Ask AI

Can we have a notification on any AI tools (eg in funnel builder etc) that alerts people when they're going to be charged. Right now as some are free and some aren't its very confusing and people are being charged unexpectedly because there are no obvious signs about what is free and what isn't.

When we have a conversation with users, we would like to @mention Ask AI to complete tasks for that contact. Examples below: 1️⃣ Contact Management & CRM Tasks The AI could handle anything related to the contact’s record: Update Contact Info “@AskAI update John Doe’s phone number to +1-555-1234.” “@AskAI add a note that John prefers morning calls.” Segment / Tag Contacts “@AskAI tag this contact as VIP.” “@AskAI move Jane Smith to the ‘Hot Leads’ pipeline.” Schedule Events / Appointments “@AskAI schedule a follow-up call for next Tuesday at 10 AM.” “@AskAI check if there’s availability for a demo this week and book it.” CRM Data Lookup “@AskAI show me the last 3 emails sent to this contact.” “@AskAI pull all deals for this contact that are over $5,000.” 2️⃣ Marketing & Communication Automation The AI can handle personalized outreach without leaving the chat: Send Emails / SMS “@AskAI send this contact the welcome email template.” “@AskAI text Jane the appointment confirmation.” Create Campaign Tasks “@AskAI add this contact to the Black Friday SMS campaign.” “@AskAI create a drip sequence for this lead.” Follow-up Reminders “@AskAI remind me to follow up with this contact in 3 days.” “@AskAI schedule an automated check-in message if no response in 48 hours.” 3️⃣ Sales & Deal Management The AI can support pipeline and revenue-related tasks: Update Opportunities / Deals “@AskAI move this contact’s deal to Negotiation stage.” “@AskAI add a note that the client requested a discount.” Generate Quotes / Estimates “@AskAI create a quote for this contact with the standard package.” Forecast / Summary Requests “@AskAI show me all deals this contact has in the pipeline.” 4️⃣ Knowledge & Information Retrieval The AI could instantly provide context from your CRM, KB, or connected sources: CRM Data Lookup “@AskAI what classes has this student attended?” “@AskAI pull their last 5 invoices.” Dynamic Spreadsheet or API Retrieval “@AskAI check if Product X is in stock and tell the contact.” “@AskAI fetch the latest availability from Google Sheets for this contact.” Document / Template Retrieval “@AskAI pull the PDF contract template for this client.” “@AskAI summarize the last support tickets for this contact.” 5️⃣ Task & Workflow Automation The AI could trigger automations on-demand: Trigger Pipelines / Automations “@AskAI start the onboarding workflow for this lead.” “@AskAI trigger the renewal campaign for this customer.” Assign Tasks to Team Members “@AskAI assign follow-up task to Alex for this contact.” Custom Workflow Execution “@AskAI run the lead scoring automation for this contact.” 6️⃣ Conversation & Notes Enhancement The AI could make your communication smarter without leaving the thread: Draft Replies “@AskAI reply to this message with a friendly confirmation.” “@AskAI draft a follow-up email summarizing the last conversation.” Summarize Conversation History “@AskAI summarize all messages with this contact.” “@AskAI highlight key action items from our last conversation.” Translate / Rephrase “@AskAI translate this message to Spanish for the contact.” “@AskAI reword this reply to sound more professional.” 7️⃣ Reporting & Insights The AI could give you quick insights per contact: Engagement Insights “@AskAI show me how many times this contact opened emails last month.” “@AskAI tell me if this lead is responsive or cold.” Pipeline Analysis “@AskAI summarize the deal history for this contact.” “@AskAI calculate total revenue generated from this client.” 8️⃣ Advanced / Dynamic Data Use Cases This is where it gets really powerful if integrated with live sources: Check Real-Time Availability “@AskAI check if Product X is available today in inventory.” “@AskAI check the tutor’s schedule for next week.” Pull Multi-Source Data “@AskAI combine info from Google Sheets + CRM + Docs and give me a summary.” “@AskAI tell me if any recent invoices are unpaid.” AI Reasoning / Recommendations “@AskAI suggest the best upsell package for this contact.” “@AskAI analyze this lead and tell me their likelihood to close.”

Give Ask AI freedom to use more bullet points, bold, italic, highlights of texts, emojis, etc ChatGPT makes it very easy to scan and read text with rich formatting. It would be nice to have something similar in Ask AI. The same prompt is used for both images.

I discuss a lot of code with AI. It would be nice to have a dedicated code element with a copy icon for codes like we have with ChatGPT. Looks better and is cleaner for the eye.