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Using Chat in Slant

Slant’s AI chat is your on-demand assistant—ready to help you summarize meetings, find insights, draft outreach, and answer questions across your book of business. You can engage with Chat in a few key places:

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Global chat (from the Command center)

Use this when you have a general question or task. You can:
  • Ask for help drafting an email.
  • Create a task or start a workflow.
  • Search across your client data.
  • Get a summary of your week or next steps.
Think of it as your always-available assistant for anything that’s not tied to a specific client or meeting.
You can also use the keyboard shortcut Shift + K to open the global chat.

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Chat on a client record

When viewing a client profile, Chat becomes context-aware. You can:
  • Ask questions about that client’s history or financial plan.
  • Draft personalized outreach.
  • Review notes, tasks, or documents.
  • Request insights like upcoming reviews or missed follow-ups.
This is your go-to for client-specific work.

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Chat from a meeting recording

If a meeting has been transcribed, Chat can answer questions and perform actions directly from that conversation. You can:
  • Ask for a summary or action items.
  • Find out who attended and what was discussed.
  • Clarify something that was said.
  • Turn insights into tasks or follow-ups.
Perfect for post-meeting review or prep for the next one.
Read on for more tips & tricks on using chat throughout Slant.