See contact details without leaving the chat
When you are messaging someone, you can pull up their key details in a side panel, so you always have the full picture in front of you.
- Open a direct message.
- Select View contact in the conversation header.
- A panel opens with the contact's name, role, company and contact details.
- Select the email or phone number to start an email or call right away.
Ask the assistant inside a conversation
Need a quick answer or a hand drafting something? Bring the Ultragent assistant straight into your chat by mentioning it in a message.
- In any conversation, type @ai followed by your question or request.
- Send the message as usual.
- Ultragent replies in the conversation, drawing on the context of your work to give a helpful answer.
Tip
Because the assistant understands your sales context, the suggested replies and answers you get are grounded in what matters to your deals.
Turn a message into a meeting
Talking dates and times? Ultragent spots when a message is about scheduling and offers to set up the meeting for you.
- Send a message that suggests a meeting, such as a day and time.
- When Ultragent detects a meeting, a Confirm event details window appears.
- Review and adjust the title, date, time and length.
- Select Confirm and Create to add it to your calendars automatically.
Good to know
Confirmed meetings are added to your connected calendars, so a quick chat turns into a booked event without extra steps.
How do I see a contact's details while I am chatting?
Select View contact in the conversation header to open a side panel with their role, company, email and phone number, right beside the chat.
Can I email or call a contact straight from the chat?
Yes. In the contact panel, select their email or phone number to start an email or call right away without switching screens.
How do I ask the assistant a question in a conversation?
Type @ai followed by your question or request and send it. Ultragent replies right inside the chat, using the context of your work to help.
Can a message become a calendar event?
Yes. When you message about scheduling, Ultragent offers a Confirm event details window so you can review the details and add the meeting in a tap.
Where does a confirmed meeting get added?
Confirmed meetings go straight to your connected calendars, so a quick chat about a day and time turns into a booked event automatically.