Assistant
Assistant is Salestrics' full-screen chat for Salestrics AI. Use it to ask questions about your workspace, draft emails and documents, plan next steps, build automations, and run cross-app analysis — with access to live CRM, support, mail, and analytics context when your admin allows it.
Open App Launcher → Assistant, or go to /assistant.
Assistant use counts toward your workspace's monthly AI token allowance. Check usage in Admin → Billing or the meter inside Assistant.
Assistant vs other AI surfaces
| Surface | Best for |
|---|---|
| Assistant (this app) | Long conversations, slash commands, multi-step investigations |
| In-app AI | Quick summaries inside Momentum, Resolve, Mail, or Workspace |
| AI Dashboard | Proactive digital executives and items awaiting approval |
| Salestrics MCP | Outside agents in Cursor, Claude, or VS Code — not this chat UI |
See Salestrics AI for the full platform picture and Salestrics MCP for external agents.
Ask your first question
- Open Assistant.
- Type a clear question with context (dates, record types, goals).
- Press Send or
Enter. - Read the answer and verify facts before acting.
Example:
List my open opportunities closing this month over $10k. Flag anything with no activity in 14 days.
Choose a response model
Use the model selector in the composer:
- Faster model — short questions, drafts, quick summaries
- Deeper model — complex analysis, multi-app plans, longer reasoning
The choice applies to the current chat. Switch anytime.
Pick your role (onboarding)
On first visit, Assistant may ask what hat you wear most:
| Role | Assistant prioritizes |
|---|---|
| Sales | Pipeline, deals, follow-ups |
| Support | Cases, SLAs, escalations |
| Leadership | Cross-app health, revenue risks, priorities |
| Operations | Workflows, inventory, delivery |
| Finance | Revenue, invoices, budgets, cash signals |
Your choice is saved per workspace in your browser and tunes suggestions — you can change it anytime from onboarding.
Slash commands
Type / in the composer to see shortcuts. Each command expands into a full prompt you can edit:
| Command | What it does |
|---|---|
/brief | Morning brief — yesterday plus today's priorities |
/pipeline | Deals likely to close and stalled opportunities |
/summarize | Yesterday across CRM, support, and team activity |
/email | Draft a follow-up email for a priority deal |
/timeline | Account activity timeline across leads, deals, and cases |
/analyze | Plain-language business health — trends, risks, watch items |
/automate | Describe a cross-workspace automation to implement in Auto |
/dashboard | Request an Insight dashboard with live widgets |
Add extra focus after the command, for example: /pipeline enterprise renewals.
Manage chats
| Action | How |
|---|---|
| New chat | Click New chat when you change topics |
| Resume | Open a previous chat from the sidebar |
| Delete one | Trash icon on a session |
| Delete all | Chat menu → clear all sessions |
| Export | Type /export to download the current thread as Markdown |
On mobile, open the menu icon to show or hide the session list.
Investigation progress
For complex questions, Assistant may show investigation steps while it gathers data across apps (for example querying CRM, then support queues). Steps appear as a live checklist until the answer is ready.
Workflow context from other apps
When you open Assistant from another Salestrics screen, it may carry workflow context — such as the account, case, or deal you were viewing. That context is stored per session so follow-up questions stay on topic.
Floating Assistant popup
Many apps also show a compact Assistant popup for quick questions without leaving your current screen. Chats in the popup and full Assistant app share the same AI capabilities and usage limits.
Capabilities and limits
What Assistant can do depends on:
- Your role — admins may see billing and org settings tools
- AI Guardrails — Admin → AI Guardrails controls read/write access per app
- Token allowance — shared monthly pool per workspace; see Plans and limits
Assistant can propose Auto workflows and Insight dashboards; approving destructive or bulk changes may require admin confirmation depending on guardrail settings.
If Assistant stops working
- Check Admin → Billing for remaining AI tokens.
- Wait a minute and retry — transient model errors usually clear.
- Ask your admin whether Assistant is enabled for your workspace.
- Try a shorter question or the faster model.
Read the full AI guide
For prompting tips, safety rules, and where else AI appears, see Salestrics AI.
For outside coding agents, see Salestrics MCP.