What can Ask Alori do in my team app?
Ask Alori finds, adds and changes your customers, companies and deals when you ask in plain words. Click Ask Alori in the menu or press ⌘J.
Ask Alori is the assistant inside your team app. Anything the app does, you can ask for in plain words: find a customer, add a deal, write a note, move a deal to Won. Click Ask Alori in the side menu, or press ⌘J (Ctrl J on Windows).
Also called: assistant, AI, chatbot, ask AI, Alori AI, demander à Alori, assistant IA, IA
Step 1: Open Ask Alori
Click Ask Alori at the bottom of the side menu. On a computer it opens on the right side of the page, so you keep working. Press ⌘J again, or click Hide Alori, to close it.
Click: Ask Alori
Step 2: Ask in your own words
Type in the box, like "Add Marie Tremblay, 450 555-0142" or "Where are we with the Gagnon deal?". Then press Enter or click the send arrow (Send). To speak instead, click the microphone (Talk). You can paste up to 5 pictures in a message.
Click: Ask Alori › Send
Step 3: Check what it did
Alori shows each step as it works, like Looking up or Adding. Most changes happen right away, with an Undo button. An email or a text is only a draft: nothing goes out until you click Send.
What you can ask, for customers and deals
Customers: find one by name, phone, email or address; add one; change their name, phone, email, address, title, company or status; read their history.
Notes: add a note on a customer, and tell a teammate with @ and their name.
Contact people: add or change the people on a customer or company record.
Find email & phone: fill in a missing work email or phone with Apollo, once Apollo is connected in Alori.
Companies: add, rename, save the website, or merge duplicates.
Deals: list them, add one, move one or many to a stage (Won, Lost…), rename, set the price tag, put more customers on a deal, merge duplicates, or add a whole list at once.
Pipelines: add a pipeline, or rename, reorder, add and remove its stages.
Deal page: choose which fields each card shows, for the whole team.
Custom fields: add fields, and fill them in on a record.
Delete: remove a note, contact, customer, company, deal or pipeline, only when you ask.
Messages: write an email or a text to a customer, for you to send.
Open a page: "show me the deals board" opens it.
Remember: tell Alori something to keep in mind from now on.
If your app has quotes, jobs, invoices, tasks or a schedule, Alori can work with those too.
Good to know
On a deal's page, click Catch me up. Alori reads the deal's history and tells you where it stands and what to do next.
In the search (⌘K), type a question and click Ask Alori: to send it.
Alori only sees and changes what your role allows.
Click New chat to start fresh.
If it doesn't work
"You're out of credits. Add some to keep asking." The owner adds credits in Alori.
"That's a lot of questions this hour. Try again a little later." Wait a bit, then ask again.
"The assistant isn't connected on this app yet." Ask the owner to check the app in Alori.
"Allow the microphone in your browser to talk to Alori." Allow the microphone in your browser's settings, then click Talk again.
"That was too long ago to undo." Make the change again by hand, or ask Alori to put it back.