The AI assistant is the main conversational agent in Bigmind. You can start with a blank question from Home, open it with the context of an account, deal, contact, lead, or meeting, or use Sidekick from your browser so the assistant can work with the page you are looking at.
The assistant uses the agent configuration, tools, skills, and knowledge available to your workspace. What it can answer depends on your connected CRM, Google Workspace, meeting data, library content, permissions, and any custom tools your team has enabled.
#Ask from Home
Use Home when you want to start a general conversation or ask a broad question across your workspace. The Home screen opens a new chat with a composer and suggested task cards. You can type a question, pick a suggested task, or attach supported files and audio notes when your selected model supports them.
Home is best for questions like:
- What deals are at risk this quarter?
- Can you help me prep for my meetings next week?
- Which renewals in the next 90 days show churn risk?
- What feature requests do we get most often?
When you submit from Home, Bigmind starts a new chat. If the chat already has a primary account context, Bigmind opens the chat inside that account. Otherwise, it opens a normal chat thread.
#Ask from a record page
On account, deal, contact, lead, and meeting pages, the AI assistant button appears in the page header when Bigmind has context for that page. Click it to open chat mode for that record. On full pages, Bigmind navigates to the record's chat view. In drawers, the assistant opens inside the drawer.
Because the page sets the primary chat context, the assistant knows which record you are asking about. For example, from an account page it can use that account as context; from a deal page it can use the deal; from a meeting it can use meeting or session context.
Use record-context chat for focused work such as:
- Summarizing recent calls, emails, notes, and next steps for an account.
- Explaining why a deal is risky and what to do next.
- Finding missing qualification details, such as decision-maker, timeline, or executive sponsor.
- Drafting follow-up emails based on the latest customer conversation.
- Reviewing a meeting summary and turning it into action items.
#Ask with Sidekick
Sidekick is the Chrome side panel for Bigmind. When you open it, Bigmind looks at the current tab URL and tries to understand the page you are on. The side panel can use website context, browser-window context, meeting context, or a CRM object context such as account, deal, contact, or lead.
If Sidekick recognizes a CRM object, it can show a compact CRM overview and the AI assistant button. If you are on a normal website, Sidekick can still start a chat with the website URL as context. In browser-window mode, Bigmind can include both the current page and a contextualized CRM object as context, so the assistant can reason over the page you are viewing and the relevant Bigmind record together.
Use Sidekick when you want help without leaving the page you are on:
- Open the assistant while viewing a Salesforce or HubSpot record and ask what matters about that account or deal.
- Open it on a prospect's website and ask for a quick account readout or research summary.
- Use it during meeting workflows to ask about the meeting context.
- Compare what you see in the browser with CRM activity, account history, or meeting notes in Bigmind.
#Suggested tasks
Home shows suggested task cards from the task library. Admins can manage these from Settings > AI > Tasks, where they can add tasks from the library, create custom tasks, edit prompts, change icons and colors, reorder categories, feature useful tasks, remove tasks, or reset the task library to defaults.
Bigmind includes these task categories out of the box:
Sales leadership
Use the assistant to inspect pipeline health, identify risky commit deals, decide which rep opportunities need attention, find untouched later-stage deals, understand competitive losses, and decide where executive involvement could help.
AEs and AMs
Use the assistant for meeting prep, last-call summaries, relationship history, missing decision-maker or timeline checks, action-item extraction, re-engagement ideas for lost opportunities, and weekly call recaps.
Customer success and renewals
Use the assistant to understand churn risk, review upcoming renewals, find customers that need attention, and build save plans from account data, call notes, emails, sentiment, and other available context.
Marketing and GTM
Use the assistant to analyze webinar registrations and attendance, connect engagement to customers or opportunities, rank intent signals, and prioritize accounts without open opportunities.
RevOps
Use the assistant to compare closed-won and closed-lost engagement patterns, build account scoring inputs from historical data, and review pipeline conversion funnels by segment and quarter.
Finance and executive leadership
Use the assistant to cluster true loss reasons from transcripts and emails, analyze win rates by segment, summarize competitor performance, measure touches before opportunity creation or close, and identify opportunities at risk of slipping.
Product and competitive intel
Use the assistant to summarize feature requests, explain why deals are won or lost against competitors, find which case studies sellers actually share, understand how specific personas react to the product, and identify what customers love or dislike.
#Configure the assistant
Workspace owners and admins can configure the AI assistant from Settings > AI > Agents. The agent configuration controls the assistant's instructions, model, tools, skills, knowledge, and context behavior. Use Settings > AI > Tasks to control the task cards users see on Home.
Start with the default assistant and default tasks, then tune the configuration around the work your team repeats most: forecast inspection, meeting prep, account research, renewal risk, competitive analysis, CRM hygiene, or executive reporting.