Chat

Chat lets you ask questions and take action across your Zero workspace conversationally. It can search CRM records, summarize activity, prepare for meetings, draft follow-ups, and help update records without making you build filters manually.

How to open Chat

You can start a chat from several places in Zero:

• Home — use the main chat composer on the Home page.

• Chat history — open Chat history in the sidebar and click the + button to start a new chat.

• Record and workflow pages — some key pages include a chat composer at the bottom. These chats start with the current page or selected records as context.

Previous chats are available from Chat history, so you can return to earlier work or continue a thread.

What Chat is good at

Chat is most useful when your question needs context from multiple places in Zero.

CRM search and summaries

Ask Chat to find, filter, and summarize records such as companies, contacts, deals, tasks, notes, activities, issues, invoices, files, lists, and reports.

Examples:

• “Show me open deals closing this month, grouped by owner.”

• “Summarize this company’s recent activity.”

• “Which contacts at Acme have open tasks?”

• “Find stale tasks assigned to me.”

Deal and pipeline analysis

Chat can help review pipeline health, identify stalled deals, summarize risk, and explain what changed.

Examples:

• “Find deals that look at risk and explain why.”

• “Which high-value deals have gone quiet?”

• “Summarize pipeline movement this week.”

• “What should I follow up on today?”

Communications and meeting context

Chat can summarize connected communications for CRM records, including emails, meetings, notes, LinkedIn activity, support issues, and tasks.

Examples:

• “Summarize the latest communication for this deal.”

• “What has happened with this customer since our last meeting?”

• “Prepare me for today’s meetings.”

• “What are the open questions from this account’s recent conversations?”

Record updates and follow-up work

Chat can help create or update CRM records, add notes, create tasks, add records to lists, draft emails, or schedule calendar events.

Examples:

• “Create a follow-up task for this deal next Tuesday.”

• “Add a note to this company with the key takeaways.”

• “Move this deal to the next stage.”

• “Draft a follow-up email based on the meeting notes.”

Actions that send email, schedule meetings, or modify CRM data may ask for your approval before they run.

Reports and saved views

Chat can help find and explain saved reports, charts, KPIs, dashboards, lists, and list views.

Examples:

• “Explain the win-rate chart.”

• “Find the dashboard report for pipeline by stage.”

• “Which contacts are in this list and why?”

Tips for better results

• Mention the record, list, report, or timeframe you care about.

• Use @ mentions when you want Chat to focus on a specific company, contact, deal, user, list, or record.

• Ask for the output shape you want, such as “make this a short bullet list” or “group by owner.”

• For broad analysis, ask Chat to explain its assumptions and show the records it used.

• For record changes, be specific about the desired field, stage, owner, date, or list.

What Chat can use

Depending on your workspace setup and permissions, Chat can use:

• Companies, contacts, deals, tasks, notes, lists, custom activities, invoices, files, reports, and dashboards.

• Connected email and calendar data.

• Meeting prep and meeting transcripts when available.

• Connected integrations such as LinkedIn or support issue sources when they are configured.

• Custom properties, pipelines, stages, owners, and workspace-specific settings.

What to expect

Chat works best as a CRM copilot, not just a general chatbot. It can answer questions, gather context, and help complete actions, but you should review important changes before approving them.

For sensitive actions, Chat may show an approval step. Review the proposed update, email, or calendar event before confirming.

Common questions

Why did Chat ask for approval? Some actions can change records, send messages, or create calendar events. Approval gives you a chance to review before anything important happens.

Why did Chat not find something I expected? The record may be archived, not connected to the current workspace, missing from the synced data, or outside the timeframe you asked for. Try naming the record directly or widening the date range.

Can Chat use my emails and meetings? Yes, if your mailbox or calendar is connected and the relevant data is synced into Zero. Chat is most useful when those communications are linked to CRM records.

Can I keep working from an old chat? Yes. Open Chat history from the sidebar and select the previous conversation.