Use the dashboard copilot
Ask about your pipeline, or have the copilot build an ICP or a sales agent for you to confirm.
Your Scalry dashboard is a chat with a sales copilot that knows your CRM. Type in the box at the bottom (Ask about your pipeline, or say 'create a sales agent') or click one of the suggestions above it.
What you can ask
- Pipeline questions: Pipeline this week, Next best actions, Risk review and Unread follow-ups summarize what's happening in your deals and conversations.
- Build things: Define my ideal customer, Build my first agent and Build an outreach agent start a short conversation that ends in a card you review.
Nothing changes until you confirm
When the copilot wants to create or change something, such as a new ICP, a new agent or a deal update, it shows a card with the details. Click Confirm to apply it or Cancel to drop it. A green result card (for example ICP created) tells you it's done.
Chats and files
Click New chat to start fresh. Earlier conversations are listed under Chat history so you can reopen them. Use the + button next to the message box to attach a file to your question.