AI Assistant

Overview

The AI assistant is a conversational tool built into Aggrandize that helps you research opportunities, manage your CRM data, and draft emails — all through natural language. It understands your contacts, deals, companies, and email history, so you can ask questions and take actions without navigating through multiple screens.

Opening the assistant

Click the assistant icon in the top navigation bar, or press Alt+A. The assistant opens as a panel on the right side of the screen. Your conversation persists across page navigations and browser refreshes.

What you can ask

Search and research

Ask the assistant to find and analyze data across your CRM:

• "Find all active deals over $100k"
• "Show me contacts at Acme Construction"
• "What deals is John Smith linked to?"
• "How many unclassified contacts do we have?"
• "Search for emails about the State St project"

Contact and company intelligence

Get a full picture of any relationship:

• "Tell me about Jane Doe" — retrieves profile, email history, linked deals
• "What companies has our team been in contact with this week?"
• "Find unlinked email threads" — emails not yet associated with a deal

Write actions

The assistant can create and update CRM data on your behalf:

• Create contacts, companies, deals, and tasks
• Update contact info, deal stage/value, and task status
• Link contacts to deals, companies to deals, emails to deals
• Delete contacts or companies (for cleanup)
• Draft, reply, and forward emails

Contact enrichment

Ask the assistant to look up missing information for a contact:

• "Enrich Jane Doe's contact info"
• The assistant searches external data sources for phone, email, job title, company, and LinkedIn profile

This uses AI credits.

The relational graph

Under the hood, Aggrandize maintains a relational graph — the web of connections between your contacts, companies, deals, and email threads. This graph is what gives the assistant its intelligence.

Why it matters

When you ask the assistant "Tell me about Jane Doe," it doesn't just pull up her contact card. It traverses the graph to find her company, the deals she's involved in, the email threads linked to those deals, the other contacts on those deals, and the tasks associated with them. This connected view is what makes the assistant fast and useful.

The richer your graph, the more the assistant can do. A contact with no links to companies or deals is just a name and email address. A contact linked to a company, two deals, and several email threads gives the assistant the full picture.

Keep the graph healthy

Always ask the assistant to maintain relationships when making changes. This is especially important for:

• Creating deals — ask the assistant to link the relevant contacts and companies, not just create a bare deal
• Adding contacts — ask it to associate the contact with their company and any relevant deals
• Bulk operations — when importing or creating multiple records, ask the assistant to build out the relationships between them

For example, instead of "Create a deal called State St Office," say "Create a deal called State St Office and link it to Jane Doe and Acme Construction." The assistant will create the deal and wire up all the relationships in one step.

The assistant uses the graph automatically

Every time data in the system changes — a new contact is created, a deal moves stages, an email is linked — the assistant references the relational graph to understand the context. This is how it can:

• Anticipate which contacts to associate with a new deal
• Suggest companies when you mention a person
• Surface related email threads when you're researching a deal
• Identify gaps ("This deal has no linked contacts — would you like me to add some?")

The more consistently you use the assistant for data entry and updates, the more complete your graph becomes, and the more valuable the assistant's suggestions get over time.

Approval flow

The assistant always asks for your approval before making changes. When it wants to create, update, or delete something, you'll see a preview of the action:

"Create deal 'State St Office Tower' worth $250,000 in Prospecting stage?"

Approve | Decline

• Click Approve to execute the action
• Click Decline to cancel — the assistant acknowledges and moves on

Read-only actions (searching, viewing data) don't require approval.

How credits are consumed

• Conversations and search — every message to the assistant consumes a small amount of AI credits based on the length of the conversation
• Contact enrichment — uses credits for external data lookups
• If your credit balance reaches zero, the assistant is unavailable until credits are added

See AI Credits for details on managing your balance.

Tips

• Be specific — "Find deals in the Proposal stage worth over $500k" works better than "show me some deals"
• Ask follow-ups — the assistant remembers your conversation context, so you can drill deeper ("Now show me the contacts on that deal")
• Use it for bulk work — enriching multiple contacts or classifying them in bulk is faster through the assistant than doing it one by one
• Link emails to deals — ask the assistant to find and link relevant email threads to keep deal communication organized
• Build relationships, not just records — always ask the assistant to link contacts, companies, and deals together when creating new data. A well-connected relational graph makes everything faster

Starting fresh

Click the clear button at the top of the assistant panel to start a new conversation. Your previous conversation history is discarded.