Click Ask Flow in the top bar. A chat panel opens on the right. Type what you want to know, or tap one of the suggestions at the bottom of the panel.
Open Ask Flow
- Click Ask Flow at the top of any page, next to the search button.
- The panel opens with the title "Ask Flow, your FlowForce assistant".
- Type in the box that says Ask Flow anything, then click the send arrow. You can also click the microphone to speak.
Click X to close the panel. The expand button makes it larger, and the three dots open more options.
Start with a suggestion
A new conversation shows suggestion buttons:
- What can you do here? asks Flow what it can help with.
- Prioritize my day helps you decide what to work on first.
- Email someone (plan) starts planning an email.
Ideas to try
- Ask what you should work on first today.
- Ask for help planning an email to a lead.
- Ask what Flow can do before you start.
Check what Flow does before you act
Read what Flow suggests before you use it. For emails and texts, you stay in control of what is sent. See Does FlowForce AI send messages without my approval?.
If it did not work
Ask Flow does not open. Reload the page and click it again.
The answer is not what I needed. Ask again with more detail, such as the page you are on and what you are trying to do.
I want a different kind of help. Use AI Mode to filter lists, and Build with Flow to draft a sequence. See How to filter leads and deals in plain English with AI Mode and How to create your first sequence in FlowForce.