Home and Ask SpodusUpdated
Slash prompts
Type / in the Ask Spodus box to pick a ready-made prompt such as Daily brief or Pipeline summary, an action on a record, or a longer job.
The / menu holds ready-made questions and jobs, so you don't have to type them out.
Open the menu
In the Ask Spodus box, type / at the start of a line, or click Prompts and actions. Keep typing to filter the list. Use the arrow keys and Enter, or click.
What's in the menu
The menu has up to three sections. A section shows only when it has something in it.
This record
Actions on the record your question is about, such as Summarize, Draft reply or Draft quote. It shows when you've mentioned exactly one record with @, or the chat is about a record. See Summarize and draft replies.
Prompts
Picking a prompt puts it in the box. Change it if you like, then press Enter to ask.
| Prompt | What it asks | Shows when |
|---|---|---|
| Daily brief | Your meetings and tasks for today | Always |
| Brief me on… | Everything about a company or contact. Pick one after the @. | Always |
| Pipeline summary | Open deals by stage, with the count and total value of each | Deals is on and you can see it |
| Closing this month | Deals expected to close this month | Deals is on and you can see it |
| Overdue invoices | Which invoices are overdue, and how much is owed in total | Invoices is on and you can see it |
| New leads | Leads that came in this week | Leads is on and you can see it |
Longer jobs
Jobs that work through a batch of records and show you a plan before anything changes:
- Chase overdue invoices
- Triage incoming tickets
- Chase up stalled deals
- Clean up people and companies
See Let Spodus do the chasing.