What it does: The in-app chat lets you perform any platform action using natural language — no need to click through menus.
How to access it
There are three ways to open the chat:
Dedicated Chat tab — available in the left sidebar. Start a new conversation, browse recent chats, or pick from suggested topics.
Right-panel chat — available on every page. Click the chat icon on the right side of any screen to open it inline.
Home page chat — sits next to your Task Widget, with suggested chat actions below the input box to help you get started quickly.
What you can do with it
Move prospects between campaigns
Change prospect statuses
Build and launch campaigns
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
Create a new chat at any time from the Chat tab
Rename or delete recent chats from the chat history panel
Messaging instructions and Qualification rules have moved here — find them inside the Chat tab settings
Recent improvements
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