Using the AI Assistant in "Edara CRM"

Many everyday questions on a sales team have a quick answer, but take opening more than one page: How much did we win this month? What are my open tasks? Which deals are in Negotiation? The same goes for small changes, like logging a call that just ended or moving a deal to its next stage.

The AI Assistant answers these questions straight from your data, with links to the records themselves. And when you ask it for a change, like logging an activity, moving a deal or importing a file, it shows you a card with the change first, and nothing is saved until you approve it.

Follow the Steps #

An admin turns the assistant on for the workspace first; then each member asks it about their data and approves the changes it suggests.

Turning the Assistant On for the Workspace #

A workspace admin turns the assistant on once, and it shows for every member:

• From the side menu, click "Settings", then "AI Assistant", and turn on "Turn on the assistant for this workspace".
• Type the "Messages per user per day", and turn on "Reuse saved answers" if you want a repeated question answered from a saved answer.
• Click "Save". The "Assistant" button shows in the top bar for every member of the workspace.

Asking the Assistant About Your Data #

Ask the assistant about your pipeline, customers, contacts, activities and reports:

• Click "Assistant" in the top bar, or press Ctrl+J (Cmd+J on a Mac). The assistant panel opens next to the page you are on.
• Pick a suggestion, like "How much did we win this month?", or type your question in the box and click "Send" or press Enter. To start a new line in the message, press Shift+Enter.
• The answer links to the records it mentions, so click one to open it.

While it works, the steps the assistant goes through show above the answer, like "Reading deals" or "Searching the Help Center". To close the panel, click ×, or press Esc or Ctrl+J again.

• How-to questions: like "How do I add a custom field to deals?", answered with the steps and a button that opens the page you need, like "Open "Custom Fields"".
• Saved answers: when the same question comes again, the saved answer shows with "Saved answer" and its time. Click "Refresh" for a new answer from your current data.
• Outside CRM work: if you ask about something unrelated to deals, customers, contacts, activities and reports, the assistant apologizes and doesn't answer.

Approving or Declining Changes #

Ask the assistant for a change in your own words, like logging a call or moving a deal to another stage:

• Type your request, like "Move the Sanabel deal to the Demo stage", and click "Send".
• A card shows the change and its details, with "What the assistant says this does" below. Review it, then click "Approve" or "Decline".
• Once you approve, the change is saved and the card shows "Saved", so click "Open" to see the record.

If the change needs more attention, like changing several records at once or moving records to Trash, the card shows a warning about it before you approve.

Attaching Files and Importing Contacts #

You can attach a file to your message for the assistant to read, like a photo of a business card or a proposal, or an Excel file to import what is in it:

• Click "Attach files" and pick the file. You can attach up to 3 files to one message.
• Type your request, like "Import the contacts in this file", and click "Send". The import card shows how the columns map and the counts of "Rows in the file", "New records", records "Already in the CRM" and rows with errors.
• Click "Approve". The new records are created, and the import skips the existing ones and the rows with errors.

To undo the import, type "Undo this import", and a card shows that moves the contacts the import created to Trash once you approve.

• Accepted files: images (JPG, PNG, WebP and GIF) up to 3.5 MB, and PDF, CSV and Excel up to 5 MB.
• Import limits: up to 5,000 rows in the file, and you can undo it within 24 hours.
• Exporting a list to a file: ask, for example, "Give me the contacts in Cairo as an Excel file", and it prepares the file with a download link that works for 24 hours. For lists over 20,000 rows, use "Export" on the list page itself.

Sending a Voice Note #

Instead of typing, you can say your request:

• Pick the voice language from the button next to the mic, then click "Record a voice note" and speak.
• Click "Stop recording". What you said shows as text in the message box.
• Check the text and edit it if needed, then click "Send".

Chat History and the Full Page #

All your chats with the assistant are kept, so you can go back to them:

• Click "Chat history" in the panel header. Chats are grouped into "Today", "Yesterday", "Last 7 days" and "Older", and "Load more" shows older ones.
• Search in "Search chats", and click a chat to open it.
• For more room, click "Open full page", and the history shows in a column next to the chat. To go back, click "Collapse to side panel".

To start over, click "New chat", and the current chat moves to the history. To delete a chat, click the delete icon next to it, then "Delete".

The Daily Message Limit #

Each user has a number of messages a day, set by the admin in "Messages per user per day", and what is left shows at the bottom of the panel, like "12 messages left today". When it runs out, a message says so, and the count frees up over 24 hours.

What the Assistant Can and Can't Do #

The assistant is made for your work in "Edara CRM":

• It can: answer about your deals, customers, contacts, activities and reports, explain how to use the pages, log activities, update deals and import contacts once you approve, and prepare lists as files.
• It can't: save any change without your approval, or answer questions outside CRM work.

Important Things to Know #

Try It Yourself #

Sample data — it doesn't affect any real data. Open the assistant and pick a suggestion, or click the message box to fill it, then "Send", and try approving a card, attaching, the mic and the chat history.

You May Be Wondering #

If you encounter any challenges or have questions during these processes, you can contact our technical support team, who are ready to assist you at any time.

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