Ask in plain language
The fastest way to find anything is to simply ask. Ultragent understands everyday questions and searches across your emails, notes, contacts, accounts, and opportunities at once.
- Open the chat assistant.
- Type your question the way you would say it out loud, for example "What info do I have on Maria Santos?"
- Press send and review the answer, with links to the source.
- Ask a follow-up to go deeper.
- Try a name: "Any emails from Maria Santos?"
- Try an account: "What's the status of the Acme Corp sales account?"
- Try a goal: "Help me prepare for a meeting with Brightwave."
Give new details a moment to arrive
When you add a brand-new account, Ultragent gathers company intelligence for you, including key stakeholders, recent news, and more. This rich detail arrives shortly after you create the account.
- Create the sales account by entering the company name.
- Let enrichment run for a short while.
- Open the account to see the gathered details.
- Ask the chat assistant for a summary once it is ready.
Tip
If a detail is not there yet, try the chat assistant a minute later. Fresh information keeps flowing in as your emails and accounts update.
Finding information questions
I searched a contact and got nothing. What should I try?
Try the person's full name, their company, or even the topic you discussed. The chat assistant searches across all of your data, so a different angle often surfaces exactly what you need.
I just created an account and details are sparse. Is that normal?
Yes. Account intelligence is gathered for you and lands shortly after you add the company. Give it a moment, then reopen the account to see stakeholders, news, and insights.
Where does Ultragent look when I ask a question?
It looks across your emails, notes, contacts, accounts, and opportunities together, then shows you the answer with links back to the original source.
Can I save a view of just the accounts I care about?
Yes. You can create custom views and saved searches, such as West Coast accounts only or stale opportunities, so the data you care about is one click away.
How do I get the very latest on an account before a call?
Just ask, for example "What's the latest news on Northstar Logistics?" Ultragent pulls current information so your opener is always fresh.