Ask Zulie

Ask Zulie is the chat that runs across SparrowCRM. Ask about a record, a meeting, or a deal. Give it an instruction and it takes the action. Zulie draws on everything in the workspace: records, meetings, calls, notes, tasks, and emails.

Accessing Ask Zulie

Open Ask Zulie from three places in SparrowCRM.

On the home page.
The composer sits under the welcome message. Type a question or pick a chip (Daily prep, Meetings, Outreach, Your records) to see suggested prompts.

From the sidebar.
Ask Zulie has its own tab in the left navigation. Opens the full workspace with a chat panel on the left and the composer on the right.

From the search bar.
Click the search bar at the top of any page or press ⌘K. Press Tab to switch from search to Ask Zulie.

Working in the chat

Type your message.
Use the composer at the bottom. @mention records, contacts, companies, deals, meetings, or teammates to give Zulie context.

Use suggested questions.
A new chat opens with categories: Daily prep, Meetings, Outreach, and Your records. Click one to see prompts. Pick a prompt to send it or use it as a starting point.

Follow up in the same thread.
Ask Zulie remembers what came before in a conversation. Ask a follow-up, narrow a previous result, or chain requests without repeating context. Start with "Show me my open deals" and follow with "just the ones over $50K" and then "draft outreach for the top three."

Pick a model.
Click Auto next to the send button to switch between multiple model options. Leave it on Auto to let Zulie choose the model.

Open past chats.
Every chat is saved in the left panel. Click one to reopen it.

Search past chats.
Click Search chats in the left panel to find an older conversation by keyword.

Rename or delete a chat.
Click the three-dot menu at the top right of a chat. New chats start as "New Conversation" and can be renamed anytime.

Start a new chat.
Click + New Chat in the left panel.

Change the language.
Type / in the composer and pick a language. Zulie responds in the language you select.

Ask Zulie is AI and can make mistakes. Double-check responses before acting, especially when Zulie creates, updates, or deletes anything.

What you can do with Ask Zulie

Ask Zulie handles a wide range of work across the CRM. Each kind of task draws on data from different parts of the workspace, so the same chat can move between Deals, Contacts, Companies, Meetings, Calls, Notes, Tasks, Lists, and Reports without switching context.

1. Find records and activity

Retrieve records and activity from anywhere in the workspace. Ask Zulie searches across Contacts, Companies, Deals, Meetings, Calls, Notes, Tasks, and Lists, and returns the specific record, subset, or field.

Use it to:

• Locate a record when the exact name is fuzzy
• Filter a section by a condition
• Pull activity across multiple sections for a single contact or account
• Retrieve a specific note, task, or file linked to a record

Example prompts:

• Show me all meetings I have with Acme this week
• What deals are closing this month above $25K?
• Find the last three notes on the Baxter deal
• Which contacts at Google haven't heard from me in 30 days?
• Show me every task tied to the Hyundai account
• List my open deals in the Enterprise pipeline

2. Understand conversations from meetings and calls

Summarize what happened in a call or meeting, explain why a signal changed, and analyze patterns across conversations. Ask Zulie draws on Meeting transcripts, Call recordings, Deal history, Contact activity, and Notes.

Use it to:

• Summarize a single call, meeting, contact, or account
• Explain a change in a deal's health score or a contact's engagement score
• Analyze patterns across a set of deals, calls, or contacts
• Understand the sentiment or objections in a specific conversation

Example prompts:

• Summarize the last call with Priya at Acme
• Why is the Baxter deal stuck in negotiation?
• What was discussed in yesterday's meeting with Google?
• What objections came up in the last three demo calls?
• What are the common reasons deals were lost last quarter?
• Summarize the last 30 days of activity on the Hyundai account
• What did Priya say about pricing in our last call?

3. Check pipeline, revenue, and performance

Get answers on pipeline, revenue, and team performance without opening a report. Ask Zulie draws on Deals, Contacts, Companies, Reports, and Activity data, and can generate a chart or a full report on request.

Use it to:

• Check pipeline, revenue, and forecast at any time
• Compare periods, regions, sources, or reps
• Diagnose why a number changed
• Measure team activity and productivity
• Generate charts and full reports from a natural language description

Example prompts:

• What's my pipeline this quarter?
• Forecast revenue for this month
• Compare pipeline this quarter to last quarter
• Which stage loses the most deals?
• Why is win rate lower this month than last?
• Which lead source has the highest conversion?
• Which region is growing the fastest?
• Which reps haven't followed up this week?
• Average response time across the sales team this month
• Generate a chart showing deals won by source this quarter
• Create a report showing pipeline movement across all stages last month

4. Stay ahead of your day

Prioritize what to focus on and get recommendations on the next move. Ask Zulie combines signals from Deals, Meetings, Tasks, and Contact activity to surface what needs attention and suggest specific actions.

Use it to:

• Get a daily brief of what to focus on
• Identify which deals or contacts need attention right now
• Get next-step suggestions for a specific deal or account
• Decide when and how to follow up with a contact
• Understand why Zulie is recommending an action

Example prompts:

• What do I need to focus on today?
• Which deals need my attention right now, and why?
• Suggest next steps for the Acme deal
• Who should I follow up with this week?
• What's the best time to reach out to Priya?
• Which stalled deals are worth resurrecting?
• Which accounts are showing signs of churn risk?

5. Execute actions across the CRM

Create, update, and delete records. Draft emails. Build and run workflows. Ask Zulie takes action across Contacts, Companies, Deals, Notes, Tasks, Emails, Sequences, and Workflows. Every action is shown as a proposed change before it runs, and nothing is created, updated, sent, or deleted without approval.

Use it to:

• Create or update a Contact, Company, or Deal from a conversation
• Log a call outcome or add a meeting note
• Create tasks and assign them to a teammate
• Draft an email using context from a call or meeting
• Chain multiple steps together in a single request
• Build a workflow by describing what it should do

Single-step example prompts:

• Create a contact for Maya from TechFlow, she's interested in our product
• Update the Acme deal stage to Closed Won
• Add a note on the Baxter contact summarizing today's meeting
• Create a task for me to send the proposal by Friday
• Draft a follow-up email to yesterday's meeting attendees
• Log a call with Priya and set the outcome to positive

Multi-step example prompts:

• Follow up with everyone from yesterday's meetings, draft the emails, and create tasks to send them tomorrow
• Move all deals stalled for 30+ days back to Qualification
• Enroll every Healthcare contact with an open deal above $50K into the Q2 nurture sequence
• Reassign all accounts owned by John to Sarah and notify her

Build a workflow:

• Whenever a deal is marked Closed Won, create onboarding tasks for the CS team
• Notify me if any deal has been inactive for 10 days
• If a meeting has negative sentiment, alert the account owner and the manager
• When a lead books a demo, assign the SDR on rotation

6. Answer complex questions

Combine information from multiple sources to answer questions no single section can answer alone. Ask Zulie pulls across records, meetings, calls, notes, emails, and activity in one query, and returns a synthesized answer.

Use it to:

• Prep for a meeting using everything the workspace knows about a company
• Find patterns across multiple deals, calls, or accounts
• Answer analytical questions that span more than one section
• Understand the full context around a contact, company, or deal

Example prompts:

• Look at every call, note, and email with Acme. What do I need to know before my next meeting?
• Find accounts where we've had three meetings but no deal was created
• Which marketing campaigns generated deals above $100K last quarter?
• What are the most common product objections across calls this month?
• Which reps have the highest meeting-to-win rate?
• Which customers mentioned wanting a specific integration in the last 90 days?
• Summarize everything the workspace knows about the Hyundai account

7. Get product help

Ask product questions about SparrowCRM itself. Ask Zulie explains features, walks through settings, and answers both "how do I" and "why did that happen" questions across the workspace.

Use it to:

• Get an explanation of a feature or field
• Find where a setting lives in the product
• Understand how a score, tag, or AI field is calculated
• Learn the difference between two features
• Diagnose why something didn't work the way expected

Example prompts:

• How do I set up a workflow?
• What does the ICP Fit score mean and how is it calculated?
• Where do I change my meeting recording settings?
• What's the difference between a list and a view?
• How does Zulie score meetings?
• Why didn't this workflow run?
• Why can't I edit this field on the Acme deal?
• Why wasn't this lead assigned to anyone?
• Why did the health score on the Baxter deal drop?

Where Ask Zulie gets its data

Ask Zulie uses the data across your workspace to answer questions. It automatically decides which sources to use based on the question.

Ask Zulie has the same viewing permissions as you. It can only access data you can normally see in SparrowCRM, including your own emails and meetings. Customer data is not used to train AI models. For more on how SparrowCRM handles data, see [Configuring AI].

Ask Zulie can access:

• Calendar events for all workspace members, respecting permissions, including meeting metadata even if the meeting wasn't recorded
• Call recordings and transcripts from recorded meetings and calls
• Notes across the workspace
• Emails you have access to, including subject lines, dates, and summaries
• Records across every object in the workspace (Contacts, Companies, Deals, and any custom objects)
• Lists you have access to, including which records are in the list and list attributes
• Tasks across the workspace
• Members and teams from your workspace

Share feedback

If Ask Zulie gives an unhelpful or incorrect response, use the thumbs-down button on the response. Feedback goes directly to the SparrowCRM team and helps improve Ask Zulie over time. Data shared through feedback is not used to train AI models.