AI supports selected reputation-management tasks, including connections, review requests, and AI-related settings.
| Module | What Ask AI Can Do |
|---|---|
| Reputation | Connect Google for reviews, create AI review agents, and manage review-request settings and email templates. |
9. Phone & Messaging
Use Ask AI for supported phone-number, messaging-template, and registration tasks.
| Module | What Ask AI Can Do |
|---|---|
| Phone System | Search for and purchase available phone numbers, manage number pools, and create or manage WhatsApp templates and flows. |
| A2P Registration | Assist with A2P Trust Center registration, brand submission, registration status checks, and resubmission after rejection. |
| Phone Regulatory | Manage regulatory bundles and addresses, upload supporting documents, and check approval status. |
10. Reporting & Data
Ask AI can retrieve dashboard information and manage supported data structures such as custom fields, knowledge bases, and brand assets.
| Module | What Ask AI Can Do |
|---|---|
| Reporting / Dashboards | Retrieve available dashboard information and metric values from individual widgets. |
| Custom Fields | Create, update, and delete custom fields and folders. Identify fields by name and work with supported Contact, Opportunity, and Custom Object fields. |
| Custom Menus | Create, update, delete, and retrieve supported custom menu links. |
| Knowledge Base | Create and delete knowledge bases, manage FAQs, and manage trained pages. |
| Brand Boards | Create, update, and delete supported brand boards and brand voices. |
11. Additional Integrations & Settings
Ask AI also supports selected user-management, email-domain, and integration operations. The following entries cover independently useful functions outside the main feature groups.
| Module | What Ask AI Can Do |
|---|---|
| Users | Create, delete, filter, and retrieve supported user records. |
| Email Domains | Add sending domains, retrieve DNS records, and verify domain configuration. |
| Google Integration | Check available Google connection statuses for Calendar, Gmail, Drive, and Ads. |
| Facebook Leads | Connect Facebook, configure lead-form field mappings, and synchronize historical leads. |
| Facebook Messenger / Instagram DMs | Connect supported pages and enable incoming messages in the Conversations inbox. |
| Marketplace | Discover relevant Marketplace integrations from natural-language requests and retrieve available app information. |
Reading Ask AI Responses
Ask AI formats its responses to make information easier to review and use. Depending on the request, responses may contain different types of content and controls.
Supported response formats include:
- Paragraphs and headings.
- Bullet points and numbered instructions.
- Structured tables and data tables.
- Interactive question inputs.
- Charts and other structured information displays.
- Copyable code blocks.
For complex tasks, Ask AI can display a task tracker that identifies which steps are complete, in progress, or pending. This helps you understand the progress of a request involving multiple operations.
Some structured responses may also appear in collapsible cards. You can expand these cards to review additional details without displaying every part of a long response at once.
Navigating Ask AI Conversations
The Ask AI conversation sidebar helps you return to previous sessions or begin a new request. Use it to organize conversations and continue work without searching through the entire chat history.
You can review previous conversations, reopen an existing chat, or start a new conversation for a separate task.
If you have not started any conversations, the empty state provides a place to begin a new chat or use an available suggested prompt.
Chat History and Saved Memory
Chat History and saved memories support different ways of continuing work.
- Chat History: Lets you return to earlier conversations and review previous messages.
- Saved Memory: Allows relevant saved information, such as preferences and recurring context, to be reused in future Ask AI conversations.
Use Chat History when you need to find an earlier conversation. Saved Memory is used for relevant reusable context rather than displaying the complete history of a particular chat.
Complex Tasks and Parallel Research
Ask AI can divide larger requests into smaller tasks and coordinate research across different parts of the request. This is useful when a question requires several separate checks before a combined answer can be prepared.
Specialized research agents can work on individual tasks while the main assistant coordinates the process and combines the findings.
How Parallel Research Works
Parallel research separates the work into focused assignments and brings the results together.
- Ask AI analyzes the request and identifies tasks that can be handled separately.
- Each research agent receives a focused assignment and an expected output.
- In the documented parallel-research experience, up to four research agents can work simultaneously. Additional tasks wait in a queue.
- The research agents return findings, sources, and relevant file references.
- The main assistant combines the results, addresses follow-up needs, and prepares a final response.
Example: Review a Sales Pipeline
A sales team wants to identify opportunities that need attention. Instead of checking every area manually, the team can ask Ask AI to investigate multiple aspects of the pipeline.
For example, the assistant can organize research into separate tasks to identify stalled opportunities, review follow-up activity, and check contact data quality.
Ask AI can then combine the findings into a prioritized list of issues or suggested actions. For supported bulk changes, you can review the proposed changes before approving execution.
How to Use Ask AI Assistant
You can open Ask AI through the top navigation, a dedicated left-sidebar entry, or supported Global Search interactions. Choose the entry point that fits your current task.
Access Ask AI from the Top Navigation
Use the top navigation when you want to open Ask AI while working in another part of the application. The chat panel provides a place to enter a question or request.
Click the Ask AI icon in the top navigation bar.
Type your request into the Ask AI input area, or use the available microphone control to provide voice input.
Submit your request and review the response or any additional questions from Ask AI.
You can start with a prompt such as:
- "Give me blog post ideas about SMS marketing."
- "Write a Facebook ad post using my brand voice."
- "Help me plan a community for local business owners."
- "Give me blog post ideas about SMS marketing."
Use the available conversation-history control next to the full-screen control to return to previous chats.
Access Ask AI from the Left Sidebar
The left-sidebar entry opens a dedicated Ask AI workspace. This view is useful for longer conversations, reviewing past work, and completing multi-step requests.
- Find the left navigation panel.
- Click Ask AI.
- Wait for the Ask AI workspace to open.
- Click New chat to start a separate conversation.
- Use Search to find previous conversations if the control is available.
You can use this workspace to submit prompts, review responses, and return to earlier conversations.
Access Ask AI from Global Search
Global Search provides another way to access Ask AI when a search does not return matching results. This lets you continue with the original query rather than typing it again.
- Open Global Search.
- Enter your search query.
- If Global Search returns no matching results, select the Ask AI option.
- Review the initial Ask AI response inside Global Search.
- Select Continue in Ask AI to continue the conversation in the Ask AI workspace.
- Continue using the original query and conversation context.
Ask AI Use Cases
Ask AI can support a variety of everyday tasks, including contact management, marketing content, appointment scheduling, and information retrieval. Use specific prompts that explain the task and include the details needed to complete it.
| Category | Example Prompts |
|---|---|
| Contacts & Pipeline Management | "Find all contacts tagged Hot Lead added in the last 30 days." "Create a contact: Maria Lopez, maria@example.com, +1-555-9876." "Move all opportunities in Proposal Sent that haven't been updated in 14 days to Stalled." "Add a note to John Smith's contact: Follow up Friday." |
| Content & Campaigns | "Write a promotional email for a Black Friday sale using my brand voice." "Generate five subject line options for a re-engagement campaign." "Draft a three-part SMS nurture sequence for new leads." "Create a blog post titled Top 5 Reasons to Use Automated Follow-Ups." |
| Image Creation | "Generate a professional banner image for a real estate open house event." "Create a square social media image for a summer sale promotion using our brand colors." |
| Calendars & Appointments | "Show me all appointments scheduled for tomorrow." "Block off Friday afternoon on the main team calendar." "Create a new appointment calendar called Discovery Calls." |
| Reporting & Insights | "Pull my dashboard metrics for this month." "How many opportunities were closed-won last week?" "Show me the performance of my Google ad campaigns." |
| Phone & Compliance | "Walk me through registering for A2P messaging." "Search for available phone numbers in the 512 area code." "Create a WhatsApp message template for appointment reminders." |
| AI Agent Setup | "Create a new Conversation AI agent for my law firm's intake process." "Set up a Voice AI agent to handle inbound appointment booking calls." "Update my chat agent's greeting message." |
| Marketplace Discovery | "Find an IDX integration for real estate." "Show me Marketplace apps for lead generation." |
Current Limitations
Ask AI supports many features, but some areas provide only partial functionality or require manual work in another interface. Review these documented limitations before requesting a complex operation.
| Area | Limitation |
|---|---|
| Workflows | Ask AI can create and refine workflow drafts through conversation. Manual changes, testing, and publishing are completed in the Workflow Builder. |
| Campaigns | General campaign retrieval is supported. Creating or editing every type of campaign directly through Ask AI is not documented as available. |
| Affiliate Manager | The documented experience does not provide direct visibility or control for Affiliate Manager. |
| Listings / Yext | Direct management of business listing synchronization is not documented as available. |
| Chat Widget | Direct standalone deployment and configuration of chat widgets is not documented as available. |
| Website Builder | The documented connection covers supported funnel operations rather than the complete website-building interface. |
| Raw Call & SMS Logs | Direct access to raw logs is not documented. Related information may be available through reporting dashboards. |
| Automation Execution History | Direct inspection of individual workflow execution logs is not documented as available. |
| IVR / Call Routing | Ask AI can assist with supported phone-number actions, but configuring IVR menus and call-routing trees is not documented as available. |
Note: Supported actions can change as features are updated. If a specific operation is unavailable, complete it through the corresponding feature's interface.
Frequently Asked Questions
Q: Will Ask AI ask me before making changes to records?
Ask AI can present confirmation controls for supported create, update, delete, and bulk actions. Review the proposed changes and their scope before approving an operation.
Q: Can Ask AI take action across multiple contacts or records at once?
Yes. Ask AI supports selected bulk actions, including contact tagging, bulk SMS, and bulk email. Review the intended recipients and changes before confirming a bulk operation.
Q: Does Ask AI remember my previous conversations?
Yes. You can return to previous conversations through Chat History. Ask AI also supports saved memories that can provide relevant preferences and context for future conversations.
Q: Can I use Ask AI by speaking instead of typing?
Yes. Use the microphone control in the Ask AI input area when voice input is available.
Q: What is the difference between Ask AI and Conversation AI or Voice AI agents?
Ask AI is an assistant for completing supported tasks within the application. Conversation AI and Voice AI agents are designed for interactions with contacts through messaging and phone conversations. Ask AI can also help create and configure supported AI agents.
Q: Can Ask AI generate images?
Yes. Ask AI supports generating images and editing existing images using natural-language requests. You can describe the visual content, style, and changes you want.
Q: How do I get the best results from Ask AI?
Use specific instructions and include relevant names, dates, tags, pipeline names, or other details. Clear requests help Ask AI identify the intended information and operations.
Q: Can Ask AI create workflows?
Yes. Ask AI can generate and refine workflow drafts from natural-language descriptions. Review the generated workflow, request changes if necessary, and use the Workflow Builder for manual editing, testing, and publishing.
Q: Can I open Ask AI from Global Search?
Yes. When Global Search returns no matching results, an Ask AI option may be available. Select it to review an AI response, then choose Continue in Ask AI to continue the conversation.
Need Help?
If Ask AI is unavailable, does not complete a request, or returns unexpected results, check the entry point, prompt details, and supported feature capabilities before trying again.
- Ask AI Is Missing: Check the top navigation and the left sidebar for Ask AI. If the option is unavailable, contact support for help confirming availability.
- Request Is Not Understood: Rewrite the prompt with a clearer action, the relevant feature, and any required details such as contact names, dates, or tags.
- An Action Is Unavailable: Review the supported capability and limitation sections. Some operations require manual work in another feature.
- Results Are Incomplete: Provide more specific context, clarify the expected output, or divide the request into smaller tasks.
- Generated Content Does Not Match Your Brand: Review your saved Brand Voice under Marketing > Brand Boards > Brand Voice and provide clear content instructions in your prompt.
- A Previous Conversation Is Missing: Open Chat History and check the available previous conversations or search controls.
- A Record Change Is Unexpected: Review the requested action and any confirmation details before attempting additional changes.
- A Workflow Needs Further Editing: Open the generated workflow in the Workflow Builder to make manual changes, test it, and publish it.
- Global Search Does Not Show Ask AI: Confirm that Ask AI is available and that the documented Global Search handoff conditions are met.
If the issue continues, contact support with the feature you were using, your prompt, the expected result, the actual response, and relevant screenshots. Avoid including passwords, private credentials, or unnecessary personal information.