> ## Documentation Index
> Fetch the complete documentation index at: https://docs.upshiftcloud.com/llms.txt
> Use this file to discover all available pages before exploring further.

# AI Chatbot

> An intelligent assistant that helps you interact with your data using natural language.

## Overview

Ask questions in natural language and the assistant retrieves and explains your data for you.

## Capabilities

| Feature | Description |
| - | - |
| **Natural language queries** | Ask questions in plain English instead of building filters |
| **Full data access** | Query records, relationships, and metrics across your workspace |
| **Page context** | Reference "this company" or "this opportunity" based on your current view |
| **Conversational** | Follow-up questions maintain context from previous queries |

## Example Interactions

### Finding Records

* "Show me all opportunities over \$50,000"
* "Find contacts I haven't emailed in 2 weeks"
* "List companies in the healthcare industry"

### Getting Insights

* "What's my total pipeline value?"
* "How many deals closed last month?"
* "Which stage has the most stuck opportunities?"

### Using Page Context

* "Summarize my interactions with this person" (on a contact page)
* "What opportunities are linked to this company?" (on a company page)
* "When was this deal last updated?" (on an opportunity page)


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