Ask uman anything about your workspace in your own words, and get an answer that shows the records it is based on. You'll find the AI chat in the sidebar, on your homepage, and at the bottom of most pages and panels, so you can ask right where you're working.
💬 Where to ask
AI chat in the sidebar opens the chat page, with your earlier chats on the left.
On your homepage, type your question in the box that says How can I help you today?. The answer opens on the AI chat page.
At the bottom of a sales meeting, account, contact, deal, signal or outreach, a chat box lets you ask about that one record. See Ask about one record below.
✍️ Ask a question
Type your question and press Enter, or click one of the example questions under the box. With a Sales license, the examples on the chat page are:
Which of my open deals require my urgent attention? (when your workspace has a CRM connected)
What meetings do I have coming up that are crucial to prepare for?
Which of my accounts are at risk right now?
Without a Sales license, the examples are about your portfolio, such as I need a brief, high-level overview of our offerings.
Keep the conversation going. Ask a follow-up question in the same chat, and uman builds on its earlier answers.
Ask in any language. uman answers in the language you ask in.
Ask out loud. With a Sales license, click the microphone in the chat box, say your question, and click the arrow to send it.
📎 Answers with sources
Under each answer, uman shows the records it used, such as accounts, contacts, deals, sales meetings, signals and items from your portfolio. Click a source to open it in a new tab. When there are more than two, a button such as +3 more sources shows the rest.
Click Copy under a message to copy it, for example to paste an email uman drafted for you into your mailbox.
🗂️ Your chat history
The AI chat page lists your chats on the left, newest first, under Today, Yesterday and earlier dates. Click a chat to read it again or carry on.
New chat starts a fresh conversation.
To remove a chat, click the bin icon next to it (Delete chat).
Chats you started on a record show up here too, with the record's name under the title.
Your chats are private: only you can see them.
🔍 Ask about one record
At the bottom of these pages and panels, a chat box asks about just that record:
a sales meeting, once it is linked to an account
an account
a contact
a deal (or opportunity)
a signal
an outreach, where you ask about the contact you're reaching out to
an offering, case or thought leadership item in Portfolio
Each one suggests questions that fit, such as What are the key risks for this deal? on a deal, or What are their potential business challenges? on a contact. On a signal, the suggested questions are written for that signal.
The answer opens in a chat window. Click Previous chats to pick up an earlier conversation about the same record.
Learn more on a signal card works the same way: it opens the chat about that signal and asks what is happening at the account, how your offering would help, and what they would gain from it. See Reviewing and acting on signals.
🔒 What the chat can and can't see
Your workspace, with your access. uman looks up accounts, contacts, deals, sales meetings (including what was said in recorded meetings), signals, outreach, your portfolio, and your colleagues and teams. It only uses what you can see in uman yourself, so a colleague who asks the same question can get a different answer.
It reads, it doesn't act. The chat doesn't change anything in uman or in your CRM: it can't accept a signal, update a deal or send a message. It can draft text for you to copy.
From uman, not the web. It answers from what is in your workspace, not from a live search of the internet.
No chat with a single document. You can no longer chat with one document. A document keeps its summary, and earlier chats about a document can still be read, but not continued.
📱 On your phone. In the uman mobile app, ask questions in the AI chat tab, or with Ask AI on a sales meeting. See Using the uman mobile app.