You can manage your records by instructing Coffee AI to create or update them using natural language. This allows you to modify your CRM data without navigating through multiple menus.
How to manage records via AI
Navigate to Ask Coffee in the top-left corner of your dashboard.
Type your request to create or update a record using specific details.
To create a record: Specify the entity and key fields (e.g., "Create a deal for AirBnB for $5,000 with a close date of 6/30/26").
To update a record: State the change required (e.g., "Update the AirBnB deal close date to 12/31/26").
Press Enter.
Review the confirmation message to ensure the data has been recorded correctly.
Command examples
New Deals: "Create a new deal for Patagonia for $10,000."
Contact Updates: "Change the email for John Doe to [email protected]."
Status Changes: "Move the Tesla project to the 'Discovery' stage."
Key requirements
Include essential data: For new records, ensure you provide the name and any required values (like amounts or dates).
Use your own words: Speak naturally; the AI identifies the fields based on the context of your sentence.