SalesSheet AI Chat puts 62 real tools at your fingertips across 8 domains - Contacts (8 tools), Deals (11), Tasks (6), Activities (7), Email (5), Calendar (4), Slack (12), and Automations (4). No menus to navigate, no forms to fill out. Just type what you need in plain English and the AI executes it. Ask "Tell me everything about Sarah Chen" and the assistant chains up to 7 tools together - pulling her contact details, deal history, recent emails, upcoming tasks, call recordings, calendar events, and Slack mentions into a single comprehensive brief.
Full AI Chat interface with sidebar conversations, message bubbles, tool activity labels, and quick actions
This is not a chatbot that gives you suggestions. It is a full execution engine that creates contacts, moves deals, sends messages, and schedules meetings - all from a single conversation thread.
Type commands the way you think. Say "create a follow-up task for the Acme deal due Friday" and it happens instantly. Ask "what deals are closing this month?" and get a live answer pulled from your pipeline data. The AI understands context from your conversation, so you can say "now move it to negotiation stage" and it knows exactly which deal you mean. No rigid syntax, no slash commands - just human language that the CRM actually understands and acts on.
Sending an email to a prospect or posting in a Slack channel are high-stakes actions, so SalesSheet never fires them off without your approval. For every outbound message, the AI generates a full draft and presents it for your review before sending. You can edit the draft, ask for a different tone, or approve it with one click. Read-only operations like searching contacts or pulling deal stats execute immediately - but anything that touches the outside world waits for your explicit confirmation.
The real power of 62 tools is what happens when they work together. Ask "prepare me for my call with John at 2pm" and the AI pulls John's contact record, shows his deal stage, surfaces the last three email threads, lists open tasks, and checks if any Slack messages mentioned his company this week. A single prompt triggers a coordinated sweep across every part of your CRM, giving you a 360-degree briefing that would take 10 minutes to assemble manually.
The AI Chat panel lives on every screen in SalesSheet. Click the chat icon or press the keyboard shortcut to open it. Your conversation history is preserved across sessions, so you can pick up right where you left off. The assistant already knows your contact database, deal stages, and team structure - no configuration or training required.
Type "Add Maria Lopez at TechCorp" and the AI creates the contact instantly with tool execution labels
Type your request in plain English. You can ask simple questions like "how many deals did we close last week?" or issue complex multi-step commands like "create a contact for Lisa Park at Stripe, add a $50k deal in the Enterprise pipeline, and schedule a discovery call for Thursday at 10am." The AI parses your intent, selects the right tools from the 62 available, and chains them together into an execution plan.
Draft email confirmation dialog - review, edit, or approve before the AI sends anything
For safe operations like lookups and searches, results appear instantly. For sensitive actions - sending emails, posting to Slack, or deleting records - the AI shows you exactly what it plans to do and waits for your approval. Approve with one click, edit the draft inline, or ask the AI to try a different approach. Once confirmed, the action executes immediately and the results are logged to the relevant records automatically.
Multi-tool chain: 3 tools executed in sequence - create contact, create deal, schedule meeting
62 tools. 8 domains. One conversation. Stop clicking through menus and start telling your CRM what to do in plain English. The AI Chat is included in every SalesSheet plan - start your free trial and try your first command in under a minute.
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