Ask ASTRO

ASTRO is an assistant that answers questions about your own data in plain words: your customers, pipeline, follow-ups, quotes, subscriptions and invoices. It sees exactly what your role lets you see, nothing more.

Ask a question

  1. Select ASTRO at the top of the screen. On a computer it opens beside the page you are on; on a phone it fills the screen.
  2. Type in Ask ASTRO… and press Enter, or select one of the suggested questions.
  3. The answer appears as it is written. Select the stop button to stop it.
  4. Ask a follow-up question in the same conversation; ASTRO remembers what you asked before. Suggested follow-ups appear under the answer.

Questions that work well

  • "Which deals close this month?" or "What is my weighted pipeline?"
  • "Summarize our relationship with" a customer, before a meeting.
  • "Which of my follow-ups are overdue?"
  • "Who owes us money?" or "Which subscriptions renew in the next 60 days?" (when your role includes them)
  • "Log that I called" a contact, "they want a demo next Tuesday": ASTRO prepares the records for you to confirm.

When you ask from a company or a deal, ASTRO knows which one you are looking at.

Ask how to do something

ASTRO also answers questions about using ASTRO CSM itself, such as "How do I issue a credit note?" or "Where do I change my time zone?". It answers from this Help: it gives the steps, where to find the screen in the menu, and a link to the full guide. It only describes screens your role lets you use, and it says so when Help does not cover a question.

  1. In Help, type your question in Search Help.
  2. Select Ask the assistant under the search box. ASTRO opens with your question and answers it.

Your conversations

  • The conversation history button lists your earlier conversations. Open one to carry on, or rename or delete it.
  • The new conversation button starts afresh.
  • Conversations belong to the company you are working in.

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