Introducing Ally, your workspace co-pilot
Give your AI assistant the exact context it needs to run your operations
Ally isn't just a generic text box. It is an intelligent extension of your team that can perform almost any action you can manually complete on the platform. To make Ally genuinely effective, you can provide context at three distinct layers: the Workspace, the Object, and the Group.
Think of it like onboarding a new team member
When a new person joins your team, you don't hand them a laptop and wish them luck. You walk them through the company, then the department, then the specific project they are working on. Ally works the same way.
- Workspace (The Company) First, you teach Ally what your company does and your brand voice.
- Object (The Department) Next, you explain how specific data tables like Deals or Contacts are structured.
- Group (The Specific Task) Finally, you give Ally strict rules for a specific pipeline stage or workflow it is helping with right now.
By nesting instructions this way, Ally always knows exactly who you are, what kind of data you are managing, and what rules it needs to follow to help you execute workflows without mistakes.
Next: set up your workspace-level instructions.