Getting Answers from Ava
What Ava can answer in her side panel, and questions worth trying.
Ava is the assistant in the side panel. Open her from her card at the bottom of the left menu, type in Ask Ava anything… and press Enter.
What Ava Can Answer
- Your CRM data: find leads or customers, your hottest leads, a pipeline summary, conversations waiting on someone, and your day (bookings, scheduled calls, tasks and follow-ups).
- How-to questions: Ava searches this Help Centre and answers with the steps, plus a link to the article.
Good to Know
- Ava only sees what your role lets you see.
- Ava only reads. She never sends messages or changes records.
- Her answer appears as she writes it. While she looks something up she says what she is checking. Press the Stop button (where Send was) to stop her mid-answer.
- Links in her answers open the record or Help article.
- If Ava is switched off or has reached today's AI limit, she'll say so. Try again later.
Try Asking
- "Summarize my day."
- "Which leads are in Proposal?"
- "Find Jane Smith."
- "How do I import leads?"
- "Where do I change my password?"