CRM
Use the CRM assistant
Ask your CRM assistant questions, get summaries and insights, and have it take actions for you.
Your CRM has a built-in AI assistant. It goes by the name you gave your Chief of Staff (Noli unless you changed it), and the sidebar entry carries that name. Ask it questions in plain language and it works across your contacts, deals, tasks, calendar, and more to help you get things done.
Talk to your assistant
Open the assistant from the sidebar for a full-page chat. On other screens there is also a floating assistant button that opens a chat drawer. It reads the page you are on, so you can ask follow-up questions about the contact or page in front of you.
Talk to it out loud
The assistant has a voice mode. Click the microphone on the assistant page and talk to it instead of typing. Once voice is connected, you can pick from eight voices. Voice runs on the AI allowance included with your plan. If you use up the allowance, it switches to the OpenAI key you added in your Noli dashboard, if you added one. See Add your own AI keys.
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 "What's on my calendar today?"
- Get summaries: recap a contact's details and recent activity
- Take actions: it can create and update records as you direct
When you type, anything that changes your data asks you to confirm first, and read-only lookups run straight away. In voice mode, everyday changes you can easily undo, like adding a contact, a note, a task or a tag, or moving a deal to an open stage, happen as soon as you say them. Anything that deletes something, sends something to a customer, publishes a page, closes a deal, or moves money waits for you to click Confirm first.
Personalize it
In CRM Settings, under Your Chief of Staff, you can change the assistant's name and pick its Communication Style: Professional & Direct, Friendly & Casual, or Minimal & Efficient. See Manage your team, roles & settings.
It also helps in specific spots, like drafting emails to contacts and generating course content.