Use the assistant

The VNCcrm assistant answers questions about your CRM in plain language and can help you make changes — but it never changes anything on its own.

Open it

1. Click the small assistant button in the corner of the app. The chat panel opens.
2. Type a question, for example “Which opportunities are at risk?” or “Summarise my pipeline”, and Send.

The assistant starts with a few suggested questions you can click to begin.

What you get back

• An answer grounded in your own CRM data (or the app’s help), not a generic reply.
• Citations — the deals, contacts or companies the answer was based on, each as a chip you can click to open the record.
• A grounding footer such as “Based on your CRM: 12 deals · 40 contacts · 15 companies…” so you can judge how much data stood behind the answer.
• Follow-up chips — ask another question, or open the matching view.

Making changes safely

You can phrase a command — “log a call with Meridian tomorrow”, “update the amount on this deal to 40,000”, “add a comment …” — and the assistant will propose it rather than do it.

A Confirm card appears with the fields it understood, and you can edit them. Nothing is saved until you click Confirm; Cancel discards the proposal. The server re-checks the proposal against your access before it runs.

Your conversation

• The conversation is kept per user, so it survives closing the tab or switching device.
• You can clear the conversation at any time.
• You can rate an answer Helpful or Not helpful; administrators can see a quality summary of the assistant.

Good to know

• The assistant is advisory — it answers and proposes, it does not act silently.
• If a model is not available, it says so instead of inventing an answer.
• It runs on the platform’s own model inside your estate for the parts that touch your records.

See also

• Notification Center
• Work the pipeline
• VNCcrm overview