CRM records
Read the accounts, contacts, and deals in your graph, and answer questions across them.- List and read records: pull your accounts, contacts, and deals, plus any other object type in your graph
- Drill into an account: pull one account’s contacts or deals directly
- Aggregate: run counts and other rollups across records, like pipeline by stage or deals by owner, without pulling every record into the conversation
Schema discovery
Before querying, a connected AI can look up which object types and fields exist in your workspace, so it queries real fields instead of guessing.- Object types: see the object types in your graph
- Fields: see the fields on one object type
- Search: find relevant objects and fields without pulling the full list
Activity and communications
The calls, emails, and meetings connected to your accounts: not just that they happened, but what was said.- List and search: find calls, emails, and meetings across the graph or for a specific account
- Read contents: get the substance of a call, email, or meeting, like a call transcript or an email body
- Look ahead: see upcoming meetings, useful for call prep
Team and workspace
- People: see the people on your team, so an AI can attribute activity to the right owner
- Identity: know who the connected user is
- Slack: see the Slack channels available in your workspace