Work with live records, reports, and meeting briefings in chat
Nash can bring live tables, saved reports, location cards, and sourced meeting briefings into the conversation.
- Browse and page through live CRM records and saved report results without leaving chat. Refresh a report, open a record, or drill into the data behind a result.
- Expand tables into Canvas for more room. Interactive controls retain their state, and visual choices can continue the conversation with a quick reply.
- View location cards and meeting cards with briefings that link back to their sources, keeping the supporting context close to the next action.
Learn more about working with Nash.