AI lets you interact with your CRM using natural language. You can ask onAI to find information, analyze CRM data, prepare updates, create records, build quotes, start signature workflows, and perform other supported operations available to your account. You can simply write requests such as: Show me the open deals for ABC Consulting. Create a […]

AI can assist you with many of the most common sales and CRM activities directly from a natural-language conversation. The sections below describe the main capabilities currently available in onAI. Depending on your request, onAI can retrieve and analyze CRM information, prepare changes, create supported records, manage sales activities, and coordinate actions across different Onpipeline […]

You can talk to AI using normal, everyday language. You do not need to learn commands, field names, or a special syntax. Simply describe what you want to know or what you want to do, much as you would explain it to a colleague. For example: What is our forecast for this month? Show me […]

The important concept is that an onAI credit is associated with a task (workflow), not simply with every individual message. A credit is triggered when you submit a new task to onAI and covers the workflow required to complete that task. The workflow may contain several exchanges between you and onAI. This means that a […]