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AI Chat can answer questions about your CRM and prepare actions using the same records you reviewed earlier in the course. Time: 3 minutes Outcome: One useful answer and one reviewed action.

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Try one question

Start with a request that is easy to verify:
Ask about your pipeline
Follow the cited records to confirm the answer matches your data.

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Try one action

Create a task
1

Review the proposed change

Check the record, owner, due date, and wording before approving it.
2

Approve or edit

Approve the action as written or edit the proposal first.
3

Verify the result

Open the linked record and confirm the task appears where you expect it.
Approval behavior depends on workspace settings and action type. Keep consequential actions reviewable until your team trusts the workflow.

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Up next

Finish the course by choosing your next workflow.