Estimated Read Time: 6 minutes

Overview

AskElephant Chat is a conversational interface that transforms how client-facing teams interact with their data. Instead of navigating multiple screens or running pre-built workflows, you can simply ask questions in natural language—using everyday English—to get answers about your meetings, companies, and customer relationships. Chat appears contextually throughout the platform, meeting you exactly where you're working.

This article walks you through how to use AskElephant Chat to extract insights, uncover churn risk, and strengthen customer outcomes without leaving the engagement you're currently viewing.

Key Terms

• Chat Interface: A text-based conversation space where you type questions and receive AI-powered answers.
• LLM (Large Language Model): The AI engine powering the conversation.
• Agents: Integrations that connect AskElephant Chat to your existing business software (like HubSpot, Notion, Monday, etc.)
• Personal Context: Custom preferences you set about yourself and your work style that AI use to tailor its responses.
• Workflow: A pre-built automation or multi-step process. You can run workflows directly from Chat to save time on repetitive tasks.

Getting Started with AskElephant Chat

Where Chat Appears

AskElephant Chat isn't confined to one location. It appears in five key places across the platform, each providing different context:

1. Standalone Chat (in your sidebar): The open-ended space where you can ask questions about anything—meetings, documents, general questions, or industry insights.
2. Meeting Chat: When you click into a specific meeting, Chat is already there with that meeting's transcript as context.
3. Company Chat: When viewing a company page, Chat has access to all meetings associated with that company.
4. Contact Chat: When viewing a specific contact, Chat can reference interactions with that individual.
5. Search Chat: After filtering meetings across multiple companies and contacts, you can create a custom Chat context with all those meetings at once.

How to Use AskElephant Chat

The Chat Interface Basics

When you open Chat, you'll see:

• Left Sidebar: A list of your past conversations. You can pin frequently used chats for quick access.
• Main Content Area: A large text box where you type your questions or requests.
• Bottom Toolbar: Several buttons that control how Chat works:

• Plus Button: Attach meetings, upload documents, or run workflows.

• Tools: Toggle integrations (HubSpot, web search, Notion, etc.) on or off.

• Model Selection: Choose which LLM powers your conversation.

• Enhanced Prompt: Let AI improve your question before sending it.

• Ask Button: Send your question (or press Enter).

Adding Power with Tools, Agents, and Integrations

What Are Tools & Agents?

Tools & agents connect Chat to the platforms where your business data lives. When you toggle a tool on, the AI gains the ability to search those spaces and pull relevant information into your conversation.

Common Tools & Agents You Can Use

HubSpot Agent: Search deals, opportunities, and company data. Ask about a specific client or recent sale.

Web Search: Access current information from the internet. Use this when you need the latest data or want to research a new topic.

Notion Agent: Create or reference pages and databases. Log meeting insights directly into Notion.

Monday / Asana: Pull information about active projects and team tasks.

Linear: Query bug reports and development updates.

Example: In Action

Let's say you just closed a deal with a major client. You want details about the opportunity in HubSpot:

1. Open AskElephant Chat.
2. Click Tools and toggle on HubSpot Agent.
3. Type: "Tell me about the Lincoln Motors deal I just closed."
4. Chat searches HubSpot, finds the deal, and gives you a summary—all in the conversation.

Attaching Context: Meetings and Documents

Bring Meetings Into Your Conversation

You don't need to manually copy meeting details. Instead:

1. Click the Plus Button and select Attach Meetings.
2. Search for the meeting(s) you want to reference.
3. Select one or multiple meetings—Chat now has their transcripts as context.

Now you can ask Chat questions like:

• "What were the action items from this meeting?"
• "Who attended this call?"
• "Summarize the key discussion points."
• "Did the client mention any concerns?"

Upload Documents

You can also upload business documents (PDFs, Word docs, Excel files, PowerPoint presentations) directly into Chat. This is helpful when you want AI to analyze a proposal, compare documents, or extract specific information.

Understanding Churn Risk: A Real-World Example

One of the most powerful uses for Chat is identifying when a customer relationship might be at risk.

Scenario: You onboard a new customer and feel concerned about engagement. Your last meeting felt different than previous ones, but you're not sure what changed.

Solution:

1. Go to the company's page and open Chat.
2. Chat automatically has all meetings with this company as context.
3. Ask: "I felt like the energy in our last meeting was different. Can you analyze our recent meetings and identify what might have shifted?"
4. Chat reads through your meeting transcripts and surfaces insights—tone changes, unresolved concerns, or topics that came up less frequently.

This approach saves hours of manual review and helps you catch issues early.

Customizing Responses with Personal Context

What Is Personal Context?

Personal context allows you to tell the AI about yourself and how you prefer to work. The more the AI knows about your style, the better it tailors responses to your needs.

How to Set Personal Context

1. Click your name in the sidebar.
2. Select Preferences.
3. Add details in the Personal Context section. Examples include:

• "I'm in sales development and prefer direct, fact-based answers without fluff."
• "I'm customer-success focused and want answers tailored toward account health."
• "I'm revenue-driven and want insights related to deal impact."

Once set, every Chat response will align with your preferences.

Running Workflows from Chat

If you have a workflow you use occasionally—not daily, but when the need arises—you can run it directly from Chat:

1. Click the Plus Button and select Run Workflow.
2. Choose the workflow you want to execute.
3. Chat runs it and reports back with results.

This is ideal for tasks like sending a summary email of all company meetings or updating CRM records based on insights.

Sharing Insights Beyond Your Team

Sharing Meetings with Others

When you share a meeting with someone outside your workspace, they gain access to Chat as well. They can:

• View the meeting transcript.
• Ask questions about the meeting.
• Get summaries and action items.
• See attendee information.

Note: External viewers have limited functionality—they can't run workflows—but they can still interact with the meeting through Chat.

When to Use Chat vs. Workflows

Both Chat and workflows are core to how you work with AskElephant. Here's how they differ:

Chat

• Conversational and flexible—ask any question in natural language
• Best for exploring, analyzing, and discovery
• Interactive—you guide the conversation

Workflows

• Structured and repeatable—designed for specific, defined tasks
• Best for automation and consistent processes
• Automated—runs on a schedule or trigger

Best Practice: Use them together. Explore insights with Chat, then automate recurring actions with workflows.

Next Steps

You're ready to start using AskElephant Chat. Here's how to get the most from it:

1. Explore Standalone Chat: Open Chat in your sidebar and ask a question about one of your recent meetings.
2. Try Tools: Enable HubSpot or web search to see how integrations enhance your conversation.
3. Set Personal Context: Customize Chat to match your communication style.
4. Analyze a Company: Go to a company page and use Chat to explore churn risk or opportunity.
5. Connect with the Herd: Have questions or want to share how you're using Chat? Reach out to the community—they're always happy to help.

AskElephant Chat transforms raw meeting data into actionable insights. The more you use it, the more you'll discover about how to strengthen customer relationships and prevent churn before it happens.

Need Additional Help?

If you have questions or need further assistance, the AskElephant support team is here to help!

You can reach our support team in several ways:

• click the chat button in the bottom right corner of your screen,
• email us at support@askelephant.ai
• or use @askelephant support in your dedicated Slack channel.

We're committed to getting you the answers you need as quickly as possible.