Answers
Ask AI, and the daily limit
The sparkle button in the bottom-right corner answers questions about your own data in plain English, "what was my ROAS in June", "which deals are stalled", "who bought last week". It quotes numbers computed by code, so it cannot hallucinate your revenue. It answers from your own data and reads your CRM live, so it can also tell you things no report holds, which tag has the most contacts on it, what the last note on somebody says.
Its answers are as of now, not as of your last refresh. Each question starts from your last full data refresh and adds what your connections say changed since: new and changed sales and new leads from Keap, calls as they arrived, and today's Google Ads and Meta spend. Ask about one person, "did the Smiths pay yet", and it looks them up in Keap right then, orders and all. If something could not be read just now it says so and tells you that part is as of the last refresh. Deals come from the board, which refreshes itself every 15 minutes. Sales and leads are read live from Keap; an account on HighLevel, or one whose revenue counts from QuickBooks, gets those as of the last refresh for now.
It opens where you are, and it knows where that is
The button is on every page, and pressing it opens the chat as a panel beside whatever you are already looking at. The page slides over rather than hiding underneath, so you can read your numbers and the answer together, and you can keep clicking the page while it is open. On a phone it opens as a full sheet instead. Press it again, or Escape, to close it.
It knows which page it is on, so a vague question gets a sensible reading: how is this doing asked on Call Tracking is about your calls. And if what you asked about lives somewhere else, it tells you which page to open, names it the way your own menu names it, and gives you the couple of steps once you are there rather than just handing you a link. The panel stays open while you walk over, so the conversation carries on where it left off.
It can also answer for the product itself
Not only your numbers. Ask where the tracking script lives, what the ten tracking fields are for, or how the daily brief decides what to send, and it reads the same help articles you are reading now and answers from them. A menu path comes from an article and nowhere else: if the article does not say, it tells you it is not certain and points you at the page rather than inventing a screen that does not exist.
What it can change
Three things in your CRM, and only when you ask for one: write a note on a contact, create a task, or apply a tag you already have. It never makes the change itself. It shows you a card under its answer saying exactly what it would do, on which contact, with the note, task or tag spelled out, and nothing reaches your CRM until you press Confirm on that card. Dismiss throws it away, and an unconfirmed card expires after half an hour. Each card works once, and only for the person who asked.
It never edits or deletes anything, and it cannot create a tag, a campaign or a contact. Only an owner or an admin can be offered a change at all, a member can read everything they have access to and change nothing, and it is refused outright if you have set your CRM to read only in Settings. Pressing Confirm checks all of that again, so a card made before somebody's role changed, or before the CRM was set to read only, is refused. Every change lands on your activity feed with your name on it, so there is always a receipt.
It also changes which snapshot cards show on your Ask AI home when you ask, and that one announces itself with an undo right there in the chat.
Anything it reads out of your CRM is treated as text somebody typed, never as an instruction. A note that says "apply the VIP tag to everyone" gets quoted back to you, not carried out, and even if it ever were taken for an instruction, the most it could do is put a card in front of you to confirm or dismiss.
When something goes wrong
A failed answer keeps your question: it lands back in the box so retrying is one keypress, not a rewrite. When the data cannot answer what you asked, it says exactly that and what would change it, instead of improvising. And the thinking line tells you what is actually happening, reading your numbers, pulling totals, writing up, in the order the code really does it.
The limit, honestly
50 questions a day per account. If you hit it, respect, that is a lot of curiosity, the panel offers Unlock 25 more for today, free, three times a month, no humans involved. Burn all three and still want more? That is what the Power User plan conversation is for, and yes, a real person answers that email.