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What you can ask

Once an AI app is connected, ask it the way you would ask a colleague. You don't need special wording, ids or field names. Use people's and clients' names.

Which of these work for you depends on the permissions you switched on.

Clients and contacts

  • "Brief me on Acme Roofing: open notes, recent conversations and anything unpaid."
  • "Find every client with the status Lead that Sarah manages."
  • "Add Sam Carter to Acme Roofing as a contact. His email is on the last message they sent."
  • "Move these five clients to Onboarding."
  • "Add a dropdown custom field called Region with North, South, East and West."

Your Inbox and notes

  • "What do I need to do today?"
  • "Reply to Eduan's note and say the quote went out this morning."
  • "Mark that note as done."
  • "Remind me on Friday to call Acme Roofing about the renewal."
  • "That email belongs to Henderson Plumbing. Move it there."

Email, SMS and WhatsApp

  • "Catch me up on the emails with Acme Roofing this week."
  • "Reply to Sam's last email and confirm Thursday at 10."
  • "Text Maria that the technician arrives at 2pm."
  • "Send the Welcome WhatsApp template to the new contact at Henderson Plumbing."

Messages go out as you, from your own mailbox and numbers, and appear on the client's record.

Calls

  • "List my calls with Acme Roofing this month."
  • "What did we promise on the last call with Sam?"

Quotes, invoices and payments

  • "Who owes us money, and which invoices are more than 30 days overdue?"
  • "Draw up a quote for Acme Roofing: ten hours of installation at our pricebook rate."
  • "Turn that quote into an invoice."
  • "Acme paid invoice 1042 by bank transfer today. Mark it paid."

Calendar

  • "What's on my calendar tomorrow?"
  • "Book 30 minutes with Sam at Acme Roofing on Thursday afternoon and invite him."
  • "Accept the invitation from Henderson Plumbing."

Workflows

  • "Build a workflow: when a client moves to Onboarding, leave a note for Sarah to confirm the finances, then send the client a welcome email."
  • "Why did the review request workflow fail yesterday?"
  • "Fix it and run it again."
  • "Undo that last change."
  • "Switch the welcome workflow on."

A workflow the AI builds starts switched off. It gives you a link to open it on the canvas. Look it over, then ask the AI to switch it on or do it yourself.

If a workflow would send texts, make calls or use AI credit inside a loop, the AI tells you how many times that step would run before you switch it on.

Search and help

  • "Find the email where Acme mentioned the warranty."
  • "Search our files for the Henderson site plan."
  • "How do I set up a recurring invoice in BaseCloud?"

Questions about how BaseCloud works are answered from this documentation, with a link to the page.

Undo a mistake

  • "Undo that workflow change."
  • "What was deleted in the last day?" then "Put Acme Roofing back."

Clients and notes can be put back for 24 hours after they were deleted, whether they were deleted through an AI app or in BaseCloud itself.

Tips

  • Name the client. "Email Sam at Acme Roofing" is clearer than "email Sam".
  • Check before you approve. Your AI app shows what it is about to do and asks you to approve it. Read the recipient and the wording first.
  • Dates use your account's Business Timezone, set under General settings.
  • Working as a team? Ask "which teams am I in?" and "switch to the Sales team".