Ask and AI assistants
Ask is on Home and behind Ask on the right-hand rail. Type what you want in your own words, or start from one of the suggestions. Ask answers questions about your people and groups and can take you through the setup checklist one step at a time.
Connect your own AI assistant
Section titled “Connect your own AI assistant”Sessionboard CRM works with AI assistants such as Claude and ChatGPT through the Sessionboard connector (MCP). Add the Sessionboard connector in your assistant and sign in with your Sessionboard account. Then ask in your own words. An assistant can:
| Ask for | What happens |
|---|---|
| “How many active contacts do we have?” | Reads Home: active contacts against your plan, the setup checklist, your most recent people. |
| “Find speakers who are also members” | Filters People by tags, group, membership or attendance, and opens one with their groups, pipeline, contracts and history. |
| “Add Dr. Ana Duarte as a speaker at Acme” | Adds a person or changes one: name, title, tags and groups. An email already here isn’t added twice. |
| “Tag these 30 people Prospect” | Adds or removes tags on many people at once. |
| “Which sponsors have no one linked yet?” | Finds groups by tag and opens one with its people, contracts and pipeline; adds or changes a group, and links or unlinks the people who work there. |
| “Import this spreadsheet” | Previews the import of people or groups first and shows you the counts; imports once you agree, 250 rows at a time. |
| “Who in our CRM isn’t here yet?” | Reads a connected system and says what it found (“we found 40 speakers, 12 of them new”) for you to review before anything is brought in. |
| “Delete these people” | Deletes people or groups, after asking you first. |
| “Who’s still at Contacted for the summit?” | Reads the pipeline by stage, event or tag, and one person’s history. |
| “Move Ana to Confirmed: she said yes” | Adds people to the pipeline, or moves someone to another stage with a note. Taking someone off asks you first. |
| “Send Ana the speaker agreement” | Tells you the template, the title and the email it goes to, and sends only after you say yes. Voiding an agreement asks you first too. |
| “Which agreements haven’t been signed?” | Lists agreements by status or person, and opens one with its signers and the PDF. |
| “Who are our warm opportunities?” | Lists people who came to 5 or more of your webinars or events, aren’t in the pipeline and aren’t customers. |
| “Bring in the attendees of our spring summit” | Says how many attendees your event platform has for it, and brings them into People once you agree. |
| “Invite our warm opportunities to the next webinar” | Hands them to Sessionboard Marketing as a list and gives you the link, or the app’s page if you don’t use Marketing yet. |
What an assistant never does
Section titled “What an assistant never does”- It never connects a system. Connecting takes your keys, so you do it on Connections.
- It never emails anyone without your yes. Sending, resending or voiding an agreement is the only thing that reaches someone outside your organization, and an assistant tells you who and asks first.
- It never changes your CRM, AMS or event platform’s own records. Finding people there only reads. The one write is write-back to your AMS: only into Sessionboard’s own two objects, only once you have switched it on yourself, and an assistant asks before it runs.