What it is
Your AI assistant is a built-in teammate that already knows your sales world. It can see across your emails, tasks, deals, contacts, accounts, calendar, notes and messages — all in one place. Instead of clicking through screens and copying details between tabs, you simply ask a question and get an answer.
There is nothing to set up and no special language to learn. If you can type a sentence, you can use it.
What you get
- Instant answers: ask about any account, deal or contact and get the facts back right away.
- Less busywork: let the assistant gather the research, summaries and lists you used to build by hand.
- Smart suggestions: the assistant points out what needs your attention and what to do next.
- One source of truth: every answer is drawn from your own sales data, so it always speaks your language.
Where to find it
- Sign in to Ultragent.
- Open the Chat tab from the main menu.
- Type your question in the message box and press Enter.
- Read the answer, then ask a follow-up to go deeper.
A few things you can ask right now
To get a feel for it, try one of these real questions:
- Run me through my tasks for today
- What's my pipeline value this quarter?
- Help me prepare for a meeting with Riley Carter
- Which opportunities are at risk?
- Hey, what should I focus on next?
Tip
When you open a new chat, you'll see a few ready-made starter questions. Click one to send it instantly and see how answers look.
Good to know
Your AI usage is included with your plan as AI credits, so you can ask freely throughout your day.
Do I need to be technical to use it?
No. The assistant is built for sales and office users. Just ask your question in everyday English.
Do I have to set anything up before I start?
No setup at all. Sign in, open the Chat tab and ask your first question — the assistant already knows your sales world.
Where does it get its answers?
From your own sales data in Ultragent — your emails, deals, contacts, accounts, tasks and calendar.
Can it help me take action, not just look things up?
Yes. You can ask it to draft replies, create tasks, prepare for meetings and prioritise your day.
Will asking lots of questions cost me extra?
No. Your AI usage is included with your plan as AI credits, so you can ask freely throughout the day.