Can I ask the AI assistant questions about my CRM data and have it build charts and dashboards?

Yes. The AI assistant can answer questions such as how much money you made or how many meetings you have, and show the answer as a graph or visualization, such as a pie chart or bar chart. You can also ask it to build a dashboard, for example a sales dashboard or a dashboard mapping your calls. It builds all the widgets, and dashboards appear on the left of the platform on the Dashboards page.

It can query pretty much everything you can build a dashboard on: contacts, calls, appointments, messages, conversations, page views, contact activity, audit logs, subscriptions, invoices, billing, transactions, tasks, click logs, commissions, meetings and custom events. It can also use call transcripts. For example, after a call say: break down what we talked about on our call into tasks and set them due tomorrow, and it fetches the call and transcript and creates the tasks.

Historical calls, messages and meetings, including call recordings, are stored in the Activity section.