Our AI Ask a Question feature lets you ask a question about any box and get an answer pulled directly from your box content — emails, call logs, meeting notes, and comments.
How to use AI Ask a Question
Open a box.
Navigate to the top of the box and toggle on the "Ask" option.
Type your question in plain language and press Enter.
Review the answer and click any citation to open the source content.
What you can ask
You can ask any question about the content in that box’s timeline.
Some examples:
What did we last discuss with this contact?
Are there any open action items?
What is the current status of this project?
Has pricing come up in any emails?
What was agreed in the last meeting?
AI Ask a Question only looks at the box you’re in. It does not pull from other boxes, pipelines, or external sources.
What it reads:
Ask a Question pulls from content inside the box only:
Emails (sent and received)
Call logs
Meeting notes
Comments
You’ll find linked citations in each answer to review the source content. It does not search across other boxes or your pipeline.
FAQ
Does AI Ask a Question search my entire pipeline?
No. It only references content within the specific box it’s run on.
Which plans include the AI Ask a Question feature?
Ask a question and all other AI features are available on Pro+ and Enterprise plans only.
Can I use AI Ask a Question in automations?
Yes. AI Ask a Question is available as a Streak automation action. You configure a question, and each time the automation runs, it generates an answer based on the current box timeline.
How much does it cost?
1 credit per question. Click here for more information on AI credits.