Team operations
Use the operations assistant
Ask questions with a specific data source.
Before you start
You need a plan with assistant access and the corresponding permission. This is separate from the Nod AI agent that talks to Leads.
Step by step
- Open the assistant using its platform button.
- Choose the area you want to consult, or the option without business data.
- Ask a specific question and review the answer alongside its source and scope.
- For a different topic, change the source or start a new conversation.
- To prepare a task for yourself, select Tasks and describe what you need. Review the card and explicitly confirm before creating it.
Say what you want to investigate
A focused question includes the area, period, and result you want to understand. Select the relevant source before asking; the option without business data is for general questions and should not be interpreted as a reading of your records.
Review the answer and verify important details in the source screen. Start a new conversation or change the source when changing topics to avoid mixing contexts. A proposed task is not created automatically: check the title, date, and card contents before confirming. This internal assistant is different from the Setter talking to prospects on Instagram.
What to expect
You receive an answer within the available data and permissions, or a task proposal to review.
Troubleshooting
The assistant reads limited information; it is not equivalent to reviewing every record on a screen.
An AI response does not by itself confirm that an action ran. Check the result in the relevant section.