D
Daniel Ndaya
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.”