Ask Zulie

Understanding Ask Zulie

Ask Zulie is SparrowCRM’s native AI assistant that finds information and performs tasks in response to your prompts.

Conversational intelligence: Interact with Ask Zulie using a familiar chat interface similar to popular Generative AI tools like ChatGPT, Claude, Perplexity, etc.

Data scope: Ask Zulie answers your questions with information surfaced from your CRM data. Its data sources are as follows:

• Contacts — names, details, activity history, engagement signals
• Companies — company records and associated data
• Deals — pipeline, stages, values, deal health
• Calls — call logs, recordings, transcripts, outcomes
• Meetings — meeting records, summaries, transcripts
• Emails — email activity logged against contacts and deals
• Tasks — assigned and completed tasks across records
• Notes — notes linked to contacts, deals, and calls

Note: Ask Zulie only draws from data you have access to in SparrowCRM.

Generative UI: In addition to responding with text, it renders interactive components — forms, charts, email editors, and deal updates — directly in the chat, so you can take action without leaving the conversation.

LLMs: You can choose the models powering Ask Zulie’s answers to get the desired results.

<Think of a table that recommends models for the type of task>

Access Ask Zulie

You can access Ask Sparrow from two places in SparrowCRM:

• Home page: Use the chat box at the top of your home page.
• Sidebar: Open a past conversation under Chats, or click + to start a new one.

Ask Sparrow interface overview

Get familiar with the Ask Sparrow chat layout, controls, and response options.

Chat controls

In the Ask Sparrow chat, you can:

• Type your message in the composer and press Enter or click the send button to submit it.
• @mention contacts, companies, deals, or other records in your message to give Ask Sparrow direct context.
• Open previous conversations from the Chats section in the sidebar, or click + to start a new one.
• Copy a response by clicking the copy icon beneath it.
• Share feedback using the thumbs up or thumbs down buttons to help improve Ask Sparrow.
• The model for generating the response will be auto chosen. You also have the option to choose it before sending your response to Ask Zulie.

Working with Ask Zulie

Here’s a comprehensive list of the actions you can perform with Ask Zulie.

Note: Actions involving team data such as viewing another rep's pipeline, comparing rep performance, or accessing team-level analytics are available to managers only.

Create and update records

Ask Zulie can create new contacts, companies, and deals, or make updates to specified records records. All changes are shown inline for your review before anything is applied.

Example prompts:

• "Create a contact for Riya Mehta at TechFlow"
• "Add a new deal for Acme Corp worth ₹10L in the Enterprise pipeline"
• "Update this contact's job title to Head of Procurement"
• "Suggest updates to this deal based on our last call"
• "Show me all deals logged by my team this week”

Draft and send emails

Ask Zulie can display specific email threads inline. You can type and send emails from here or have Ask Zulie draft it. The email whether drafted by you or Ask Zulie will be sent only after your confirmation.

Example prompts:

• "Draft a follow-up email to [email protected]"
• "Write a check-in email to the Acme Corp team"
• "Email the meeting summary to all attendees"

Manage tasks

Ask Zulie can create new tasks — standalone or linked to a record — and carry out updates on existing ones. Note that task assignment cannot be changed through Ask Zulie.

Example prompts:

• "Create a task to follow up with this contact on Friday"
• "Add a task to send the proposal to Acme Corp by end of week"
• "What tasks do I have due today?"
• "Mark the proposal task for Acme as done"

Work with meetings

Ask Zulie can retrieve meeting details, generate prep briefs, email meeting summaries, and create or reschedule meetings.

Example prompts:

• "What's on my calendar today?"
• "Help me prep for my next call with Acme Corp"
• "Summarise my last meeting with TechFlow"
• "Send the Acme demo meeting MOM to Rick Ramoray"
• "Schedule a meeting with Riya for next Tuesday"
• "Reschedule my 3pm call with Acme to Thursday"
• "Show me my team's meetings from last week"

Ask questions to build charts and dashboards

Ask questions about any object or module in plain language — contacts, deals, calls, meetings, tasks, and more — and get charts rendered directly in the chat. Supports bar, line, pie, and funnel chart types.

• Add a generated chart to an existing dashboard using the dashboard picker.
• Create a new dashboard from a chart and name it on the spot.

Example prompts:

• "Show me deals by stage this quarter"
• "How many calls were made by my team this week?"
• "Which contacts haven't been reached out to in 30 days?"
• "Compare meetings booked this month vs last month"
• "Show me each rep's pipeline value and deal count"
• "What's our forecast vs target this quarter, broken down by rep?"
• "Compare win rates this quarter vs last quarter"
• "Which reps have pipeline coverage below 3x?"

Create and view notes

Ask Zulie can create notes linked to any record, meeting, or call, and retrieve existing ones inline without leaving the chat. All the notes require your review before being saved. Nothing is created/modified without your confirmation.

• Create a note — Ask Sparrow opens an inline note editor. The note is automatically linked to the relevant record, meeting, or call.
• View notes — Ask Sparrow retrieves and displays notes for any record, meeting, or call directly in the chat.

Example prompts:

• "Add a note to Acme Corp's record summarising today's call"
• "Create a note for this meeting with key takeaways"
• "Show me all notes for TechFlow"
• "What notes do we have on the Acme deal?"

Create and manage lists

Ask Sparrow can create new lists from search results or specific records, and add records to existing lists.

• Create a list — Ask Sparrow creates a new list and populates it with records from your search results or ones you specify. If the list doesn't exist yet, it's created automatically.
• Add to an existing list — Ask Sparrow surfaces a list picker inline so you can choose which list to add the records to.

Example prompts:

• "Create a list of all contacts at companies in the healthcare industry"
• "Make a list of deals that have been stuck in negotiation for more than 30 days"
• "Add these search results to my Q2 follow-up list"
• "Add Riya Mehta and James Liu to the Enterprise prospects list"

Enroll contacts in sequences

Ask Sparrow can enroll contacts into sequences and check how your sequences are performing — directly from the chat.

• Enroll contacts — Mention a contact's email in the chat and Ask Sparrow enrolls them into the sequence. You'll see a success or failure confirmation inline for each contact.
• View sequence status — Ask Sparrow returns a readout of enrolled count, step distribution, and open and reply rates for any sequence. Read-only.

Example prompts:

• "Enroll [email protected] in the Q2 outreach sequence"
• "Add these three contacts to the enterprise onboarding sequence"
• "How is the Q2 outreach sequence performing?"
• "What are the open and reply rates for the demo follow-up sequence?"
• "Show me open and reply rates for each rep across all active sequences”