Help Center › Cori AI › Chatting with Cori
Chatting with Cori
Cori is your AI sales coach. Ask her to draft messages, create leads, book meetings, analyze your pipeline, and help you close more deals.
How to access Cori
You can open a conversation with Cori from anywhere in Asan:
- Cori orb — click the purple orb in the bottom-right corner of any page. It is always visible and available.
- Sidebar — click Ask Cori in the main sidebar navigation to open a full-page chat view.
Type or speak your question and Cori will respond with an answer, a suggested action, or both.
What Cori can do
Cori understands natural language and can perform real actions in your CRM. Here is what she can help with:
| Example prompt | What Cori does |
|---|---|
| "Draft a follow-up email to Sarah about the property on Oak Street" | Writes a personalized email using the lead's context and conversation history |
| "Send a text to John saying I'm running 10 minutes late" | Drafts an SMS and shows it for your approval before sending |
| "Create a new lead: Mike Chen, 416-555-1234, interested in selling" | Creates the lead record with the provided details |
| "Book a meeting with Lisa for tomorrow at 2pm" | Creates a calendar event and links it to the lead |
| "Move all my cold leads from last month to Nurture" | Updates lead statuses in bulk |
| "Close the deal with Priya — she signed at $450K" | Marks the deal as Won with the specified value |
| "Merge the duplicate records for Robert Garcia" | Finds the duplicate leads and merges them into one |
| "How is my pipeline looking this week?" | Analyzes your deals, lead activity, and call volume, then summarizes key metrics and trends |
| "What should I focus on today?" | Reviews your leads, tasks, and upcoming meetings, then suggests priorities |
| "Summarize my calls from yesterday" | Pulls call recordings and transcripts, then highlights key outcomes and next steps |
Lead context awareness
When you open Cori from a lead detail page, she automatically has full context on that lead — their profile, conversation history, call recordings, notes, tags, deals, and activity timeline. You can ask questions or request actions without explaining who the lead is.
For the most relevant responses, open Cori while viewing the lead you want to discuss. She will reference their specific data and history in her answers.
Action buttons
When Cori suggests an action (like sending a message, creating a lead, or updating a status), she shows action buttons below her response:
- Send — execute the action immediately (e.g., send the drafted SMS or email)
- Edit — modify the draft before executing
- Cancel — discard the suggestion without taking action
Cori never takes action without your explicit approval. Every message, update, or creation requires you to click a button to confirm.
Tips for better results
- Be specific — "Draft a text to Mike about the open house Saturday at 2pm" works better than "Text Mike."
- Use names — Cori can look up leads by name, phone number, or email.
- Ask follow-ups — Cori remembers the conversation context, so you can refine her responses with follow-up instructions like "Make it shorter" or "Add a call to action."
- Use from the lead page — opening Cori while viewing a lead gives her the richest context for that conversation.
Data and privacy
Cori only accesses data within your Asan CRM account. She does not share data between accounts, does not train on your conversations, and does not retain chat history beyond the current session for model training purposes. Your CRM data stays yours.
Frequently asked
Does Cori learn from my conversations over time?+
Cori does not train or fine-tune on your conversations. However, she does reference your CRM data (leads, call history, notes, deals) in every response, so her answers naturally become more useful as your CRM data grows richer.
Can Cori send messages without my approval?+
No. Cori always shows you the drafted message and waits for you to click Send before anything is delivered. She will never send an SMS, email, or any other communication without your explicit confirmation.
Is Cori available on mobile?+
Yes. Cori is accessible via the purple orb and sidebar on mobile browsers. The chat interface is fully responsive and works on any screen size.
What if Cori gives an incorrect answer?+
Cori is an AI assistant and may occasionally misinterpret a request or provide an imperfect response. You can always correct her by providing more detail or rephrasing your request. If you experience persistent issues, contact support.
Can other team members see my Cori conversations?+
No. Your Cori chat conversations are private to your user account. Team members have their own separate Cori sessions. However, any actions Cori takes on your behalf (creating leads, sending messages, updating statuses) are visible in the shared CRM activity logs as normal.
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Last updated 16 Jun 2026 · Applies to: Asan CRM