What it does: The in-app chat lets you perform any platform action using natural language, with no need to click through menus.
How to access it
There are three ways to open the chat:
Home page: the chat is front and center when you enter Spear. Just type in the composer to start a conversation. The quick-action buttons below it (see below) help you get started faster.
First tab in the left menu: opens the chat in full view. Start a new conversation or pick up a recent one.
Right-panel chat: available on every page. Click the chat icon on the right side of any screen to open it inline, so you can ask for something without leaving what you're doing.
Quick-action buttons under the composer
Under the composer you'll find four quick-action buttons:
Tools: connect and manage the tools and data sources your agent can use
Routines: build and manage routines that run on a schedule
Documents library: upload and use documents as context
Skills: browse and use reusable skills
What you can do with it
Move prospects between campaigns
Change prospect statuses
Build and launch campaigns
View and update your Profile Settings: the chat can see all three tabs, and what it can change follows your permission level, same as in the platform
Read data from a connected Salesforce or HubSpot account
Get a summary of campaign performance
Ask questions about your data
Export specific prospect lists
Create a new document and save it straight to your Documents Library
The available actions are only limited by what you ask. If something doesn't work as expected, contact support.
Managing your chats
Recent chats are behind the clock icon in the top right. Open it to see your chat history, grouped by Today, Yesterday, and Previous 7 days.
Search your recent chats from the same panel to find an earlier conversation.
Rename or delete recent chats from the chat history panel.
Messaging instructions and Qualification rules are found under your agent in the left panel.
Recent improvements
Faster responses: the chat now warms up in advance, so the first reply in a conversation comes back quicker
Shorter answers: the chat now gives more concise responses
Fewer confirmation prompts: the chat no longer asks for repeated approvals on every action
Smarter model: upgraded to GPT-5.5 for more accurate responses
Cleaner campaign and prospect views: when campaigns or prospects are part of the chat's response, they're now shown in an easy-to-read format instead of plain text
Clickable option buttons: when the chat's response includes several options to choose from, they're now shown as clickable buttons instead of plain text
Profile Settings access: the chat can now see all Profile Settings and change them based on your permissions