Aiden is your AI-powered assistant for searching and managing your CRM data. Whether you're looking for specific information, analyzing business data, generating reports, or getting insights about your customers and sales, Aiden provides a ChatGPT-like interface with natural language queries, comprehensive data search, visual data representation, and intelligent responses. With features like multi-modal support, document generation, background processing, and long-term memory, it helps you quickly find information and make data-driven decisions.
Introduction
What is Aiden?
Aiden is an AI-powered chatbot module that provides a ChatGPT-like interface for searching and querying business-scoped CRM data. It uses advanced AI to understand natural language queries and provide intelligent responses about your business data, helping you find information quickly without complex queries or manual searching.
The system transforms how teams interact with CRM data by providing a conversational interface that understands natural language. Instead of learning complex query syntax or navigating through multiple screens, users can simply ask questions in plain English and receive intelligent, context-aware responses about their business data.
Why It's Essential for Data Access
Effective data access is crucial for making informed decisions. Without a user-friendly way to query business data, teams often struggle to find the information they need, leading to delays in decision-making and missed opportunities. Aiden addresses these challenges by providing an intuitive, natural language interface that makes it easy for anyone to access and analyze business data.
The module enables teams to find information instantly using natural language, eliminating the need to learn complex query syntax or navigate through multiple interfaces. By analyzing trends, patterns, and insights automatically, Aiden helps teams understand their business data without requiring specialized analytical skills.
Key Capabilities:
- Find information instantly with natural language queries
- Analyze trends, patterns, and insights automatically
- Visualize data in charts, tables, and summaries
- Parse files and analyze images with multi-modal support
- Generate PDFs and Word documents from queries
- Handle long-running queries asynchronously in the background
Key Benefits Overview
The Aiden module delivers significant value through its natural language interface and comprehensive data access capabilities. Natural language queries make it easy for anyone to ask questions in plain English, eliminating the learning curve associated with traditional query interfaces. The comprehensive search capability allows users to search across all CRM entities, ensuring that no information is out of reach.
The module's visual data representation helps teams understand complex information quickly through charts, tables, and summary cards. Privacy-first design ensures that all conversations are private and that no data is used for training, maintaining complete data security and confidentiality.
Primary Benefits:
- Natural language queries in plain English
- Comprehensive search across all CRM entities
- Visual data representation with charts and tables
- Privacy-first design with no data training
- Business-scoped queries limited to your data
- Intelligent responses that understand context and intent
Who Should Use Aiden?
Aiden is essential for any user who needs to quickly find information from the CRM. All users benefit from the natural language interface, which makes data access intuitive and accessible regardless of technical skill level. Sales teams use Aiden to analyze sales data and pipeline, getting instant insights into deal progression and sales performance.
Support teams find customer information and ticket data quickly, enabling faster response times and better customer service. Managers get insights and reports on demand, making it easy to understand business performance without waiting for scheduled reports. Analysts analyze business data and trends, using Aiden's analytical capabilities to uncover insights and patterns in business operations.
Core Features
Natural Language Interface
Aiden provides a ChatGPT-like interface for interacting with your CRM data:
- Chat Interface: Full-screen chat interface similar to ChatGPT
- Natural Language: Ask questions in plain English
- Intelligent Responses: AI understands context and intent
- Multi-Turn Conversations: Maintain conversation context
- Follow-Up Questions: Ask follow-ups naturally
- Context Awareness: Understands business context
Data Search and Analysis
Comprehensive Search:
- Search across all CRM entities
- Business-scoped queries only
- Entity-specific search
- Full-text search capability
- Filtered search options
Data Analysis:
- Trend analysis
- Pattern detection
- Aggregations (sum, average, count, min, max)
- Comparative analysis
- Performance metrics
Entity Types:
- Individuals (contacts)
- Organizations (companies)
- Tickets (support cases)
- Opportunities (sales deals)
- Tasks (activities)
- Notes (documentation)
- Billables (transactions)
- All CRM entities
Visual Data Representation
Charts:
- Bar charts for comparisons
- Line charts for trends
- Pie charts for distributions
- Area charts for cumulative data
- Scatter plots for correlations
Tables:
- Formatted data tables
- Sortable columns
- Filterable data
- Exportable formats
Summary Cards:
- Key metrics
- Quick insights
- Important numbers
- Trend indicators
Multi-Modal Support
File Parsing:
- PDF documents
- Word documents
- Excel spreadsheets
- CSV files
- JSON data
- Text files
Image Analysis:
- Image content analysis
- Visual data extraction
- Image-based queries
- Visual insights
Document Generation
PDF Generation:
- Create PDFs from queries
- Include charts and tables
- Professional formatting
- Data summaries
Word Document Generation:
- Create Word documents
- Include data tables
- Chart summaries
- Professional reports
Background Processing
Long-Running Queries:
- Process complex queries in background
- Status tracking
- Notifications on completion
- Result retrieval
Queue Management:
- Database-persisted queue
- Status tracking
- Error handling
- Retry mechanisms
Getting Started
Accessing Aiden
- Navigate to the Aiden module from the main navigation
- The module opens with a chat interface
- Start typing your question
- Aiden responds with information
Your First Query
Step 1: Open Aiden
- Navigate to Aiden module
- Chat interface opens
- Ready for your first question
Step 2: Ask a Question
- Type your question in natural language
- Examples:
- "Show me all open tickets"
- "What is the total revenue this month?"
- "Which organizations have the most opportunities?"
- "Find John Smith's contact information"
- "How many tickets were completed last week?"
Step 3: Review Response
- Aiden searches your CRM data
- Provides intelligent response
- May include charts, tables, or summaries
- Ask follow-up questions if needed
Step 4: Continue Conversation
- Ask follow-up questions
- Aiden maintains context
- Explore your data naturally
- Get insights and analysis
Understanding Aiden's Responses
Response Types:
- Text Responses: Direct answers to questions
- Data Tables: Formatted data tables
- Charts: Visual data representations
- Summary Cards: Key metrics and insights
- Combinations: Multiple response types
Response Features:
- Intelligent formatting
- Context-aware answers
- Data visualization
- Actionable insights
- Export options
Core Functionality
Query Types
Search Queries:
- "Find [entity name]"
- "Show me [entity type]"
- "Search for [keyword]"
- "List all [entities]"
- "What is [name]?"
Analysis Queries:
- "What is the total [metric]?"
- "How many [entities] are [status]?"
- "Which [entity] has the most [metric]?"
- "Calculate [aggregation]"
- "Compare [entities]"
Insight Queries:
- "What are the trends in [metric]?"
- "Analyze [data set]"
- "Show me insights about [topic]"
- "What is the pipeline health?"
- "Which customers are most valuable?"
Data Access
Entity Search:
- Search individuals by name
- Search organizations by company name
- Search tickets by title or case number
- Search opportunities by title or customer
- Search all entity types
Field-Specific Search:
- Search by specific fields
- Filter by status, priority, stage
- Filter by dates and ranges
- Filter by assigned users
- Complex filtering
Aggregations:
- Sum totals
- Average calculations
- Count entities
- Min/max values
- Grouped aggregations
Visual Representation
Chart Generation:
- Automatic chart type selection
- Bar charts for comparisons
- Line charts for trends
- Pie charts for distributions
- Custom chart options
Table Formatting:
- Formatted data tables
- Sortable columns
- Filterable rows
- Exportable data
- Professional presentation
Summary Cards:
- Key metrics display
- Quick insights
- Important numbers
- Trend indicators
- Visual highlights
Multi-Modal Capabilities
File Upload:
- Upload PDF, Word, Excel files
- Parse file content
- Extract data
- Answer questions about files
- Integrate file data with CRM
Image Analysis:
- Upload images
- Analyze image content
- Extract visual data
- Answer questions about images
- Visual insights
Document Generation
PDF Reports:
- Generate PDFs from queries
- Include charts and tables
- Professional formatting
- Data summaries
- Exportable reports
Word Documents:
- Create Word documents
- Include data tables
- Chart summaries
- Professional reports
- Editable documents
Best Practices
Query Best Practices
Be Specific:
- Ask specific questions
- Include relevant context
- Specify entity types when needed
- Use clear language
- Provide necessary details
Use Natural Language:
- Ask questions naturally
- Don't worry about syntax
- Aiden understands context
- Be conversational
- Use everyday language
Provide Context:
- Include relevant context
- Reference previous queries
- Specify time ranges
- Mention entities by name
- Add relevant filters
Analysis Best Practices
Ask Follow-Up Questions:
- Build on previous answers
- Drill down into details
- Explore related data
- Get deeper insights
- Continue conversations
Use Visualizations:
- Request charts for trends
- Ask for tables for data
- Use summaries for overviews
- Export for reports
- Visualize insights
Verify Information:
- Review responses for accuracy
- Check data sources
- Understand limitations
- Use for insights, not decisions
- Validate important data
Privacy Best Practices
Understand Permissions:
- Know your permission level
- Understand data access
- Respect privacy settings
- Use appropriately
- Follow security policies
Review Responses:
- Verify information accuracy
- Check data sources
- Understand limitations
- Use for insights
- Make informed decisions
Performance Best Practices
Use Specific Queries:
- Be specific to reduce processing time
- Use filters when possible
- Limit result sets
- Optimize query complexity
- Use background processing for long queries
Manage Background Jobs:
- Monitor background job status
- Review completed jobs
- Handle errors appropriately
- Retrieve results promptly
- Clean up old jobs
Integration with Other Modules
All Modules Integration
Aiden integrates with all CRM modules:
- All Modules: Search and query data from all modules
- Individuals Module: Find contacts and customer information
- Organizations Module: Search companies and business data
- Tickets Module: Query support tickets and cases
- Opportunities Module: Analyze sales pipeline and deals
- Tasks Module: Search activities and follow-ups
- Notes Module: Find notes and documentation
- Billables Module: Analyze transactions and revenue
- Services Module: Query service catalog
- Storage Module: Search file metadata
Universal Data Access
Aiden provides universal access to all CRM data:
- Search across all entities
- Query any module
- Analyze cross-module data
- Get comprehensive insights
- Unified data access
Module-Specific Queries
Individuals Queries:
- "Find John Smith"
- "Show me all contacts"
- "Which individuals have the most tickets?"
Organizations Queries:
- "What is Acme Corp?"
- "Show me all organizations"
- "Which companies have the most opportunities?"
Tickets Queries:
- "Show me all open tickets"
- "How many tickets were completed this month?"
- "What is the average time to complete tickets?"
Opportunities Queries:
- "What is the total pipeline value?"
- "Show me all opportunities in negotiation"
- "Which opportunities are at risk?"
Billables Queries:
- "What is the total revenue this month?"
- "Show me all billable items for Acme Corp"
- "Calculate total billable amount"
Use Cases
Use Case 1: Customer Information Search
Scenario: Finding customer information quickly
Query: "Find John Smith's contact information"
Response: Aiden searches individuals, finds John Smith, and provides:
- Contact details (phone, email, address)
- Linked organizations
- Recent tickets
- Open opportunities
- Related tasks and notes
Benefits:
- Quick information access
- Complete customer view
- Time savings
- Better customer service
- Comprehensive data
Use Case 2: Sales Analysis
Scenario: Analyzing sales performance
Query: "What is our total revenue this month?"
Response: Aiden calculates total revenue from opportunities and billables, provides:
- Total revenue amount
- Breakdown by stage
- Comparison to previous month
- Trends with charts
- Revenue insights
Benefits:
- Quick analysis
- Visual insights
- Data-driven decisions
- Performance tracking
- Trend identification
Use Case 3: Pipeline Health Check
Scenario: Checking pipeline health
Query: "Show me pipeline health metrics"
Response: Aiden analyzes opportunities, provides:
- Pipeline health score
- At-risk opportunities
- Conversion rates
- Stage distribution
- Recommendations
Benefits:
- Pipeline visibility
- Risk identification
- Actionable insights
- Sales optimization
- Performance improvement
Use Case 4: Support Ticket Analysis
Scenario: Analyzing support ticket performance
Query: "How many tickets were completed last week and what was the average time to complete?"
Response: Aiden analyzes tickets, provides:
- Count of completed tickets
- Average completion time
- Breakdown by ticket type
- Comparison to previous week
- Performance trends
Benefits:
- Performance analysis
- Trend identification
- Data insights
- Process improvement
- Team performance tracking
Use Case 5: Document Analysis
Scenario: Analyzing uploaded documents
Query: "Analyze this PDF and summarize the key points"
Response: Aiden parses the PDF, provides:
- Document summary
- Key points extraction
- Data extraction
- Insights and analysis
- Actionable information
Benefits:
- Document analysis
- Information extraction
- Time savings
- Data integration
- Knowledge extraction
Conclusion
Aiden is a powerful tool for searching, analyzing, and getting insights from your CRM data. By using natural language queries and leveraging Aiden's AI capabilities, you can quickly find information, analyze data, and make data-driven decisions.
Key Takeaways:
- Natural Language: Ask questions in plain English
- Comprehensive Search: Search across all CRM entities
- Visual Data: Charts, tables, and summaries
- Multi-Modal: Parse files and analyze images
- Privacy-First: No data training, all conversations private
- Business-Scoped: All queries limited to your business data
Next Steps:
- Open Aiden and ask your first question
- Explore different query types
- Use visualizations for insights
- Ask follow-up questions
- Upload files for analysis
- Generate reports and documents
- Integrate Aiden into your workflow
Start by asking Aiden a simple question about your data. As you become more familiar with Aiden's capabilities, you'll discover how it can help you quickly find information and make data-driven decisions.
Frequently Asked Questions
What is Aiden?
Aiden is an AI-powered assistant that helps you search and analyze your CRM data using natural language queries. It provides a ChatGPT-like interface for interacting with your business data.
How do I use Aiden?
Simply open the Aiden module and type your question in natural language. Aiden will search your CRM data and provide an intelligent response, often with charts, tables, or summaries.
What can I ask Aiden?
You can ask Aiden about any data in your CRM:
- "Show me all open tickets"
- "What is the total revenue this month?"
- "Find John Smith's contact information"
- "Which organizations have the most opportunities?"
- "How many tickets were completed last week?"
- And much more!
Is my data private?
Yes! Aiden is privacy-first:
- No data training
- All conversations private
- Business-scoped queries only
- Complete audit logging
- Secure data handling
What permission levels are available?
Aiden supports three permission levels:
- Full: Complete data access and analysis
- Limited: Restricted data access
- Safe: Read-only access with limitations
Can Aiden modify data?
Aiden's data modification capabilities depend on your permission level and settings. By default, Aiden focuses on search and analysis, with optional data modification features.
How does Aiden understand my questions?
Aiden uses advanced AI to understand natural language, context, and intent. It translates your questions into appropriate data queries and provides intelligent responses.
Can I export Aiden's responses?
Yes! Aiden can generate charts, tables, and summaries that can be exported for reports and documentation. You can also generate PDF and Word documents from queries.
Can Aiden analyze files?
Yes! Aiden supports file parsing (PDF, Word, Excel, CSV, JSON, Text) and image analysis. Upload files and ask questions about their content.
How does Aiden handle long-running queries?
Aiden can process complex queries in the background. You'll receive notifications when queries complete, and you can retrieve results from the background jobs queue.
Does Aiden remember previous conversations?
Yes! Aiden maintains conversation context and can remember previous queries in the same session. Long-term memory features help Aiden understand context across sessions.
How does Aiden integrate with other modules?
Aiden integrates with all CRM modules, providing universal search and query capabilities across individuals, organizations, tickets, opportunities, tasks, notes, billables, and more.
Can I customize Aiden's behavior?
Aiden's behavior can be customized through permission levels and settings. Business administrators can configure Aiden's access and capabilities.