- 03 Oct 2024
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Slate AI
- Updated 03 Oct 2024
- 1 minute read
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🏔️ Summit 2024 FeatureSlate 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:
At the right side of any Modern UI theme page, select the Slate AI icon.
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...
orRemind 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
orremind 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 likeWhen did they give the most?
Who is Alexander related to?
Did Alexander ever take the SAT?