AI search lets you ask questions about your deals in plain language and get clear, instant answers, right from the Deals page.
How AI search for deals works
AI search helps you quickly understand what’s happening across your deals without manual filtering or reports. You can ask questions like deal status, owners, amounts, or timelines, and Coffee AI will summarize the answers for you.
How to use AI search on deals
In your Deals page, at the top right, look for the search bar labeled “Ask about these deals.”
Ask a question about your deals
Type any question in plain language (for example: Which deals need attention?, What is our average deal size? What is Henry's average close rate?).Review the AI-generated answer
Coffee AI analyzes your deals and returns a clear answer based on your data.
Tips for better results
Be as specific as possible (timeframe, owner, status).
You can rephrase or ask follow-up questions to dig deeper.