Ask the assistant about your data - Relaticle  

    [AI assistant](https://relaticle.com/help/ai-assistant)

 Ask the assistant about your data 
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Chat with your CRM in plain language — search records, summarise your pipeline, and pull quick answers.

 Updated August 13, 2026

 The assistant reads your workspace's companies, people, opportunities, tasks, and notes, so you can ask questions instead of clicking through lists — "which deals close this month?", "summarise everything we know about Acme", "what's the total pipeline value by stage?".

There are three ways to start:

- The **Home** page is a chat — type into **Ask anything...** and send.
- Click **Ask Relaticle** in the top bar to open the chat panel over whatever page you're on.
- Pick any past conversation from **Chats** in the sidebar, or press `n`for a new one.

![A chat conversation answering "which deals are closing this month" with a deal list and a pipeline-value-by-stage table](/help-assets/ai-assistant/ask-questions-about-your-data-1.png)

[](#point-it-at-specific-records "Permalink")Point it at specific records
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Type **@** in the message box to mention a record — people, companies, opportunities, tasks, and notes all come up as you type. A mentioned record is passed to the assistant directly, so "what's the status of @Q1 Enterprise Deal?" needs no further explanation.

When you open the chat panel from a record's page, the assistant already knows which record you're looking at — a small context chip above the message box shows it, and you can dismiss the chip if you don't want that context.

[](#what-it-can-answer "Permalink")What it can answer
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- **Finding things** — it searches records the same way you can, and links each record it mentions.
- **Summaries** — a digest of a company and everything attached to it, or a workspace-wide overview.
- **Pipeline maths** — counts and totals grouped by stage or company, straight from your opportunity data.
- **Your team** — who's in the workspace, for assigning work.

For anything it can't do in chat — managing custom field definitions in bulk, importing files, inviting teammates — it links you to the right page instead of guessing.

[](#manage-your-conversations "Permalink")Manage your conversations
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Every chat is saved. In the sidebar's **Chats** group you can rename or delete a conversation from its row; **All chats** opens a searchable list of every conversation. Titles are generated automatically from the first exchange.

Each answer has controls underneath: copy it, regenerate it, or rate it with a thumbs up or down so the team knows how the assistant is doing. You can also edit a message you already sent — the conversation replays from that point.

 [  Edit this page on GitHub ](https://github.com/Relaticle/relaticle/edit/main/packages/Documentation/resources/content/help/ai-assistant/ask-questions-about-your-data.md) [  Ask a question in Discord ](https://relaticle.com/discord)