🏔️ Summit 2024 Feature

Slate AI brings a suite of productivity-boosting features to your fingertips, including:

• Task generation

• An advanced Knowledge Base search

• Insights about the record you’re looking at

Accessing Slate AI

To access Slate AI:

1. At the right side of any Modern UI theme page, select the Slate AI icon.
   

2. In the text box, enter a prompt. Slate AI starts working on an answer.

Based on your prompts, Slate AI can:

Create tasks

Slate AI is fully integrated with Projects & Tasks. Here are just a few things you can do with it:

• Start a prompt with something like Email Alexander Hamilton... or Remind me to..., and Slate AI will create a task based on your input.

• Add a deadline, like follow up with an alumni by June 29th or remind me to call Alexander Hamilton next week and Slate AI will add a deadline to the task.

📖 Further reading

Learn more about Projects & Tasks.

✨ Keep the conversation flowing: Slate AI remembers the overall context of your conversation.

Search the entire Knowledge Base

Ask Slate AI how to:

• Build an alumni portal

• Create a ticketing system using workflows

• How to refund a payment

… and it’ll scour the entire Knowledge Base for an answer.

Slate AI synthesizes results from multiple articles, and will provide links for you to explore additional information related to your prompt.

Gain insights into a record

If you’re on a constituent record, Slate AI knows that this record is the context for your prompts.

On Alexander Hamilton’s page, for example, you can ask Slate AI:

• What gifts has Alexander made this year?, as well as follow-ups like When did they give the most?

• Who is Alexander related to?

• Did Alexander ever take the SAT?