Find & answer
Search across records, conversations, and email, and get a straight answer or a summary.Search your workspace
Find records, conversations, and emails by anything on them.
Try: “Find every open deal over $10k owned by me.”
Try: “Find every open deal over $10k owned by me.”
Summarize
Condense a record, a thread, or a set of results.
Try: “Summarize my conversation with Acme this week.”
Try: “Summarize my conversation with Acme this week.”
Research the web
Search and read public pages to enrich an answer.
Try: “What does this company do? research acme.com”
Try: “What does this company do? research acme.com”
Answer from your data
Ask questions grounded in your records.
Try: “Which contacts haven’t been touched in 30 days?”
Try: “Which contacts haven’t been touched in 30 days?”
Records & data
Create and update records, one at a time or in bulk.Create records
Add a company, contact, deal, task, or anything you’ve modeled.
Try: “Create a deal for Acme worth $25k in the Negotiation stage.”
Try: “Create a deal for Acme worth $25k in the Negotiation stage.”
Update in bulk
Set a value across many records at once.
Try: “Mark all deals closed before June as Archived.”
Try: “Mark all deals closed before June as Archived.”
Build & structure your workspace
Model new data and lay out the surfaces to work with it.Design objects & fields
Create objects and properties, or a whole related schema at once.
Try: “Add a ‘Renewals’ object with fields for owner, ARR, and renewal date.”
Try: “Add a ‘Renewals’ object with fields for owner, ARR, and renewal date.”
Views, pages & dashboards
Build tables, kanban boards, and dashboards; add filters.
Try: “Make a kanban of deals grouped by stage on a new page.”
Try: “Make a kanban of deals grouped by stage on a new page.”
Email & conversations
Work your inbox without leaving the chat.Draft & send email
Compose a reply in your voice; send it (with your OK).
Try: “Draft a follow-up to Jane thanking her for the call.”
Try: “Draft a follow-up to Jane thanking her for the call.”
Act on conversations
Look up a thread and complete its pending actions.
Try: “What’s the next action on the Globex conversation?”
Try: “What’s the next action on the Globex conversation?”
Calendar & tasks
Schedule & check availability
Read events and free/busy, and create meetings.
Try: “Book a 30-min call with Acme next Tuesday afternoon.”
Try: “Book a 30-min call with Acme next Tuesday afternoon.”
Tasks & notes
Create, complete, and list tasks; jot a note on a record.
Try: “Add a task to send Acme the proposal by Friday.”
Try: “Add a task to send Acme the proposal by Friday.”
Automate
Workflows & sequences
Inspect automations and enroll records into outreach sequences.
Try: “Enroll these 12 new leads in the Outbound sequence.”
Try: “Enroll these 12 new leads in the Outbound sequence.”
Skills & /commands
Run reusable procedures your team has saved. A saved
Skill with a command shows up as a /command.
Try: “/qualify-lead” or “use the lead-qualification skill.”
Try: “/qualify-lead” or “use the lead-qualification skill.”
Build a playbook
Draft a playbook. The steps a rep should
follow on a call, and list or inspect the ones you already have.
Try: “Create a discovery-call playbook for inbound demos.”
Try: “Create a discovery-call playbook for inbound demos.”
Create a scorecard
Build a coaching scorecard so calls get
graded against criteria you choose.
Try: “Make a scorecard that grades discovery calls on rapport, qualification, and next steps.”
Try: “Make a scorecard that grades discovery calls on rapport, qualification, and next steps.”
Documents & presentations
Draft documents
Create rich workspace documents from a brief.
Try: “Write an onboarding doc for the Acme account.”
Try: “Write an onboarding doc for the Acme account.”
Build a slide deck
Generate a fully branded presentation from a topic, the assistant
writes the slides and Custral applies your brand theme and layout, then
hands back a link.
Try: “Make a 10-slide customer pitch deck for Acme.”
Try: “Make a 10-slide customer pitch deck for Acme.”
New: “Make me a deck” creates a real
Presentation in your workspace, themed and
ready to present or edit.
Before it acts
Reading is always free. Anything that changes data or reaches outside Custral (creating a record, sending an email, building a deck) pauses for your approval, so nothing happens behind your back. You can loosen or tighten this in the assistant’s mode. See Permissions. Each chat agent can also be limited to a chosen set of tools (and kept off the web), so a focused agent only offers what it should.Troubleshooting
The assistant says it can't do that / doesn't have that tool
The assistant says it can't do that / doesn't have that tool
The agent you’re talking to may be scoped to a subset of tools, or have
web access turned off. Switch to a less-restricted agent, or widen the
agent’s tools under Tool gating.
It keeps asking me to approve every step
It keeps asking me to approve every step
Writes are gated by design. If you trust a run, approve it, or change the
assistant’s mode so writes auto-run. Destructive actions (like deleting)
always ask. See Permissions.
It built a deck but I can't find it
It built a deck but I can't find it
The assistant returns a link to the new deck and saves it as a
Presentation page. Open the link, then drag it into a sidebar section to
file it wherever you like. Everything on the deck is editable, and you can
hit Present to show it.
The result isn't quite what I wanted
The result isn't quite what I wanted
Give it more detail and ask again, e.g. the audience, the key points, or
the number of slides for a deck. Drafts are never sent or published without
you, so it’s safe to iterate.
Related
Tools overview
The tool groups behind these capabilities.
Chat agents
Build focused personas with their own tools and scope.
Rules & skills
Teach the assistant your process and save reusable /commands.
Permissions
How the approval gate protects your data.