Use the AI assistant (Scout)
Ask Scout questions about your CRM, get summaries and insights, and have it take actions for you.
Scout is your CRM's built-in AI assistant. Ask it questions in plain language and it works across your contacts, deals, email, and more to help you get things done.
Talk to Scout
Open the assistant from the menu to chat with Scout. You can type, and on supported setups you can talk to it by voice. Scout pays attention to what you were just looking at, so you can ask follow-up questions about the contact or page in front of you.
What you can ask
- Get insights, "How many deals did we win this week?" or "What's in my pipeline?"
- Find things, "Show me contacts tagged hot" or "Find emails about the proposal"
- Get summaries, recap a contact's recent activity or your campaigns
- Take actions, Scout can help create and update records as you direct
Personalize Scout
You can rename your assistant and set its tone (professional, friendly, or minimal) in settings, so it sounds the way you want. See Manage your team, roles & settings.
Scout also helps in specific spots, like drafting email replies and generating course content.