AI
Ask Ambivo
Generic chatbots don't know your pipeline, open invoices, or renewal dates. Ask Ambivo reads from the same data your team works in — ask questions in plain English, get answers grounded in live records, and go further by describing automations and new data models you want built on the platform.
Customer journey
See how this feature fits into the way your team works — from first step to the outcome that matters.
From a question to a finished action
See how Ask Ambivo turns a plain-English question into an answer, a draft, or a running automation — grounded in your live data the whole way.
Question asked
Type a question or request in plain English from anywhere in the app — no special syntax.
Context gathered
Ask Ambivo reads live records across CRM, Books, Commerce, and custom objects for your tenant.
Grounded answer
You get a response tied to real pipeline, invoice, and renewal data — not a generic guess.
Automation drafted
Describe a workflow or object you want and Ask Ambivo proposes triggers, fields, or relationships.
Refined in the builder
Review and adjust the draft in the visual workflow builder or Object Studio before anything runs.
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Published & running
Turn it on — the automation or object goes live on the same platform your team already works in.
Key capabilities
Your AI co-pilot with context across CRM, Books, Commerce, custom objects, and workflows.
Platform-wide context
Ask about deals, customers, orders, ledger balances, and custom objects — Ambivo knows your tenant's data.
Create custom workflows
Describe the automation you want in plain English — triggers when a lead arrives, conditions on deal stage, actions like email, tasks, or record updates. Ask Ambivo helps you shape the flow, then refine it in the visual workflow builder before you turn it on.
Create custom objects
Open Object Studio and tell Ask Ambivo what you need to track — projects, contracts, memberships, or anything else. It generates fields, picklists, and relationships for you to review, adjust, and publish without a database project.
Draft & summarize
Generate follow-up emails, summarize account history, and recap meetings from logged activity.
Actionable suggestions
Surface at-risk deals, stalled tasks, and reconciliation exceptions with recommended next steps.
What you can do
- Natural-language Q&A on CRM, Books, and Commerce data
- Email and message drafting with customer context
- Create custom workflows from prompts — triggers, conditions, delays, and actions
- Generate custom objects with Object Studio — fields, types, and lookups from plain language
- Deal risk and pipeline health insights
- Bank reconciliation match suggestions
- Guided deal-close and e-signature workflows
- Available wherever you work in Ambivo
Part of the Ambivo platform
Works with CRM
Lead management, pipeline visibility, and deal closing — without the complexity.
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