Assistant
Assistant is Salestrics AI — a chat workspace that can answer questions about your organization using live CRM data and run workflow tools on your records.
Open it: App Launcher → Assistant, or go to /assistant.
What Assistant can do
- Answer questions about your pipeline, accounts, and metrics using real data from your workspace
- Help draft emails, summaries, and next steps in sales context
- Run CRM workflow tools when you ask it to take action on records
- Remember conversation history within a session
Assistant reads from the same customer graph as Momentum — your leads, accounts, and pipeline.
Usage and limits
AI usage is measured in tokens per organization per month. Your allowance depends on your plan:
| Plan | AI tokens / month (org-wide) |
|---|---|
| Free Forever | 50,000 |
| Startup | 1M |
| Launch | 5M |
| Runway | 10M |
| Scale | 20M |
Trial: 1M tokens per month (Runway trial).
When you run out
- The chat composer is disabled until your monthly reset
- A banner explains the block and links to Admin → Billing
- On paid plans (not trial), you can purchase token packs for additional capacity
Tokens reset on the 1st of each month (UTC). Token pack balances are used after your monthly allowance is exhausted.
Where to check usage
- Assistant sidebar — org token meter
- Admin → Billing — detailed AI usage
Sessions
Conversations are saved as sessions you can return to from the Assistant sidebar. Start a new session for a fresh topic.
Tips
- Be specific: "Show me open opportunities over $50k" works better than "pipeline help"
- Reference record types Assistant knows — leads, opportunities, accounts, contacts
- Check your token meter before large batch questions near month-end
- Record workflows you trigger from CRM pages do not consume Assistant tokens — only chat does
Related guides
- Plans and limits
- Momentum CRM
- Admin — billing and token packs