Help Center

Use Troy AI For Pipeline And Contact List Questions

Troy AI can help you review your Sales Pipeline, prioritize contacts, and find groups of people to work next. You can ask questions in plain English, review the answer in chat, and open matching lists in LeadCenter when Troy AI provides a link.

Use this when you want help understanding pipeline health, identifying follow-up priorities, finding contacts that need attention, or turning an AI answer into a workable list.

Where To Open Troy AI

Open Troy AI from the Sales Pipeline or Contacts list page.

Troy AI is available from the Pipeline and Contacts list pages.

Troy AI follows your LeadCenter permissions. It only uses contacts and Sales Pipeline records your account is allowed to access.

Pipeline Questions Troy AI Handles Well

• “What is my pipeline health summary and forecast for this month?”
• “Analyze my pipeline and identify bottlenecks slowing down conversions.”
• “Which stages have the most stalled contacts, and what actions should I take?”
• “What are the top 10 contacts I should prioritize today?”
• “Show me contacts at risk of going cold that need attention.”

Troy AI can analyze your pipeline and contacts using CRM activity.

Contact List Questions Troy AI Handles Well

• “List contacts added last week who are still in New.”
• “Who is assigned to me with overdue follow-ups?”
• “Show the 20 contacts updated longest ago.”
• “Sort by most recently updated.”
• “Group the results by stage.”

Troy AI may return a compact list with details such as name, stage, owner, email, last updated date, or other relevant fields.

Recommended Next Steps

Troy AI can summarize what it found and suggest practical follow-up actions based on the records it reviews.

Troy AI can recommend next steps based on the records it reviews.

Open Troy AI Results In LeadCenter

When Troy AI returns a list based on your question, look for a link such as:

• Contacts list page: Use Troy AI to ask contact list questions and find contacts that match specific criteria.
• Sales Pipeline list page: Use Troy AI to ask pipeline questions, review priorities, and open matching Sales Pipeline records.

1. LeadCenter opens the Sales Pipeline or Contacts page with matching criteria applied.
2. You review the list in the app.
3. You work the list normally using calls, emails, tasks, notes, stage changes, or other available actions.

The chat is useful for reviewing and prioritizing. The Sales Pipeline and Contacts pages are where you take action on the list.

Example Workflows

Monday Morning Triage

1. Open Troy AI from the Sales Pipeline list page.
2. Ask, “What are the top 10 contacts I should prioritize today?”
3. Review the summary and suggested actions.
4. Click Open in Sales Pipeline if Troy AI provides a link.
5. Work the list in LeadCenter.

Before A Pipeline Review Meeting

1. Ask, “Pipeline health summary for this month, including risks and bottlenecks.”
2. Ask a follow-up question, such as “Which stages have the most stalled contacts?”
3. Copy useful notes into your meeting agenda.
4. Use the Sales Pipeline link if you need to review live records during the meeting.

Contact List Cleanup

1. Open Troy AI from the Contacts list page.
2. Ask, “Contacts not in the pipeline added in the last 90 days who still have no owner.”
3. Click Open in Contacts if Troy AI provides a link.
4. Assign owners, archive records, or update contacts according to your team’s process.

Tips For Better Answers

• Be specific with time. “Last 14 days” is clearer than “recently.”
• Name the outcome. Ask for “top 10,” “group by stage,” or “one next action each.”
• Say whose records you want. Use phrases like “my contacts,” “the whole team,” or “assigned to Sarah.”
• Follow up in the same chat. Refine the answer with prompts like “Narrow that to Qualified only” or “Sort by oldest first.”
• Verify important numbers. Open the linked list or contact record before making client-facing decisions.

Troubleshooting